13F-HR filed by Merewether Investment Management, LP
Merewether Investment Management, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 77 holding rows worth $4,348,190,973.
- Accession
- 0001420506-26-000568
- Filer
- CIK 1736852
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 77 entries on the cover page, a total value of $4,348,190,973 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,348,190,973 with VALUE read as dollars as filed, 13F file number 028-20874. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ENTERGY CORP NEW COM | 29364G103 | Stock | 1,796,900 | $166,087,467 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 2,167,710 | $160,107,061 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 1,329,075 | $146,676,717 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 3,277,504 | $145,481,106 | dollars as filed | |
| OVINTIV INC | 69047Q102 | COM | 3,612,697 | $141,581,595 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 2,341,000 | $140,717,510 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 749,577 | $138,296,957 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 1,547,132 | $136,596,284 | dollars as filed | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 1,335,574 | $136,188,481 | dollars as filed | |
| DT MIDSTREAM INC COMMON STOCK | 23345M107 | Stock | 1,042,600 | $124,778,368 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 569,140 | $123,713,962 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 765,626 | $121,918,284 | dollars as filed | |
| CENTERPOINT ENERGY INC | 15189T107 | COM | 2,897,000 | $111,070,980 | dollars as filed | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 3,008,100 | $104,471,313 | dollars as filed | |
| BUNGE GLOBAL SA COM SHS | H11356104 | Stock | 1,132,700 | $100,900,916 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 781,700 | $97,040,238 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 1,909,400 | $96,978,426 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 640,250 | $96,248,783 | dollars as filed | |
| PERMIAN RESOURCES CORP CLASS A COM | 71424F105 | Stock | 6,263,137 | $87,871,812 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 325,100 | $84,925,873 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 701,493 | $84,417,668 | dollars as filed | |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 878,048 | $71,692,619 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 348,600 | $67,764,354 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 1,511,128 | $67,335,864 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 397,322 | $64,099,958 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 359,131 | $58,462,935 | dollars as filed | |
| BARRICK MNG CORP | 06849F108 | COM SHS | 1,331,000 | $57,965,050 | dollars as filed | |
| IAMGOLD CORP COM | 450913108 | Stock | 3,335,790 | $55,007,177 | dollars as filed | |
| COTERRA ENERGY INC COM | 127097103 | Stock | 2,073,500 | $54,574,520 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 106,060 | $54,138,327 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 633,300 | $51,499,956 | dollars as filed | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 1,246,796 | $50,121,199 | dollars as filed | |
| LEGENCE CORP | 52476L109 | CL A | 1,134,422 | $48,825,523 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 882,200 | $46,880,108 | dollars as filed | |
| HUBBELL INC COM | 443510607 | Stock | 102,920 | $45,707,801 | dollars as filed | |
| BKV CORPORATION | 05603J108 | COMMON STOCK | 1,676,217 | $45,509,292 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 845,286 | $45,307,330 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 46,349 | $43,257,058 | dollars as filed | |
| ACUITY INC COM | 00508Y102 | Stock | 116,000 | $41,764,640 | dollars as filed | |
| CLEVELAND-CLIFFS INC NEW COM | 185899101 | Stock | 3,096,600 | $41,122,848 | dollars as filed | |
| ATMOS ENERGY CORP COM | 049560105 | Stock | 238,236 | $39,935,501 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 539,421 | $39,636,655 | dollars as filed | |
| CENOVUS ENERGY INC | 15135U109 | COM | 2,076,591 | $35,135,920 | dollars as filed | |
| CENTURI HOLDINGS INC | 155923105 | COM SHS | 1,344,000 | $33,936,000 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 203,900 | $33,258,129 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 857,300 | $32,903,174 | dollars as filed | |
| CENTERRA GOLD INC COM | 152006102 | Stock | 2,253,100 | $32,439,255 | dollars as filed | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 878,114 | $31,612,104 | dollars as filed | |
| SENSATA TECHNOLOGIES HLDG PL | g8060n102 | SHS | 904,600 | $30,114,134 | dollars as filed | |
| CORE NATURAL RESOURCES INC | 218937100 | COM SHS | 339,400 | $30,040,294 | dollars as filed | |
| GARRETT MOTION INC | 366505105 | COM | 1,686,100 | $29,388,723 | dollars as filed | |
| WESTLAKE CORPORATION | 960413102 | COM | 388,100 | $28,696,114 | dollars as filed | |
| ARIS MINING CORPORATION | 04040Y109 | COM | 1,694,800 | $27,488,249 | dollars as filed | |
| PAR PAC HOLDINGS INC | 69888T207 | COM NEW | 734,400 | $25,806,816 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 188,946 | $25,766,566 | dollars as filed | |
| ANTERO RESOURCES CORP COM | 03674X106 | Stock | 727,700 | $25,076,542 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 2,164,500 | $24,870,105 | dollars as filed | |
| CACTUS INC | 127203107 | CL A | 504,900 | $23,063,832 | dollars as filed | |
| LINCOLN ELEC HLDGS INC | 533900106 | COM | 94,800 | $22,717,872 | dollars as filed | |
| TASEKO MINES LTD COM | 876511106 | Stock | 3,672,900 | $20,788,614 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 876,600 | $18,189,450 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 393,600 | $18,081,984 | dollars as filed | |
| STANDARD LITHIUM CORP COM | 853606101 | Stock | 4,037,000 | $18,045,390 | dollars as filed | |
| LIBERTY ENERGY INC | 53115L104 | COM CL A | 951,092 | $17,557,158 | dollars as filed | |
| WATERBRIDGE INFRASTRUCTURE L | 940923105 | CL A SHS REPSTG | 870,400 | $17,416,704 | dollars as filed | |
| SCORPIO TANKERS INC | Y7542C130 | SHS | 323,861 | $16,461,855 | dollars as filed | |
| DENISON MINES CORP | 248356107 | COM | 5,903,300 | $15,702,778 | dollars as filed | |
| ELDORADO GOLD CORP NEW COM | 284902509 | Stock | 393,700 | $14,141,704 | dollars as filed | |
| KIRBY CORP | 497266106 | COM | 122,300 | $13,475,014 | dollars as filed | |
| VIPER ENERGY INC | 64361Q101 | CL A | 318,082 | $12,287,508 | dollars as filed | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 53,400 | $9,048,630 | dollars as filed | |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 23,908 | $8,961,675 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 88,854 | $8,129,252 | dollars as filed | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 88,975 | $7,750,612 | dollars as filed | |
| TAMBORAN RESOURCES CORP | 87507T101 | COMMON STOCK | 70,000 | $1,906,100 | dollars as filed | |
| AUTOLIV INC | 052800109 | COM | 6,400 | $759,680 | dollars as filed | |
| VISTEON CORP | 92839U206 | COM NEW | 5,200 | $494,520 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-000568 | this filing | 2026-02-17 | acceptance time not in the bulk data set |