13F-HR filed by Merewether Investment Management, LP
Merewether Investment Management, LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 81 holding rows worth $5,306,871,743.
- Accession
- 0001420506-26-001816
- Filer
- CIK 1736852
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 81 entries on the cover page, a total value of $5,306,871,743 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,306,871,743 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 |
|---|---|---|---|---|---|---|
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 6,561,677 | $271,128,494 | dollars as filed | |
| OVINTIV INC | 69047Q102 | COM | 4,361,717 | $229,644,400 | dollars as filed | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 1,787,604 | $205,324,195 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 1,265,438 | $200,736,430 | dollars as filed | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 3,002,575 | $164,000,647 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 967,351 | $163,530,687 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 2,182,992 | $162,283,625 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 2,814,167 | $151,254,538 | dollars as filed | |
| DT MIDSTREAM INC COMMON STOCK | 23345M107 | Stock | 946,016 | $138,818,388 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 502,928 | $134,855,114 | dollars as filed | |
| CENTERPOINT ENERGY INC | 15189T107 | COM | 2,983,658 | $131,400,298 | dollars as filed | |
| CENOVUS ENERGY INC | 15135U109 | COM | 4,871,447 | $120,860,600 | dollars as filed | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 677,859 | $114,971,665 | dollars as filed | |
| PERMIAN RESOURCES CORP CLASS A COM | 71424F105 | Stock | 6,112,296 | $112,527,369 | dollars as filed | |
| RALLIANT CORP | 750940108 | COM | 1,526,211 | $112,374,916 | dollars as filed | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 1,412,803 | $107,782,741 | dollars as filed | |
| BUNGE GLOBAL SA COM SHS | H11356104 | Stock | 965,795 | $103,079,300 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 2,668,794 | $90,605,556 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 377,399 | $90,202,135 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 1,296,300 | $85,944,690 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 1,577,324 | $83,866,317 | dollars as filed | |
| SOLS | 83443Q103 | COM | 910,394 | $80,660,908 | dollars as filed | |
| WESCO INTL INC COM | 95082P105 | Stock | 233,424 | $80,631,652 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 190,236 | $79,149,590 | dollars as filed | |
| MADISON AIR SOLUTIONS COCLASS A | 55658T105 | COMMON STOCK | 1,943,728 | $75,805,392 | dollars as filed | |
| TOTALENERGIES SE ACT | F92124100 | Stock | 971,338 | $75,531,243 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 288,592 | $73,784,317 | dollars as filed | |
| LEGENCE CORP | 52476L109 | CL A | 852,658 | $72,672,041 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 36,660 | $72,658,287 | dollars as filed | |
| INNIO NV | N52A8C105 | ORDINARY SHARES | 1,788,900 | $70,750,995 | dollars as filed | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 1,842,007 | $68,062,159 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 626,927 | $67,081,189 | dollars as filed | |
| SENSATA TECHNOLOGIES HLDG PL | g8060n102 | SHS | 1,317,795 | $62,911,533 | dollars as filed | |
| TENARIS S A SPONSORED ADS | 88031M109 | ADR | 1,130,692 | $62,742,099 | dollars as filed | |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 154,750 | $59,464,235 | dollars as filed | |
| SELECT WATER SOLUTIONS INC | 81617J301 | CL A COM | 2,955,888 | $59,058,642 | dollars as filed | |
| WEATHERFORD INTL PLC ORD SHS | G48833118 | Stock | 699,412 | $57,002,078 | dollars as filed | |
| CORE NATURAL RESOURCES INC | 218937100 | COM SHS | 687,465 | $55,010,949 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 2,064,029 | $54,036,279 | dollars as filed | |
| BORGWARNER INC COM | 099724106 | Stock | 801,595 | $53,225,908 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 654,993 | $52,595,938 | dollars as filed | |
| METHANEX CORP COM | 59151K108 | Stock | 1,130,053 | $52,151,946 | dollars as filed | |
| LINCOLN ELEC HLDGS INC | 533900106 | COM | 189,326 | $50,267,946 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 459,835 | $47,804,447 | dollars as filed | |
| IAMGOLD CORP COM | 450913108 | Stock | 3,017,051 | $47,790,088 | dollars as filed | |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 283,819 | $46,350,481 | dollars as filed | |
| BKV CORPORATION | 05603J108 | COMMON STOCK | 1,673,695 | $45,792,295 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 275,600 | $44,666,492 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 302,662 | $41,379,949 | dollars as filed | |
| HF SINCLAIR CORP COM | 403949100 | Stock | 504,845 | $35,162,454 | dollars as filed | |
| FRANCO NEV CORP COM | 351858105 | Stock | 167,712 | $34,957,889 | dollars as filed | |
| BLACK HILLS CORP COM | 092113109 | Stock | 455,327 | $33,876,329 | dollars as filed | |
| CIPHER DIGITAL INC COM | 17253J106 | Stock | 1,371,500 | $33,601,750 | dollars as filed | |
| SEADRILL LIMITED | G7997W102 | COMMON STOCK | 886,747 | $33,536,772 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 118,300 | $32,959,563 | dollars as filed | |
| CENTURY ALUM CO | 156431108 | COM | 693,537 | $31,909,637 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 269,217 | $31,079,757 | dollars as filed | |
| SUNOCOCORP LLC | 86765Q106 | COMMON STOCK | 456,100 | $30,864,287 | dollars as filed | |
| CENTERRA GOLD INC COM | 152006102 | Stock | 1,873,130 | $29,675,045 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 129,793 | $28,911,391 | dollars as filed | |
| ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | 03938L203 | ADR | 391,406 | $23,559,238 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 374,286 | $23,538,847 | dollars as filed | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 194,705 | $23,197,154 | dollars as filed | |
| BARRICK MNG CORP | 06849F108 | COM SHS | 604,634 | $22,208,207 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 211,913 | $21,004,817 | dollars as filed | |
| EAGLEROCK LAND LLC -CL A | 27005A105 | Common Stock | 873,238 | $18,556,308 | dollars as filed | |
| ARIS MINING CORPORATION | 04040Y109 | COM | 1,202,125 | $17,909,935 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 835,800 | $15,980,496 | dollars as filed | |
| LITHIUM ARGENTINA AG | H5012F103 | COM SHS | 1,540,027 | $12,736,023 | dollars as filed | |
| ATMOS ENERGY CORP COM | 049560105 | Stock | 73,124 | $12,597,071 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 210,451 | $11,680,031 | dollars as filed | |
| STANDARD LITHIUM CORP COM | 853606101 | Stock | 4,057,435 | $11,157,946 | dollars as filed | |
| TREKOR METALS LTD COM | 89472Y107 | Stock | 1,500,000 | $10,320,000 | dollars as filed | |
| TAMBORAN RESOURCES CORP | 87507T101 | COMMON STOCK | 294,477 | $9,573,447 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 104,725 | $8,072,203 | dollars as filed | |
| DENISON MINES CORP | 248356107 | COM | 1,948,152 | $5,961,345 | dollars as filed | |
| LIBERTY ENERGY INC | 53115L104 | COM CL A | 189,399 | $4,960,360 | dollars as filed | |
| X ENERGY INC | 98386P102 | COMMON STOCK | 224,312 | $4,118,368 | dollars as filed | |
| WESTLAKE CORPORATION | 960413102 | COM | 53,439 | $3,901,047 | dollars as filed | |
| DUPONT DE NEMOURS INC COMMON STOCK | 26614N201 | Stock | 28,357 | $3,846,343 | dollars as filed | |
| DPC HOLDINGS PLC | G2R11M108 | ORDINARY SHARES | 25,000 | $1,226,500 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-001816 | this filing | 2026-08-14 | acceptance time not in the bulk data set |