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Disclosery

Merewether Investment Management, LP: B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Merewether Investment Management, LP on B, newest first. How the timeline and the estimate are built.

Merewether Investment Management, LP held 604,634 B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 604,634 shares
    Change vs previous 13F +604,634 shares

    0.42% of the 13F portfolio, value $22,208,207.

    13F-HR 0001420506-26-001816 filed by Merewether Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,331,000 shares

    13F-HR 0001420506-26-001143 filed by Merewether Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 1,331,000 shares
    Change vs previous 13F -1,316,300 shares

    1.33% of the 13F portfolio, value $57,965,050.

    13F-HR 0001420506-26-000568 filed by Merewether Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,647,300 shares
    Change vs previous 13F +1,684,800 shares

    2.08% of the 13F portfolio, value $86,752,021.

    13F-HR 0001420506-25-003417 filed by Merewether Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 962,500 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $20,039,250.

    13F-HR 0001420506-25-002162 filed by Merewether Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).