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Disclosery

Merewether Investment Management, LP: SU position timeline

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

Merewether Investment Management, LP held 2,814,167 SU 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 2,814,167 shares
    Change vs previous 13F -289,684 shares

    2.85% of the 13F portfolio, value $151,254,538.

    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 3,103,851 shares
    Change vs previous 13F -173,653 shares

    3.97% of the 13F portfolio, value $205,228,221.

    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).

  3. period ended2025-12-31
    13F 3,277,504 shares
    Change vs previous 13F -403,800 shares

    3.35% of the 13F portfolio, value $145,481,106.

    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 3,681,304 shares
    Change vs previous 13F +553,600 shares

    3.68% of the 13F portfolio, value $154,016,842.

    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 3,127,704 shares
    Change vs previous 13F -311,711 shares

    3.38% of the 13F portfolio, value $117,230,009.

    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).

  6. period ended2025-03-31
    13F 3,439,415 shares
    Change vs previous 13F +3,439,415 shares

    4.84% of the 13F portfolio, value $133,201,879.

    13F-HR 0001420506-25-001282 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).

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001420506-24-002554 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.