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Disclosery

Merewether Investment Management, LP: TS position timeline

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

Merewether Investment Management, LP held 1,130,692 TS 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 1,130,692 shares
    Change vs previous 13F +1,130,692 shares

    1.18% of the 13F portfolio, value $62,742,099.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -533,515 shares

    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).

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

  3. period ended2025-06-30
    13F 533,515 shares
    Change vs previous 13F -760,218 shares

    0.57% of the 13F portfolio, value $19,953,461.

    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).

  4. period ended2025-03-31
    13F 1,293,733 shares
    Change vs previous 13F +757,320 shares

    1.84% of the 13F portfolio, value $50,597,898.

    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).

  5. period ended2024-12-31
    13F 536,413 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $20,271,047.

    13F-HR 0001420506-25-000616 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).