Funds › Merewether Investment Management, LP
Merewether Investment Management, LP
13F for Q2 2026, filed Aug 14, 2026. 81 positions worth $5.3B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$5.3B
+$141.9M (2.7%) vs Q1 2026
Positions
81
79 in Q1 2026
Top 10 share
34.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | DVN Devon Energy Corporation | 6.56M | $271.1M | 5.1% | New | 13F ↗ |
| 2 | OVV Ovintiv Inc. | 4.36M | $229.6M | 4.3% | +1.8% | 13F ↗ |
| 3 | ETR Entergy Corporation | 1.79M | $205.3M | 3.9% | +63.3% | 13F ↗ |
| 4 | VST Vistra Corp. | 1.27M | $200.7M | 3.8% | +13.4% | 13F ↗ |
| 5 | DAR Darling Ingredients Inc. | 3.00M | $164.0M | 3.1% | -9.7% | 13F ↗ |
| 6 | PSX Phillips 66 | 967,351 | $163.5M | 3.1% | +1075% | 13F ↗ |
| 7 | WMB Williams Companies, Inc. | 2.18M | $162.3M | 3.1% | +30.8% | 13F ↗ |
| 8 | SU Suncor Energy Inc. | 2.81M | $151.3M | 2.9% | -9.3% | 13F ↗ |
| 9 | DTM DT Midstream, Inc. | 946,016 | $138.8M | 2.6% | +13.3% | 13F ↗ |
| 10 | TRGP Targa Resources, Inc. | 502,928 | $134.9M | 2.5% | -22.4% | 13F ↗ |
| 11 | CNP CenterPoint Energy, Inc | 2.98M | $131.4M | 2.5% | +1.1% | 13F ↗ |
| 12 | CVE Cenovus Energy Inc | 4.87M | $120.9M | 2.3% | +2.1% | 13F ↗ |
| 13 | NVT nVent Electric plc | 677,859 | $115.0M | 2.2% | -28.7% | 13F ↗ |
| 14 | PR Permian Resources Corporation | 6.11M | $112.5M | 2.1% | -0.6% | 13F ↗ |
| 15 | RAL Ralliant Corporation | 1.53M | $112.4M | 2.1% | +37.2% | 13F ↗ |
| 16 | LNT Alliant Energy Corporation | 1.41M | $107.8M | 2.0% | New | 13F ↗ |
| 17 | BG Bunge Global SA | 965,795 | $103.1M | 1.9% | -13.7% | 13F ↗ |
| 18 | HAL Halliburton Company | 2.67M | $90.6M | 1.7% | New | 13F ↗ |
| 19 | LNG Cheniere Energy, Inc. | 377,399 | $90.2M | 1.7% | -17.9% | 13F ↗ |
| 20 | FTI TechnipFMC plc | 1.30M | $85.9M | 1.6% | +55.0% | 13F ↗ |
| 21 | EQT EQT Corporation | 1.58M | $83.9M | 1.6% | +47.4% | 13F ↗ |
| 22 | SOLS Solstice Advanced Materials Inc. | 910,394 | $80.7M | 1.5% | +41.7% | 13F ↗ |
| 23 | WCC WESCO International, Inc. | 233,424 | $80.6M | 1.5% | New | 13F ↗ |
| 24 | MTZ MasTec, Inc. | 190,236 | $79.1M | 1.5% | -14.7% | 13F ↗ |
| 25 | MAIR Madison Air Solutions Corporation | 1.94M | $75.8M | 1.4% | New | 13F ↗ |
| 26 | TTE TotalEnergies SE · Act | 971,338 | $75.5M | 1.4% | +2.3% | 13F ↗ |
| 27 | MPC Marathon Petroleum Corporation | 288,592 | $73.8M | 1.4% | -7.1% | 13F ↗ |
| 28 | LGN Legence Corp. | 852,658 | $72.7M | 1.4% | +17.4% | 13F ↗ |
| 29 | FIX Comfort Systems USA, Inc. | 36,660 | $72.7M | 1.4% | +64.0% | 13F ↗ |
| 30 | INIO Innio NV | 1.79M | $70.8M | 1.3% | New | 13F ↗ |
| 31 | BP BP p.l.c. · ADR | 1.84M | $68.1M | 1.3% | -48.0% | 13F ↗ |
| 32 | CRH Crh plc | 626,927 | $67.1M | 1.3% | +85.4% | 13F ↗ |
| 33 | ST Sensata Technologies Holding plc | 1.32M | $62.9M | 1.2% | -26.7% | 13F ↗ |
| 34 | TS Tenaris S.A. · ADR | 1.13M | $62.7M | 1.2% | New | 13F ↗ |
| 35 | TLN Talen Energy Corporation | 154,750 | $59.5M | 1.1% | New | 13F ↗ |
| 36 | WTTR Select Water Solutions, Inc. | 2.96M | $59.1M | 1.1% | +2.3% | 13F ↗ |
| 37 | WFRD Weatherford International Corp | 699,412 | $57.0M | 1.1% | New | 13F ↗ |
| 38 | CNR Core Natural Resources, Inc. · Common Stocks | 687,465 | $55.0M | 1.0% | -5.4% | 13F ↗ |
| 39 | JHX James Hardie Industries plc. | 2.06M | $54.0M | 1.0% | +5.4% | 13F ↗ |
| 40 | BWA BorgWarner Inc. | 801,595 | $53.2M | 1.0% | New | 13F ↗ |
| 41 | XEL Xcel Energy Inc. | 654,993 | $52.6M | 1.0% | -57.2% | 13F ↗ |
| 42 | MEOH Methanex Corporation | 1.13M | $52.2M | 1.0% | New | 13F ↗ |
| 43 | LECO Lincoln Electric Holdings, Inc. | 189,326 | $50.3M | 0.9% | +102% | 13F ↗ |
| 44 | COP ConocoPhillips | 459,835 | $47.8M | 0.9% | -11.9% | 13F ↗ |
| 45 | IAG Iamgold Corporation | 3.02M | $47.8M | 0.9% | +2.2% | 13F ↗ |
| 46 | Q Qnity Electronics, Inc. | 283,819 | $46.4M | 0.9% | -34.5% | 13F ↗ |
| 47 | BKV BKV Corporation | 1.67M | $45.8M | 0.9% | +1.6% | 13F ↗ |
| 48 | FLEX Flex Ltd. | 275,600 | $44.7M | 0.8% | New | 13F ↗ |
| 49 | Exxon Mobil Corp | 302,662 | $41.4M | 0.8% | +29.8% | 13F ↗ |
| 50 | DINO HF Sinclair Corporation | 504,845 | $35.2M | 0.7% | -52.1% | 13F ↗ |
Showing the top 50 of 81 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
23 new, 34 added to, 24 trimmed, 21 exited, 0 unchanged. By estimated dollars.
New positions (23)
| DVN Devon Energy Corporation | 6.56M | New | $271.1M |
| LNT Alliant Energy Corporation | 1.41M | New | $107.8M |
| HAL Halliburton Company | 2.67M | New | $90.6M |
| WCC WESCO International, Inc. | 233,424 | New | $80.6M |
| MAIR Madison Air Solutions Corporation | 1.94M | New | $75.8M |
| INIO Innio NV | 1.79M | New | $70.8M |
| TS Tenaris S.A. · ADR | 1.13M | New | $62.7M |
| TLN Talen Energy Corporation | 154,750 | New | $59.5M |
| WFRD Weatherford International Corp | 699,412 | New | $57.0M |
| BWA BorgWarner Inc. | 801,595 | New | $53.2M |
Added to (34)
| PSX Phillips 66 | 967,351 | +1075% | $149.6M |
| ETR Entergy Corporation | 1.79M | +63.3% | $79.6M |
| WMB Williams Companies, Inc. | 2.18M | +30.8% | $38.3M |
| CRH Crh plc | 626,927 | +85.4% | $30.9M |
| FTI TechnipFMC plc | 1.30M | +55.0% | $30.5M |
| RAL Ralliant Corporation | 1.53M | +37.2% | $30.5M |
| FIX Comfort Systems USA, Inc. | 36,660 | +64.0% | $28.4M |
| EQT EQT Corporation | 1.58M | +47.4% | $27.0M |
| LECO Lincoln Electric Holdings, Inc. | 189,326 | +102% | $25.4M |
| VST Vistra Corp. | 1.27M | +13.4% | $23.8M |
Trimmed (24)
| XEL Xcel Energy Inc. | 654,993 | -57.2% | -$70.4M |
| BP BP p.l.c. · ADR | 1.84M | -48.0% | -$62.8M |
| NVT nVent Electric plc | 677,859 | -28.7% | -$46.2M |
| PRIM Primoris Services Corporation | 211,913 | -68.6% | -$45.9M |
| FCX Freeport-McMoRan, Inc. | 374,286 | -62.5% | -$39.3M |
| TRGP Targa Resources, Inc. | 502,928 | -22.4% | -$39.0M |
| DINO HF Sinclair Corporation | 504,845 | -52.1% | -$38.3M |
| NUE Nucor Corporation | 129,793 | -55.7% | -$36.4M |
| Q Qnity Electronics, Inc. | 283,819 | -34.5% | -$24.4M |
| ST Sensata Technologies Holding plc | 1.32M | -26.7% | -$22.9M |
Exited (21)
| Coterra Energy Inc | 7.30M | Exited | -$256.6M |
| SRE Sempra | 1.41M | Exited | -$137.3M |
| NRG NRG Energy, Inc. | 890,906 | Exited | -$130.2M |
| HUBB Hubbell Inc | 216,337 | Exited | -$106.2M |
| VG Venture Global, Inc. | 4.15M | Exited | -$65.5M |
| LYB LyondellBasell Industries NV · Shs - A - | 654,687 | Exited | -$52.7M |
| FANG Diamondback Energy, Inc. | 266,065 | Exited | -$52.6M |
| EXE Expand Energy Corporation | 431,690 | Exited | -$47.4M |
| AR Antero Resources Corporation | 951,200 | Exited | -$40.4M |
| CMI Cummins Inc. · Equities | 73,528 | Exited | -$39.6M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer