13F holdings
Merewether Investment Management, LP portfolio
Managed by . 79 reported positions worth $5.2B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$5.2B
Book value
79
Positions
35%
Top 10 weight
+23
New this quarter
-21
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (23)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| TTE | TOTALENERGIES SE | $86.4M | 949,800 | 1.67% |
| MPC | MARATHON PETE CORP | $75.8M | 310,500 | 1.47% |
| COP | CONOCOPHILLIPS | $68.9M | 522,192 | 1.33% |
| DINO | HF SINCLAIR CORP | $65.8M | 1,054,435 | 1.27% |
| VG | VENTURE GLOBAL INC | $65.5M | 4,154,300 | 1.27% |
| LYB | LYONDELLBASELL INDUSTRIES NV | $52.7M | 654,687 | 1.02% |
| SOLS | SOLSTICE ADVANCED MATLS INC | $48.9M | 642,451 | 0.95% |
| RAL | RALLIANT CORP | $46.3M | 1,112,250 | 0.90% |
| WTTR | SELECT WATER SOLUTIONS INC | $44.2M | 2,889,000 | 0.86% |
| SDRL | SEADRILL LTD | $39.5M | 867,338 | 0.76% |
| NE | NOBLE CORP PLC | $38.2M | 779,215 | 0.74% |
| FNV | FRANCO NEV CORP | $35.6M | 144,000 | 0.69% |
| CRH | CRH PLC | $35.5M | 338,119 | 0.69% |
| PTEN | PATTERSON-UTI ENERGY INC | $32.5M | 3,003,324 | 0.63% |
| CENX | CENTURY ALUM CO | $30.2M | 514,800 | 0.58% |
| OLN | OLIN CORP | $18.5M | 623,377 | 0.36% |
| PSX | PHILLIPS 66 | $15.0M | 82,300 | 0.29% |
| BKR | BAKER HUGHES COMPANY | $10.6M | 173,400 | 0.20% |
| ET | ENERGY TRANSFER L P | $10.0M | 516,200 | 0.19% |
| FLS | FLOWSERVE CORP | $5.5M | 75,100 | 0.11% |
| CE | CELANESE CORP DEL | $4.9M | 74,600 | 0.09% |
| ALB | ALBEMARLE CORP | $1.7M | 9,640 | 0.03% |
| MT | ARCELORMITTAL SA LUXEMBOURG | $1.4M | 28,173 | 0.03% |
Closed out (21)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| FSLR | FIRST SOLAR INC | $84.9M | 325,100 | 0.00% |
| VLO | VALERO ENERGY CORP | $58.5M | 359,131 | 0.00% |
| B | BARRICK MNG CORP | $58.0M | 1,331,000 | 0.00% |
| AA | ALCOA CORP | $46.9M | 882,200 | 0.00% |
| AYI | ACUITY INC | $41.8M | 116,000 | 0.00% |
| CLF | CLEVELAND-CLIFFS INC NEW | $41.1M | 3,096,600 | 0.00% |
| SHEL | SHELL PLC | $39.6M | 539,421 | 0.00% |
| CTRI | CENTURI HOLDINGS INC | $33.9M | 1,344,000 | 0.00% |
| SLB | SLB LIMITED | $32.9M | 857,300 | 0.00% |
| GNRC | GENERAC HLDGS INC | $25.8M | 188,946 | 0.00% |
| WHD | CACTUS INC | $23.1M | 504,900 | 0.00% |
| TKOEUR | TASEKO MINES LTD | $20.8M | 3,672,900 | 0.00% |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $17.4M | 870,400 | 0.00% |
| STNG | SCORPIO TANKERS INC | $16.5M | 323,861 | 0.00% |
| EGO | ELDORADO GOLD CORP NEW | $14.1M | 393,700 | 0.00% |
| KEX | KIRBY CORP | $13.5M | 122,300 | 0.00% |
| VNOM | VIPER ENERGY INC | $12.3M | 318,082 | 0.00% |
| STLD | STEEL DYNAMICS INC | $9.0M | 53,400 | 0.00% |
| TLN | TALEN ENERGY CORP | $9.0M | 23,908 | 0.00% |
| ALV | AUTOLIV INC | $759,680 | 6,400 | 0.00% |
| VC | VISTEON CORP | $494,520 | 5,200 | 0.00% |
Added to (19)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| CTRA | COTERRA ENERGY INC | $256.6M | 7,301,691 | 4.97% | +252% |
| OVV | OVINTIV INC | $254.3M | 4,283,314 | 4.92% | +19% |
| DAR | DARLING INGREDIENTS INC | $205.6M | 3,324,523 | 3.98% | +279% |
| VST | VISTRA CORP | $167.7M | 1,115,621 | 3.25% | +181% |
| BP | BP PLC | $166.4M | 3,541,397 | 3.22% | +18% |
| LNG | CHENIERE ENERGY INC | $130.4M | 459,471 | 2.52% | +32% |
| NRG | NRG ENERGY INC | $130.2M | 890,906 | 2.52% | +16% |
| CNP | CENTERPOINT ENERGY INC | $127.4M | 2,952,405 | 2.47% | +2% |
| CVE | CENOVUS ENERGY INC | $126.6M | 4,771,600 | 2.45% | +130% |
| HUBB | HUBBELL INC | $106.2M | 216,337 | 2.06% | +110% |
| CNR | CORE NATURAL RESOURCES INC | $76.1M | 726,634 | 1.47% | +114% |
| EQT | EQT CORP | $68.1M | 1,069,850 | 1.32% | +27% |
| ST | SENSATA TECHNOLOGIES HLDG PL | $63.3M | 1,796,642 | 1.23% | +99% |
| NUE | NUCOR CORP | $49.6M | 293,114 | 0.96% | +44% |
| AR | ANTERO RESOURCES CORP | $40.4M | 951,200 | 0.78% | +31% |
Trimmed (36)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| WULF | TERAWULF INC | $518,210 | 35,912 | 0.01% | -98% |
| GM | GENERAL MTRS CO | $2.0M | 26,628 | 0.04% | -96% |
| GTX | GARRETT MOTION INC | $1.4M | 78,363 | 0.03% | -95% |
| DWDPEUR | DUPONT DE NEMOURS INC | $3.9M | 85,460 | 0.08% | -93% |
| HUT | HUT 8 CORP | $5.4M | 114,909 | 0.10% | -71% |
| ATO | ATMOS ENERGY CORP | $13.2M | 71,509 | 0.26% | -70% |
| EXE | EXPAND ENERGY CORPORATION | $47.4M | 431,690 | 0.92% | -68% |
| EXMOC | EXXON MOBIL CORP | $39.6M | 233,262 | 0.77% | -67% |
| MTZ | MASTEC INC | $71.8M | 223,061 | 1.39% | -61% |
| FANG | DIAMONDBACK ENERGY INC | $52.6M | 266,065 | 1.02% | -58% |
| FIX | COMFORT SYS USA INC | $30.8M | 22,351 | 0.60% | -52% |
| Q | QNITY ELECTRONICS INC | $50.0M | 433,284 | 0.97% | -51% |
| PARR | PAR PAC HOLDINGS INC | $23.1M | 369,465 | 0.45% | -50% |
| FCX | FREEPORT MCMORAN INC | $58.7M | 998,764 | 1.14% | -48% |
| FTI | TECHNIPFMC PLC | $57.8M | 836,283 | 1.12% | -45% |
The book
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| CTRA | COTERRA ENERGY INC | $256.6M | 7,301,691 | 4.97% | — |
| OVV | OVINTIV INC | $254.3M | 4,283,314 | 4.92% | — |
| DAR | DARLING INGREDIENTS INC | $205.6M | 3,324,523 | 3.98% | — |
| SU | SUNCOR ENERGY INC NEW | $205.2M | 3,103,851 | 3.97% | — |
| VST | VISTRA CORP | $167.7M | 1,115,621 | 3.25% | — |
| BP | BP PLC | $166.4M | 3,541,397 | 3.22% | — |
| TRGP | TARGA RES CORP | $162.6M | 648,440 | 3.15% | — |
| BG | BUNGE GLOBAL SA | $142.3M | 1,118,543 | 2.75% | — |
| SRE | SEMPRA | $137.3M | 1,412,788 | 2.66% | — |
| PR | PERMIAN RESOURCES CORP | $131.1M | 6,148,515 | 2.54% | — |
| LNG | CHENIERE ENERGY INC | $130.4M | 459,471 | 2.52% | — |
| NRG | NRG ENERGY INC | $130.2M | 890,906 | 2.52% | — |
| CNP | CENTERPOINT ENERGY INC | $127.4M | 2,952,405 | 2.47% | — |
| CVE | CENOVUS ENERGY INC | $126.6M | 4,771,600 | 2.45% | — |
| ETR | ENTERGY CORP NEW | $123.0M | 1,094,542 | 2.38% | — |
| XEL | XCEL ENERGY INC | $121.7M | 1,531,542 | 2.36% | — |
| WMB | WILLIAMS COS INC | $121.4M | 1,668,428 | 2.35% | — |
| DTM | DT MIDSTREAM INC | $112.5M | 835,006 | 2.18% | — |
| NVT | NVENT ELEC PLC | $112.4M | 950,331 | 2.18% | — |
| HUBB | HUBBELL INC | $106.2M | 216,337 | 2.06% | — |
| PRIM | PRIMORIS SVCS CORP | $96.5M | 674,839 | 1.87% | — |
| TTE | TOTALENERGIES SE | $86.4M | 949,800 | 1.67% | — |
| CNR | CORE NATURAL RESOURCES INC | $76.1M | 726,634 | 1.47% | — |
| MPC | MARATHON PETE CORP | $75.8M | 310,500 | 1.47% | — |
| MTZ | MASTEC INC | $71.8M | 223,061 | 1.39% | — |
| COP | CONOCOPHILLIPS | $68.9M | 522,192 | 1.33% | — |
| EQT | EQT CORP | $68.1M | 1,069,850 | 1.32% | — |
| DINO | HF SINCLAIR CORP | $65.8M | 1,054,435 | 1.27% | — |
| VG | VENTURE GLOBAL INC | $65.5M | 4,154,300 | 1.27% | — |
| ST | SENSATA TECHNOLOGIES HLDG PL | $63.3M | 1,796,642 | 1.23% | — |
| FCX | FREEPORT MCMORAN INC | $58.7M | 998,764 | 1.14% | — |
| FTI | TECHNIPFMC PLC | $57.8M | 836,283 | 1.12% | — |
| IAG | IAMGOLD CORP | $55.6M | 2,953,542 | 1.08% | — |
| LYB | LYONDELLBASELL INDUSTRIES NV | $52.7M | 654,687 | 1.02% | — |
| FANG | DIAMONDBACK ENERGY INC | $52.6M | 266,065 | 1.02% | — |
| Q | QNITY ELECTRONICS INC | $50.0M | 433,284 | 0.97% | — |
| NUE | NUCOR CORP | $49.6M | 293,114 | 0.96% | — |
| SOLS | SOLSTICE ADVANCED MATLS INC | $48.9M | 642,451 | 0.95% | — |
| EXE | EXPAND ENERGY CORPORATION | $47.4M | 431,690 | 0.92% | — |
| BKV | BKV CORP | $47.0M | 1,646,773 | 0.91% | — |
| RAL | RALLIANT CORP | $46.3M | 1,112,250 | 0.90% | — |
| WTTR | SELECT WATER SOLUTIONS INC | $44.2M | 2,889,000 | 0.86% | — |
| LGN | LEGENCE CORP | $41.0M | 726,336 | 0.79% | — |
| AR | ANTERO RESOURCES CORP | $40.4M | 951,200 | 0.78% | — |
| CGAU | CENTERRA GOLD INC | $40.1M | 2,264,523 | 0.78% | — |
| EXMOC | EXXON MOBIL CORP | $39.6M | 233,262 | 0.77% | — |
| CMI | CUMMINS INC | $39.6M | 73,528 | 0.77% | — |
| SDRL | SEADRILL LTD | $39.5M | 867,338 | 0.76% | — |
| NE | NOBLE CORP PLC | $38.2M | 779,215 | 0.74% | — |
| JHX | JAMES HARDIE INDS PLC | $37.1M | 1,957,830 | 0.72% | — |
| FNV | FRANCO NEV CORP | $35.6M | 144,000 | 0.69% | — |
| CRH | CRH PLC | $35.5M | 338,119 | 0.69% | — |
| PTEN | PATTERSON-UTI ENERGY INC | $32.5M | 3,003,324 | 0.63% | — |
| FIX | COMFORT SYS USA INC | $30.8M | 22,351 | 0.60% | — |
| CENX | CENTURY ALUM CO | $30.2M | 514,800 | 0.58% | — |
| LBRT | LIBERTY ENERGY INC | $29.7M | 1,031,575 | 0.58% | — |
| ARIS | ARIS MINING CORPORATION | $25.9M | 1,396,396 | 0.50% | — |
| WLK | WESTLAKE CORPORATION | $25.7M | 219,900 | 0.50% | — |
| CCJ | CAMECO CORP | $25.4M | 233,810 | 0.49% | — |
| LECO | LINCOLN ELEC HLDGS INC | $23.3M | 93,508 | 0.45% | — |
| PARR | PAR PAC HOLDINGS INC | $23.1M | 369,465 | 0.45% | — |
| OLN | OLIN CORP | $18.5M | 623,377 | 0.36% | — |
| NXT | NEXTPOWER INC | $16.1M | 133,207 | 0.31% | — |
| PSX | PHILLIPS 66 | $15.0M | 82,300 | 0.29% | — |
| DNN | DENISON MINES CORP | $14.9M | 4,208,160 | 0.29% | — |
| SLI | STANDARD LITHIUM LTD | $13.5M | 3,972,396 | 0.26% | — |
| ATO | ATMOS ENERGY CORP | $13.2M | 71,509 | 0.26% | — |
| BKR | BAKER HUGHES COMPANY | $10.6M | 173,400 | 0.20% | — |
| ET | ENERGY TRANSFER L P | $10.0M | 516,200 | 0.19% | — |
| FLS | FLOWSERVE CORP | $5.5M | 75,100 | 0.11% | — |
| HUT | HUT 8 CORP | $5.4M | 114,909 | 0.10% | — |
| CE | CELANESE CORP DEL | $4.9M | 74,600 | 0.09% | — |
| DWDPEUR | DUPONT DE NEMOURS INC | $3.9M | 85,460 | 0.08% | — |
| TBN | TAMBORAN RES CORP | $3.4M | 68,879 | 0.07% | — |
| GM | GENERAL MTRS CO | $2.0M | 26,628 | 0.04% | — |
| ALB | ALBEMARLE CORP | $1.7M | 9,640 | 0.03% | — |
| MT | ARCELORMITTAL SA LUXEMBOURG | $1.4M | 28,173 | 0.03% | — |
| GTX | GARRETT MOTION INC | $1.4M | 78,363 | 0.03% | — |
| WULF | TERAWULF INC | $518,210 | 35,912 | 0.01% | — |
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Merewether Investment Management, LP (CIK 1736852, accession 0001420506-26-001143). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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