Reported positions
Quarter-end holdings as filed
Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.
Merewether Investment Management, LP
- sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
- $5.2B
- ALL retained default holdings for this (filer, period), including NULL-value ones
- 79
- positions with no comparable holding in the prior quarter (kind new), 2026-03-31
- 23
- positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
- 21
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗
Position changes — into 2026-03-31
by shares · Δ value · filing link · how changes are classified §Period
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Prev value | Curr value | Prev shares | Curr shares | |
|---|---|---|---|---|---|---|---|
position key sid:sec:prov:dcdf9d85329d8c12b54bf106942f0068 · issuer key cusip6:127097 COM | ADD | +$202M | +5,228,191 | $54.6M | $257M | 2,073,500 | 7,301,691 |
position key pos:12175 · issuer key iss:1385 COM | ADD | +$113M | +670,617 | $142M | $254M | 3,612,697 | 4,283,314 |
position key pos:11686 · issuer key iss:558 COM | ADD | +$174M | +2,446,409 | $31.6M | $206M | 878,114 | 3,324,523 |
position key pos:18253 · issuer key iss:1731 COM | TRIM | +$59.7M | −173,653 | $145M | $205M | 3,277,504 | 3,103,851 |
position key pos:11219 · issuer key iss:1925 COM | ADD | +$104M | +718,299 | $64.1M | $168M | 397,322 | 1,115,621 |
position key pos:16000 · issuer key iss:215 SPONSORED ADR | ADD | +$62.0M | +533,297 | $104M | $166M | 3,008,100 | 3,541,397 |
position key pos:13890 · issuer key iss:1760 COM | TRIM | +$24.3M | −101,137 | $138M | $163M | 749,577 | 648,440 |
position key pos:11992 · issuer key iss:2256 COM SHS | TRIM | +$41.4M | −14,157 | $101M | $142M | 1,132,700 | 1,118,543 |
position key pos:14516 · issuer key iss:1643 COM | TRIM | +$684K | −134,344 | $137M | $137M | 1,547,132 | 1,412,788 |
position key pos:17456 · issuer key iss:1440 CLASS A COM | TRIM | +$43.2M | −114,622 | $87.9M | $131M | 6,263,137 | 6,148,515 |
position key pos:10822 · issuer key iss:438 COM NEW | ADD | +$62.6M | +110,871 | $67.8M | $130M | 348,600 | 459,471 |
position key pos:11582 · issuer key iss:1267 COM NEW | ADD | +$8.3M | +125,280 | $122M | $130M | 765,626 | 890,906 |
position key pos:11170 · issuer key iss:421 COM | ADD | +$16.4M | +55,405 | $111M | $127M | 2,897,000 | 2,952,405 |
position key pos:11005 · issuer key iss:420 COM | ADD | +$91.5M | +2,695,009 | $35.1M | $127M | 2,076,591 | 4,771,600 |
position key pos:12048 · issuer key iss:665 COM | TRIM | −$43.1M | −702,358 | $166M | $123M | 1,796,900 | 1,094,542 |
position key pos:13598 · issuer key iss:1994 COM | TRIM | −$38.4M | −636,168 | $160M | $122M | 2,167,710 | 1,531,542 |
position key pos:15560 · issuer key iss:1973 COM | TRIM | −$19.3M | −672,572 | $141M | $121M | 2,341,000 | 1,668,428 |
position key pos:12231 · issuer key iss:551 COMMON STOCK | TRIM | −$12.3M | −207,594 | $125M | $112M | 1,042,600 | 835,006 |
position key pos:12883 · issuer key iss:2178 SHS | TRIM | −$23.8M | −385,243 | $136M | $112M | 1,335,574 | 950,331 |
position key pos:13049 · issuer key iss:926 COM | ADD | +$60.5M | +113,417 | $45.7M | $106M | 102,920 | 216,337 |
position key pos:12596 · issuer key iss:1481 COM | TRIM | −$511K | −106,861 | $97.0M | $96.5M | 781,700 | 674,839 |
position key pos:11479 · issuer key iss:2017 ACT | NEW | +$86.4M | +949,800 | $0 | $86.4M | — | 949,800 |
position key pos:17168 · issuer key iss:518 COM SHS | ADD | +$46.1M | +387,234 | $30.0M | $76.1M | 339,400 | 726,634 |
position key pos:14787 · issuer key iss:1180 COM | NEW | +$75.8M | +310,500 | $0 | $75.8M | — | 310,500 |
position key pos:15610 · issuer key iss:1192 COM | TRIM | −$51.9M | −346,079 | $124M | $71.8M | 569,140 | 223,061 |
position key pos:15035 · issuer key iss:505 COM | NEW | +$68.9M | +522,192 | $0 | $68.9M | — | 522,192 |
position key pos:12576 · issuer key iss:622 COM | ADD | +$22.8M | +224,564 | $45.3M | $68.1M | 845,286 | 1,069,850 |
position key pos:10845 · issuer key iss:864 COM | NEW | +$65.8M | +1,054,435 | $0 | $65.8M | — | 1,054,435 |
position key pos:12993 · issuer key iss:1898 COM CL A | NEW | +$65.5M | +4,154,300 | $0 | $65.5M | — | 4,154,300 |
position key pos:13556 · issuer key iss:2208 SHS | ADD | +$33.2M | +892,042 | $30.1M | $63.3M | 904,600 | 1,796,642 |
position key pos:10501 · issuer key iss:779 CL B | TRIM | −$38.3M | −910,636 | $97.0M | $58.7M | 1,909,400 | 998,764 |
position key pos:18060 · issuer key iss:2229 COM | TRIM | −$9.5M | −674,845 | $67.3M | $57.8M | 1,511,128 | 836,283 |
position key pos:11928 · issuer key iss:948 COM | TRIM | +$578K | −382,248 | $55.0M | $55.6M | 3,335,790 | 2,953,542 |
position key pos:17310 · issuer key iss:2292 SHS - A - | NEW | +$52.7M | +654,687 | $0 | $52.7M | — | 654,687 |
position key pos:17724 · issuer key iss:576 COM | TRIM | −$43.6M | −374,185 | $96.2M | $52.6M | 640,250 | 266,065 |
position key pos:16130 · issuer key iss:1508 COMMON STOCK | TRIM | −$21.7M | −444,764 | $71.7M | $50.0M | 878,048 | 433,284 |
position key pos:10172 · issuer key iss:1332 COM | ADD | +$16.3M | +89,214 | $33.3M | $49.6M | 203,900 | 293,114 |
position key pos:12515 · issuer key iss:1689 COM SHS | NEW | +$48.9M | +642,451 | $0 | $48.9M | — | 642,451 |
position key pos:15270 · issuer key iss:439 COM | TRIM | −$99.3M | −897,385 | $147M | $47.4M | 1,329,075 | 431,690 |
position key sid:sec:prov:7da6d9ed03593f2a2176c15d8c27841a · issuer key cusip6:05603J COM | TRIM | +$1.5M | −29,444 | $45.5M | $47.0M | 1,676,217 | 1,646,773 |
position key pos:14432 · issuer key iss:1521 COM | NEW | +$46.3M | +1,112,250 | $0 | $46.3M | — | 1,112,250 |
position key sid:sec:prov:ba312b1ecdb73a69bcdb3675571f2b13 · issuer key cusip6:81617J CL A COM | NEW | +$44.2M | +2,889,000 | $0 | $44.2M | — | 2,889,000 |
position key pos:13789 · issuer key iss:1106 CL A | TRIM | −$7.8M | −408,086 | $48.8M | $41.0M | 1,134,422 | 726,336 |
position key pos:13774 · issuer key iss:134 COM | ADD | +$15.3M | +223,500 | $25.1M | $40.4M | 727,700 | 951,200 |
position key sid:sec:prov:86d9552e2d803f75a177848f63ed58ce · issuer key cusip6:152006 COM | ADD | +$7.7M | +11,423 | $32.4M | $40.1M | 2,253,100 | 2,264,523 |
position key pos:14552 · issuer key iss:711 COM | TRIM | −$44.8M | −468,231 | $84.4M | $39.6M | 701,493 | 233,262 |
position key pos:11393 · issuer key iss:545 COM | TRIM | −$14.6M | −32,532 | $54.1M | $39.6M | 106,060 | 73,528 |
position key pos:10948 · issuer key iss:2206 COM | NEW | +$39.5M | +867,338 | $0 | $39.5M | — | 867,338 |
position key pos:14467 · issuer key iss:2173 ORD SHS A | NEW | +$38.2M | +779,215 | $0 | $38.2M | — | 779,215 |
position key sid:sec:prov:821b9566b4b0b4263f581588850fb987 · issuer key cusip6:G4253H ORD SHS | ADD | +$18.9M | +1,081,230 | $18.2M | $37.1M | 876,600 | 1,957,830 |
position key pos:10483 · issuer key iss:777 COM | NEW | +$35.6M | +144,000 | $0 | $35.6M | — | 144,000 |
position key pos:11017 · issuer key iss:2082 ORD | NEW | +$35.5M | +338,119 | $0 | $35.5M | — | 338,119 |
position key pos:14072 · issuer key iss:1416 COM | NEW | +$32.5M | +3,003,324 | $0 | $32.5M | — | 3,003,324 |
position key pos:17974 · issuer key iss:488 COM | TRIM | −$12.4M | −23,998 | $43.3M | $30.8M | 46,349 | 22,351 |
position key pos:17283 · issuer key iss:425 COM | NEW | +$30.2M | +514,800 | $0 | $30.2M | — | 514,800 |
position key pos:18003 · issuer key iss:1117 COM CL A | ADD | +$12.2M | +80,483 | $17.6M | $29.7M | 951,092 | 1,031,575 |
position key sid:sec:prov:17ae2239695e30357f07753686d40be8 · issuer key cusip6:04040Y COM | TRIM | −$1.6M | −298,404 | $27.5M | $25.9M | 1,694,800 | 1,396,396 |
position key pos:12282 · issuer key iss:1965 COM | TRIM | −$3.0M | −168,200 | $28.7M | $25.7M | 388,100 | 219,900 |
position key pos:11527 · issuer key iss:381 COM | ADD | +$17.3M | +144,956 | $8.1M | $25.4M | 88,854 | 233,810 |
position key pos:12577 · issuer key iss:1126 COM | TRIM | +$573K | −1,292 | $22.7M | $23.3M | 94,800 | 93,508 |
position key pos:16178 · issuer key iss:1409 COM NEW | TRIM | −$2.7M | −364,935 | $25.8M | $23.1M | 734,400 | 369,465 |
position key pos:11235 · issuer key iss:1356 COM PAR $1 | NEW | +$18.5M | +623,377 | $0 | $18.5M | — | 623,377 |
position key pos:10925 · issuer key iss:1309 CLASS A COM | ADD | +$8.3M | +44,232 | $7.8M | $16.1M | 88,975 | 133,207 |
position key pos:11609 · issuer key iss:1447 COM | NEW | +$15.0M | +82,300 | $0 | $15.0M | — | 82,300 |
position key pos:15505 · issuer key iss:568 COM | TRIM | −$848K | −1,695,140 | $15.7M | $14.9M | 5,903,300 | 4,208,160 |
position key pos:15986 · issuer key cusip6:853606 COM | TRIM | −$4.5M | −64,604 | $18.0M | $13.5M | 4,037,000 | 3,972,396 |
position key pos:16984 · issuer key iss:187 COM | TRIM | −$26.7M | −166,727 | $39.9M | $13.2M | 238,236 | 71,509 |
position key pos:10665 · issuer key iss:222 CL A | NEW | +$10.6M | +173,400 | $0 | $10.6M | — | 173,400 |
position key pos:13390 · issuer key iss:656 COM UT LTD PTN | NEW | +$10.0M | +516,200 | $0 | $10.0M | — | 516,200 |
position key pos:16204 · issuer key iss:755 COM | NEW | +$5.5M | +75,100 | $0 | $5.5M | — | 75,100 |
position key pos:15548 · issuer key iss:935 COM | TRIM | −$12.7M | −278,691 | $18.1M | $5.4M | 393,600 | 114,909 |
position key pos:13266 · issuer key iss:414 COM | NEW | +$4.9M | +74,600 | $0 | $4.9M | — | 74,600 |
position key pos:11866 · issuer key iss:612 COM | TRIM | −$46.2M | −1,161,336 | $50.1M | $3.9M | 1,246,796 | 85,460 |
position key sid:sec:prov:f628d442eb402b98a0887c69515d3462 · issuer key cusip6:87507T COM | TRIM | +$1.5M | −1,121 | $1.9M | $3.4M | 70,000 | 68,879 |
position key pos:16532 · issuer key iss:812 COM | TRIM | −$49.5M | −606,672 | $51.5M | $2.0M | 633,300 | 26,628 |
position key pos:14439 · issuer key iss:66 COM | NEW | +$1.7M | +9,640 | $0 | $1.7M | — | 9,640 |
position key sid:sec:prov:dfc258937165c462fd1ad3d4e37e4beb · issuer key cusip6:03938L NY REGISTRY SH | NEW | +$1.4M | +28,173 | $0 | $1.4M | — | 28,173 |
position key pos:13706 · issuer key iss:804 COM | TRIM | −$28.0M | −1,607,737 | $29.4M | $1.4M | 1,686,100 | 78,363 |
position key pos:10523 · issuer key iss:1782 COM | TRIM | −$24.4M | −2,128,588 | $24.9M | $518K | 2,164,500 | 35,912 |
| pos:10241 | EXIT‡e | −$41.1M | −3,096,600 | $41.1M | $0 | 3,096,600 | — |
| pos:10596 | EXIT‡e | −$12.3M | −318,082 | $12.3M | $0 | 318,082 | — |
| pos:10933 | EXIT‡e | −$41.8M | −116,000 | $41.8M | $0 | 116,000 | — |
| pos:11025 | EXIT‡e | −$495K | −5,200 | $495K | $0 | 5,200 | — |
| pos:11048 | EXIT‡e | −$16.5M | −323,861 | $16.5M | $0 | 323,861 | — |
| pos:11150 | EXIT‡e | −$58.5M | −359,131 | $58.5M | $0 | 359,131 | — |
| pos:11321 | EXIT‡e | −$58.0M | −1,331,000 | $58.0M | $0 | 1,331,000 | — |
| pos:11835 | EXIT‡e | −$14.1M | −393,700 | $14.1M | $0 | 393,700 | — |
| pos:12367 | EXIT‡e | −$32.9M | −857,300 | $32.9M | $0 | 857,300 | — |
| pos:12900 | EXIT‡e | −$25.8M | −188,946 | $25.8M | $0 | 188,946 | — |
| pos:13214 | EXIT‡e | −$84.9M | −325,100 | $84.9M | $0 | 325,100 | — |
| pos:14503 | EXIT‡e | −$39.6M | −539,421 | $39.6M | $0 | 539,421 | — |
| pos:14868 | EXIT‡e | −$46.9M | −882,200 | $46.9M | $0 | 882,200 | — |
| pos:15332 | EXIT‡e | −$760K | −6,400 | $760K | $0 | 6,400 | — |
| pos:15621 | EXIT‡e | −$13.5M | −122,300 | $13.5M | $0 | 122,300 | — |
| pos:15663 | EXIT‡e | −$9.0M | −53,400 | $9.0M | $0 | 53,400 | — |
| pos:15958 | EXIT‡e | −$9.0M | −23,908 | $9.0M | $0 | 23,908 | — |
| pos:16282 | EXIT‡e | −$23.1M | −504,900 | $23.1M | $0 | 504,900 | — |
| pos:16782 | EXIT‡e | −$33.9M | −1,344,000 | $33.9M | $0 | 1,344,000 | — |
| sid:sec:prov:49742cb02fd6ccf1ff08481bf072a881 | EXIT‡e | −$17.4M | −870,400 | $17.4M | $0 | 870,400 | — |
| sid:sec:prov:68c104bddb203e846f6a4df9abb64455 | EXIT‡e | −$20.8M | −3,672,900 | $20.8M | $0 | 3,672,900 | — |
Flags: no row carries a flag.
1–20 of the 100 changes on this page
Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗
Reported positions — 2026-03-31
1–79 of 79 positions · $5.2B disclosed value over 79 rows · 0 undisclosed-value rowsViewThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
| This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Wt |
|---|---|---|---|---|---|
| — | COTERRA ENERGY INC · COM CUSIP 127097103 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $257M | 7,301,691 | 5.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | OVINTIV INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $254M | 4,283,314 | 4.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DARLING INGREDIENTS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $206M | 3,324,523 | 4.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SUNCOR ENERGY INC NEW · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $205M | 3,103,851 | 4.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VISTRA CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $168M | 1,115,621 | 3.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BP PLC · SPONSORED ADR CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $166M | 3,541,397 | 3.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TARGA RES CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $163M | 648,440 | 3.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BUNGE GLOBAL SA · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $142M | 1,118,543 | 2.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SEMPRA · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $137M | 1,412,788 | 2.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PERMIAN RESOURCES CORP · CLASS A COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $131M | 6,148,515 | 2.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CHENIERE ENERGY INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $130M | 459,471 | 2.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NRG ENERGY INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $130M | 890,906 | 2.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CENTERPOINT ENERGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $127M | 2,952,405 | 2.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CENOVUS ENERGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $127M | 4,771,600 | 2.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ENTERGY CORP NEW · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $123M | 1,094,542 | 2.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | XCEL ENERGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $122M | 1,531,542 | 2.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WILLIAMS COS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $121M | 1,668,428 | 2.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DT MIDSTREAM INC · COMMON STOCK CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $112M | 835,006 | 2.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NVENT ELEC PLC · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $112M | 950,331 | 2.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HUBBELL INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $106M | 216,337 | 2.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PRIMORIS SVCS CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $96.5M | 674,839 | 1.9% | |
| — | TOTALENERGIES SE · ACT CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $86.4M | 949,800 | 1.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CORE NATURAL RESOURCES INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $76.1M | 726,634 | 1.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MARATHON PETE CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $75.8M | 310,500 | 1.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MASTEC INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $71.8M | 223,061 | 1.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CONOCOPHILLIPS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $68.9M | 522,192 | 1.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EQT CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $68.1M | 1,069,850 | 1.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HF SINCLAIR CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $65.8M | 1,054,435 | 1.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VENTURE GLOBAL INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $65.5M | 4,154,300 | 1.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SENSATA TECHNOLOGIES HLDG PL · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $63.3M | 1,796,642 | 1.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FREEPORT MCMORAN INC · CL B CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $58.7M | 998,764 | 1.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TECHNIPFMC PLC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $57.8M | 836,283 | 1.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | IAMGOLD CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $55.6M | 2,953,542 | 1.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LYONDELLBASELL INDUSTRIES NV · SHS - A - CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $52.7M | 654,687 | 1.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DIAMONDBACK ENERGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $52.6M | 266,065 | 1.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | QNITY ELECTRONICS INC · COMMON STOCK CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $50.0M | 433,284 | 1.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NUCOR CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $49.6M | 293,114 | 1.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SOLSTICE ADVANCED MATLS INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $48.9M | 642,451 | 0.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EXPAND ENERGY CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $47.4M | 431,690 | 0.9% | |
| — | BKV CORP · COM CUSIP 05603J108 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $47.0M | 1,646,773 | 0.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | RALLIANT CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $46.3M | 1,112,250 | 0.9% | |
| — | SELECT WATER SOLUTIONS INC · CL A COM CUSIP 81617J301 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $44.2M | 2,889,000 | 0.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LEGENCE CORP · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $41.0M | 726,336 | 0.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ANTERO RESOURCES CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $40.4M | 951,200 | 0.8% | |
| — | CENTERRA GOLD INC · COM CUSIP 152006102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $40.1M | 2,264,523 | 0.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EXXON MOBIL CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $39.6M | 233,262 | 0.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CUMMINS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $39.6M | 73,528 | 0.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SEADRILL LTD · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $39.5M | 867,338 | 0.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NOBLE CORP PLC · ORD SHS A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $38.2M | 779,215 | 0.7% | |
| — | JAMES HARDIE INDS PLC · ORD SHS CUSIP G4253H101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $37.1M | 1,957,830 | 0.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FRANCO NEV CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $35.6M | 144,000 | 0.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CRH PLC · ORD CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $35.5M | 338,119 | 0.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PATTERSON-UTI ENERGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $32.5M | 3,003,324 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COMFORT SYS USA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $30.8M | 22,351 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CENTURY ALUM CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $30.2M | 514,800 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LIBERTY ENERGY INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $29.7M | 1,031,575 | 0.6% | |
| — | ARIS MINING CORPORATION · COM CUSIP 04040Y109 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $25.9M | 1,396,396 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WESTLAKE CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $25.7M | 219,900 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CAMECO CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $25.4M | 233,810 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LINCOLN ELEC HLDGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $23.3M | 93,508 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PAR PAC HOLDINGS INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $23.1M | 369,465 | 0.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | OLIN CORP · COM PAR $1 CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $18.5M | 623,377 | 0.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NEXTPOWER INC · CLASS A COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $16.1M | 133,207 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PHILLIPS 66 · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $15.0M | 82,300 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DENISON MINES CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $14.9M | 4,208,160 | 0.3% | |
| — | STANDARD LITHIUM LTD · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $13.5M | 3,972,396 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ATMOS ENERGY CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.2M | 71,509 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BAKER HUGHES COMPANY · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $10.6M | 173,400 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ENERGY TRANSFER L P · COM UT LTD PTN CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $10.0M | 516,200 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FLOWSERVE CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.5M | 75,100 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HUT 8 CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.4M | 114,909 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CELANESE CORP DEL · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $4.9M | 74,600 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DUPONT DE NEMOURS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $3.9M | 85,460 | 0.1% | |
| — | TAMBORAN RES CORP · COM CUSIP 87507T101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $3.4M | 68,879 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GENERAL MTRS CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $2.0M | 26,628 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALBEMARLE CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.7M | 9,640 | 0.0% | |
| — | ARCELORMITTAL SA LUXEMBOURG · NY REGISTRY SH CUSIP 03938L203 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $1.4M | 28,173 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GARRETT MOTION INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.4M | 78,363 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TERAWULF INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $518K | 35,912 | 0.0% |
1–20 of 79 positions
Change kind and share change are in Position changes above; Congress overlap is planned.
1–79 of 79 positions · page 1 of 1
One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗
Book shape
2026-03-31 · concentration · vs tracked median · tick = median- Top-25 concentration
- 66.7%below median 80.0%
- Concentration index
- 229 bpsbelow median 446 bps
- Positions with value
- 79 / 79median book 97.5 positions
Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.
holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · : 66.7% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 229 · QoQ moves: 100
Filing history
AVAILABLE QUARTERS| Period | Source |
|---|---|
| 2026-03-31 | EDGAR ↗ |
PLANNED sector rotation · Congress overlap · signals for this filer
Complete source filings on SEC EDGAR
The complete filing on EDGAR.
The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.
Open Merewether Investment Management, LP's 13F filings on SEC EDGAR ↗Notes on this data
Share changes
Compare consecutive quarters
Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.
Coverage
A snapshot, not current holdings
Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.
Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).