Merewether Investment Management, LP holds a diversified book of 79 stocks worth $5.2B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Totalenergies SE and trimmed Suncor Energy Inc. Their largest long position is Coterra Energy Inc at 5% of the equity book.
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Use Arkolith to show Merewether Investment Management, LP's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Coterra Energy Inc COM | $256.6M | 7.30M | 5.0% | ▲+252% Added · +5.2M sh | |
| 2 | Ovintiv Inc COM | $254.3M | 4.28M | 4.9% | ▲+19% Added · +671K sh | |
| 3 | Darling Ingredients Inc COM | $205.6M | 3.32M | 4.0% | ▲+279% Added · +2.4M sh | |
| 4 | Suncor Energy Inc New COM | $205.2M | 3.10M | 4.0% | ▼−5.3% Reduced · −174K sh | |
| 5 | Vistra Corp COM | $167.7M | 1.12M | 3.2% | ▲+181% Added · +718K sh | |
| 6 | BP PLC SPONSORED ADR | $166.4M | 3.54M | 3.2% | ▲+18% Added · +533K sh | |
| 7 | Targa Res Corp COM | $162.6M | 648.4K | 3.1% | ▼−13% Reduced · −101K sh | |
| 8 | Bunge Global Sa COM SHS | $142.3M | 1.12M | 2.8% | ▼−1.2% Reduced · −14K sh | |
| 9 | Sempra COM | $137.3M | 1.41M | 2.7% | ▼−8.7% Reduced · −134K sh | |
| 10 | Permian Resources Corp CLASS A COM | $131.1M | 6.15M | 2.5% | ▼−1.8% Reduced · −115K sh | |
| 11 | Cheniere Energy Inc COM NEW | $130.4M | 459.5K | 2.5% | ▲+32% Added · +111K sh | |
| 12 | NRG Energy Inc COM NEW | $130.2M | 890.9K | 2.5% | ▲+16% Added · +125K sh | |
| 13 | Centerpoint Energy Inc COM | $127.4M | 2.95M | 2.5% | ▲+1.9% Added · +55K sh | |
| 14 | Cenovus Energy Inc COM | $126.6M | 4.77M | 2.5% | ▲+130% Added · +2.7M sh | |
| 15 | Entergy Corp New COM | $123.0M | 1.09M | 2.4% | ▼−39% Reduced · −702K sh | |
| 16 | Xcel Energy Inc COM | $121.7M | 1.53M | 2.4% | ▼−29% Reduced · −636K sh | |
| 17 | Williams Cos Inc COM | $121.4M | 1.67M | 2.4% | ▼−29% Reduced · −673K sh | |
| 18 | DT Midstream Inc COMMON STOCK | $112.5M | 835.0K | 2.2% | ▼−20% Reduced · −208K sh | |
| 19 | Nvent Elec PLC SHS | $112.4M | 950.3K | 2.2% | ▼−29% Reduced · −385K sh | |
| 20 | Hubbell Inc COM | $106.2M | 216.3K | 2.1% | ▲+110% Added · +113K sh | |
| 21 | Primoris Svcs Corp COM | $96.5M | 674.8K | 1.9% | ▼−14% Reduced · −107K sh | |
| 22 | Totalenergies SE ACT | $86.4M | 949.8K | 1.7% | ▲New New position | |
| 23 | Core Natural Resources Inc COM SHS | $76.1M | 726.6K | 1.5% | ▲+114% Added · +387K sh | |
| 24 | Marathon Pete Corp COM | $75.8M | 310.5K | 1.5% | ▲New New position | |
| 25 | Mastec Inc COM | $71.8M | 223.1K | 1.4% | ▼−61% Reduced · −346K sh | |
| 26 | ConocoPhillips COM | $68.9M | 522.2K | 1.3% | ▲New New position | |
| 27 | Eqt Corp COM | $68.1M | 1.07M | 1.3% | ▲+27% Added · +225K sh | |
| 28 | HF Sinclair Corp COM | $65.8M | 1.05M | 1.3% | ▲New New position | |
| 29 | Venture Global Inc COM CL A | $65.5M | 4.15M | 1.3% | ▲New New position | |
| 30 | Sensata Technologies Hldg PL SHS | $63.3M | 1.80M | 1.2% | ▲+99% Added · +892K sh | |
| 31 | Freeport McMoran Inc CL B | $58.7M | 998.8K | 1.1% | ▼−48% Reduced · −911K sh | |
| 32 | Technipfmc PLC COM | $57.8M | 836.3K | 1.1% | ▼−45% Reduced · −675K sh | |
| 33 | Iamgold Corp COM | $55.6M | 2.95M | 1.1% | ▼−11% Reduced · −382K sh | |
| 34 | Lyondellbasell Industries NV SHS - A - | $52.7M | 654.7K | 1.0% | ▲New New position | |
| 35 | Diamondback Energy Inc COM | $52.6M | 266.1K | 1.0% | ▼−58% Reduced · −374K sh | |
| 36 | Qnity Electronics Inc COMMON STOCK | $50.0M | 433.3K | 1.0% | ▼−51% Reduced · −445K sh | |
| 37 | Nucor Corp COM | $49.6M | 293.1K | 1.0% | ▲+44% Added · +89K sh | |
| 38 | Solstice Advanced Matls Inc COM SHS | $48.9M | 642.5K | 0.9% | ▲New New position | |
| 39 | Expand Energy Corporation COM | $47.4M | 431.7K | 0.9% | ▼−68% Reduced · −897K sh | |
| 40 | BKV Corp COM | $47.0M | 1.65M | 0.9% | ▼−1.8% Reduced · −29K sh | |
| 41 | Ralliant Corp COM | $46.3M | 1.11M | 0.9% | ▲New New position | |
| 42 | Select Water Solutions Inc CL A COM | $44.2M | 2.89M | 0.9% | ▲New New position | |
| 43 | Legence Corp CL A | $41.0M | 726.3K | 0.8% | ▼−36% Reduced · −408K sh | |
| 44 | Antero Resources Corp COM | $40.4M | 951.2K | 0.8% | ▲+31% Added · +224K sh | |
| 45 | Centerra Gold Inc COM | $40.1M | 2.26M | 0.8% | ▲+0.5% Added · +11K sh | |
| 46 | Exxon Mobil Corp COM | $39.6M | 233.3K | 0.8% | ▼−67% Reduced · −468K sh | |
| 47 | Cummins Inc COM | $39.6M | 73.5K | 0.8% | ▼−31% Reduced · −33K sh | |
| 48 | Seadrill Ltd COM | $39.5M | 867.3K | 0.8% | ▲New New position | |
| 49 | Noble Corp PLC ORD SHS A | $38.2M | 779.2K | 0.7% | ▲New New position | |
| 50 | James Hardie Inds PLC ORD SHS | $37.1M | 1.96M | 0.7% | ▲+123% Added · +1.1M sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 79 | $5.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 77 | $4.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 70 | $4.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 63 | $3.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 54 | $2.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 52 | $2.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 46 | $2.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 44 | $1.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 44 | $1.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45 | $1.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 40 | $1.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 34 | $1.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 36 | $1.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 31 | $1.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 34 | $997.8M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 16, 2022 | 33 | $771.5M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Aug 16, 2022 | 34 | $984.3M | 13F-HR/A |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 40 | $942.7M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 33 | $710.5M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 34 | $568.7M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 32 | $621.2M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | May 19, 2021 | 27 | $388.5M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.