Merewether Investment Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Merewether Investment Management, LP disclosed 79 US equity positions worth $5.2bn in its Q1 2026 13F filing. The largest position was CTRA at 5.0% of the reported book, followed by OVV and DAR.
What did Merewether Investment Management, LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CTRA COTERRA ENERGY INC | 5.0% | $256.6m | 7,301,691 | – | ||
| 2 | OVV OVINTIV INC | Energy | 4.9% | $254.3m | 4,283,314 | – | |
| 3 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 4.0% | $205.6m | 3,324,523 | – | |
| 4 | SU SUNCOR ENERGY INC NEW | Energy | 4.0% | $205.2m | 3,103,851 | – | |
| 5 | VST VISTRA CORP | Utilities | 3.2% | $167.7m | 1,115,621 | – | |
| 6 | BP BP PLC | Energy | 3.2% | $166.4m | 3,541,397 | – | |
| 7 | TRGP TARGA RES CORP | Energy | 3.1% | $162.6m | 648,440 | – | |
| 8 | BG BUNGE GLOBAL SA | Consumer Defensive | 2.8% | $142.3m | 1,118,543 | – | |
| 9 | SRE SEMPRA | Utilities | 2.7% | $137.3m | 1,412,788 | – | |
| 10 | PR PERMIAN RESOURCES CORP | Energy | 2.5% | $131.1m | 6,148,515 | – | |
| 11 | LNG CHENIERE ENERGY INC | Energy | 2.5% | $130.4m | 459,471 | – | |
| 12 | NRG NRG ENERGY INC | Utilities | 2.5% | $130.2m | 890,906 | – | |
| 13 | CNP CENTERPOINT ENERGY INC | Utilities | 2.5% | $127.4m | 2,952,405 | – | |
| 14 | CVE CENOVUS ENERGY INC | Energy | 2.5% | $126.6m | 4,771,600 | – | |
| 15 | ETR ENTERGY CORP NEW | Utilities | 2.4% | $123.0m | 1,094,542 | – | |
| 16 | XEL XCEL ENERGY INC | Utilities | 2.4% | $121.7m | 1,531,542 | – | |
| 17 | WMB WILLIAMS COS INC | Energy | 2.4% | $121.4m | 1,668,428 | – | |
| 18 | DTM DT MIDSTREAM INC | Energy | 2.2% | $112.5m | 835,006 | – | |
| 19 | NVT NVENT ELEC PLC | Industrials | 2.2% | $112.4m | 950,331 | – | |
| 20 | HUBB HUBBELL INC | Industrials | 2.1% | $106.2m | 216,337 | – | |
| 21 | PRIM PRIMORIS SVCS CORP | Industrials | 1.9% | $96.5m | 674,839 | – | |
| 22 | TTE TOTALENERGIES SE | Energy | 1.7% | $86.4m | 949,800 | – | |
| 23 | CNR CORE NATURAL RESOURCES INC | Energy | 1.5% | $76.1m | 726,634 | – | |
| 24 | MPC MARATHON PETE CORP | Energy | 1.5% | $75.8m | 310,500 | – | |
| 25 | MTZ MASTEC INC | Industrials | 1.4% | $71.8m | 223,061 | – | |
| 26 | COP CONOCOPHILLIPS | Energy | 1.3% | $68.9m | 522,192 | – | |
| 27 | EQT EQT CORP | Energy | 1.3% | $68.1m | 1,069,850 | – | |
| 28 | DINO HF SINCLAIR CORP | Energy | 1.3% | $65.8m | 1,054,435 | – | |
| 29 | VG VENTURE GLOBAL INC | Energy | 1.3% | $65.5m | 4,154,300 | – | |
| 30 | SENSATA TECHNOLOGIES HLDG PL | 1.2% | $63.3m | 1,796,642 | – | ||
| 31 | FCX FREEPORT MCMORAN INC | Basic Materials | 1.1% | $58.7m | 998,764 | – | |
| 32 | FTI TECHNIPFMC PLC | Energy | 1.1% | $57.8m | 836,283 | – | |
| 33 | IAG IAMGOLD CORP | Basic Materials | 1.1% | $55.6m | 2,953,542 | – | |
| 34 | LYONDELLBASELL INDUSTRIES NV | 1.0% | $52.7m | 654,687 | – | ||
| 35 | FANG DIAMONDBACK ENERGY INC | Energy | 1.0% | $52.6m | 266,065 | – | |
| 36 | Q QNITY ELECTRONICS INC | Technology | 1.0% | $50.0m | 433,284 | – | |
| 37 | NUE NUCOR CORP | Basic Materials | 1.0% | $49.6m | 293,114 | – | |
| 38 | SOLS SOLSTICE ADVANCED MATLS INC | Basic Materials | 0.9% | $48.9m | 642,451 | – | |
| 39 | EXE EXPAND ENERGY CORPORATION | Energy | 0.9% | $47.4m | 431,690 | – | |
| 40 | BKV BKV CORP | Energy | 0.9% | $47.0m | 1,646,773 | – | |
| 41 | RAL RALLIANT CORP | Technology | 0.9% | $46.3m | 1,112,250 | – | |
| 42 | WTTR SELECT WATER SOLUTIONS INC | Energy | 0.9% | $44.2m | 2,889,000 | – | |
| 43 | LGN LEGENCE CORP | Industrials | 0.8% | $41.0m | 726,336 | – | |
| 44 | AR ANTERO RESOURCES CORP | Energy | 0.8% | $40.4m | 951,200 | – | |
| 45 | CGAU CENTERRA GOLD INC | Basic Materials | 0.8% | $40.1m | 2,264,523 | – | |
| 46 | EXMOC EXXON MOBIL CORP | 0.8% | $39.6m | 233,262 | – | ||
| 47 | CMI CUMMINS INC | Industrials | 0.8% | $39.6m | 73,528 | – | |
| 48 | SEADRILL LTD | 0.8% | $39.5m | 867,338 | – | ||
| 49 | NOBLE CORP PLC | 0.7% | $38.2m | 779,215 | – | ||
| 50 | JHX JAMES HARDIE INDS PLC | Basic Materials | 0.7% | $37.1m | 1,957,830 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.