Merewether Investment Management, LP Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$621.2B
Holdings
32
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DENEURDENBURY INC | 862,568 | $41.3B | 6.65% | |
| 2 | XECEURCIMAREX ENERGY CO | 686,969 | $40.8B | 6.57% | |
| 3 | DARDARLING INGREDIENTS INC | 502,402 | $37.0B | 5.95% | |
| 4 | OVVOVINTIV INC | 1,526,152 | $36.4B | 5.85% | |
| 5 | NOVAQSUNNOVA ENERGY INTL INC. | 871,484 | $35.6B | 5.73% | |
| 6 | SLBSCHLUMBERGER LTD | 1,280,881 | $34.8B | 5.61% | |
| 7 | DVNDEVON ENERGY CORP NEW | 1,575,709 | $34.4B | 5.54% | |
| 8 | CRCCANADIAN NAT RES LTD | 1,058,256 | $32.7B | 5.26% | |
| 9 | VLOVALERO ENERGY CORP | 443,823 | $31.8B | 5.12% | |
| 10 | PXDEURPIONEER NAT RES CO | 190,197 | $30.2B | 4.86% | |
| 11 | AESAES CORP | 871,119 | $23.4B | 3.76% | |
| 12 | APY1EURCHAMPIONX CORPORATION | 993,869 | $21.6B | 3.48% | |
| 13 | RDS/AROYAL DUTCH SHELL PLC | 533,073 | $20.9B | 3.36% | |
| 14 | EXECHESAPEAKE ENERGY CORP | 465,006 | $20.2B | 3.25% | |
| 15 | SHLSSHOALS TECHNOLOGIES GROUP IN | 570,916 | $19.9B | 3.20% | |
| 16 | APAAPA CORPORATION | 945,798 | $16.9B | 2.73% | |
| 17 | ARRYARRAY TECHNOLOGIES INC | 520,000 | $15.5B | 2.50% | |
| 18 | LNGCHENIERE ENERGY INC | 212,392 | $15.3B | 2.46% | |
| 19 | BKRBAKER HUGHES COMPANY | 696,865 | $15.1B | 2.42% | |
| 20 | EQTEQT CORP | 704,461 | $13.1B | 2.11% | |
| 21 | —TPG PACE BEN FIN CORP | 586,329 | $11.5B | 1.85% | |
| 22 | —CLIMATE CHANGE CRISIS REAL I | 769,939 | $10.5B | 1.70% | |
| 23 | ARANTERO RESOURCES CORP | 1,007,193 | $10.3B | 1.65% | |
| 24 | HESHESS CORP | 143,441 | $10.2B | 1.63% | |
| 25 | CLNECLEAN ENERGY FUELS CORP | 720,262 | $9.9B | 1.59% | |
| 26 | FCXFREEPORT-MCMORAN INC | 177,110 | $5.8B | 0.94% | |
| 27 | AMTXAEMETIS INC | 229,963 | $5.6B | 0.91% | |
| 28 | —RICE ACQUISITION CORP | 531,781 | $5.4B | 0.87% | |
| 29 | —BUNGE LIMITED | 60,454 | $4.8B | 0.77% | |
| 30 | COPCONOCOPHILLIPS | 76,654 | $4.1B | 0.65% | |
| 31 | ENPHENPHASE ENERGY INC | 23,128 | $3.8B | 0.60% | |
| 32 | —STAR PEAK CORP II | 263,770 | $2.8B | 0.44% |