Merewether Investment Management, LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$981.5B
Holdings
33
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | OVVOVINTIV INC | 1,469,872 | $79.5B | 8.10% | |
| 2 | PSXPHILLIPS 66 | 893,750 | $77.2B | 7.87% | |
| 3 | HALHALLIBURTON CO | 2,024,291 | $76.7B | 7.81% | |
| 4 | MRO*MARATHON OIL CORP | 2,887,043 | $72.5B | 7.39% | |
| 5 | XOMEXXON MOBIL CORP | 827,154 | $68.3B | 6.96% | |
| 6 | ARANTERO RESOURCES CORP | 1,987,193 | $60.7B | 6.18% | |
| 7 | SHELSHELL PLC | 1,091,204 | $59.9B | 6.11% | |
| 8 | COPCONOCOPHILLIPS | 597,848 | $59.8B | 6.09% | |
| 9 | TRGPTARGA RES CORP | 789,465 | $59.6B | 6.07% | |
| 10 | LFG1USDARCHAEA ENERGY INC | 2,177,102 | $47.7B | 4.86% | |
| 11 | TSTENARIS S A | 1,351,500 | $40.6B | 4.14% | |
| 12 | OLNOLIN CORP | 750,000 | $39.2B | 3.99% | |
| 13 | CVECENOVUS ENERGY INC | 2,233,250 | $37.3B | 3.80% | |
| 14 | 8LP1LAREDO PETROLEUM INC | 383,713 | $30.4B | 3.09% | |
| 15 | ALBALBEMARLE CORP | 122,765 | $27.1B | 2.77% | |
| 16 | PLLPIEDMONT LITHIUM INC | 349,420 | $25.5B | 2.60% | |
| 17 | CENXCENTURY ALUM CO | 665,700 | $17.5B | 1.78% | |
| 18 | GNRCGENERAC HLDGS INC | 54,963 | $16.3B | 1.66% | |
| 19 | LNGCHENIERE ENERGY INC | 97,100 | $13.5B | 1.37% | |
| 20 | FLNCFLUENCE ENERGY INC | 824,700 | $10.8B | 1.10% | |
| 21 | NOVAQSUNNOVA ENERGY INTL INC. | 460,952 | $10.6B | 1.08% | |
| 22 | NEENEXTERA ENERGY INC | 124,597 | $10.6B | 1.08% | |
| 23 | KOSKOSMOS ENERGY LTD | 1,293,341 | $9.3B | 0.95% | |
| 24 | NFENEW FORTRESS ENERGY INC | 211,000 | $9.0B | 0.92% | |
| 25 | DARDARLING INGREDIENTS INC | 73,682 | $5.9B | 0.60% | |
| 26 | CLFCLEVELAND-CLIFFS INC NEW | 150,000 | $4.8B | 0.49% | |
| 27 | AMTXAEMETIS INC | 317,565 | $4.0B | 0.41% | |
| 28 | RSTEM INC | 294,000 | $3.2B | 0.33% | |
| 29 | KRSPRICE ACQUISITION CORP II | 176,104 | $1.8B | 0.18% | |
| 30 | PWRQUANTA SVCS INC | 5,117 | $673.0M | 0.07% | |
| 31 | CWENCLEARWAY ENERGY INC | 17,300 | $632.0M | 0.06% | |
| 32 | TELTE CONNECTIVITY LTD | 4,280 | $561.0M | 0.06% | |
| 33 | AAALCOA CORP | 3,207 | $289.0M | 0.03% |