Merewether Investment Management, LP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$1129.2T
Holdings
36
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRGPTARGA RES CORP | 1,206,134 | $88.0T | 7.79% | |
| 2 | SHELSHELL PLC | 1,440,589 | $82.9T | 7.34% | |
| 3 | SLBSCHLUMBERGER LTD | 1,505,781 | $73.9T | 6.55% | |
| 4 | MRO*MARATHON OIL CORP | 2,722,736 | $65.2T | 5.78% | |
| 5 | WFRDWEATHERFORD INTL PLC | 1,092,369 | $64.8T | 5.74% | |
| 6 | COPCONOCOPHILLIPS | 594,694 | $59.0T | 5.22% | |
| 7 | NEENEXTERA ENERGY INC | 748,139 | $57.7T | 5.11% | |
| 8 | MPCMARATHON PETE CORP | 414,355 | $55.9T | 4.95% | |
| 9 | CVECENOVUS ENERGY INC | 3,193,315 | $55.8T | 4.94% | |
| 10 | CHRDCHORD ENERGY CORPORATION | 375,668 | $50.6T | 4.48% | |
| 11 | CRCCANADIAN NAT RES LTD | 831,461 | $46.0T | 4.08% | |
| 12 | FTITECHNIPFMC PLC | 3,128,900 | $42.7T | 3.78% | |
| 13 | VSTVISTRA CORP | 1,569,095 | $37.7T | 3.33% | |
| 14 | DENEURDENBURY INC | 352,836 | $30.9T | 2.74% | |
| 15 | MTZMASTEC INC | 324,100 | $30.6T | 2.71% | |
| 16 | NOVAQSUNNOVA ENERGY INTL INC. | 1,841,395 | $28.8T | 2.55% | |
| 17 | SEDGSOLAREDGE TECHNOLOGIES INC | 94,138 | $28.6T | 2.53% | |
| 18 | DINOHF SINCLAIR CORP | 541,590 | $26.2T | 2.32% | |
| 19 | ARRYARRAY TECHNOLOGIES INC | 1,067,000 | $23.3T | 2.07% | |
| 20 | EXECHESAPEAKE ENERGY CORP | 234,705 | $17.8T | 1.58% | |
| 21 | SHLSSHOALS TECHNOLOGIES GROUP IN | 763,700 | $17.4T | 1.54% | |
| 22 | CSIQCANADIAN SOLAR INC | 431,773 | $17.2T | 1.52% | |
| 23 | ARANTERO RESOURCES CORP | 687,973 | $15.9T | 1.41% | |
| 24 | IMOIMPERIAL OIL LTD | 294,700 | $15.0T | 1.33% | |
| 25 | NENOBLE CORP PLC | 372,900 | $14.7T | 1.30% | |
| 26 | PRPERMIAN RESOURCES CORP | 1,322,040 | $13.9T | 1.23% | |
| 27 | RRCRANGE RES CORP | 391,300 | $10.4T | 0.92% | |
| 28 | —BUNGE LIMITED | 107,374 | $10.3T | 0.91% | |
| 29 | FLEXFLEX LTD | 438,600 | $10.1T | 0.89% | |
| 30 | ETENERGY TRANSFER L P | 664,197 | $8.3T | 0.73% | |
| 31 | ALBALBEMARLE CORP | 28,950 | $6.4T | 0.57% | |
| 32 | GTLSCHART INDS INC | 46,400 | $5.8T | 0.52% | |
| 33 | MEOHMETHANEX CORP | 125,000 | $5.8T | 0.52% | |
| 34 | XOMEXXON MOBIL CORP | 50,719 | $5.6T | 0.49% | |
| 35 | DOWDOW INC | 100,000 | $5.5T | 0.49% | |
| 36 | LNGCHENIERE ENERGY INC | 4,000 | $630.4B | 0.06% |