Merewether Investment Management, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.8T
Holdings
54
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHELSHELL PLC | 2,381,806 | $174.5B | 6.34% | |
| 2 | VSTVISTRA CORP | 1,390,884 | $163.3B | 5.93% | |
| 3 | SUSUNCOR ENERGY INC NEW | 3,439,415 | $133.2B | 4.84% | |
| 4 | TRGPTARGA RES CORP | 649,263 | $130.2B | 4.73% | |
| 5 | XOMEXXON MOBIL CORP | 927,767 | $110.3B | 4.01% | |
| 6 | ETRENTERGY CORP NEW | 1,184,164 | $101.2B | 3.68% | |
| 7 | EQTEQT CORP | 1,683,257 | $89.9B | 3.27% | |
| 8 | MTZMASTEC INC | 761,016 | $88.8B | 3.23% | |
| 9 | PRPERMIAN RESOURCES CORP | 5,861,351 | $81.2B | 2.95% | |
| 10 | OVVOVINTIV INC | 1,830,865 | $78.4B | 2.85% | |
| 11 | ARANTERO RESOURCES CORP | 1,923,539 | $77.8B | 2.83% | |
| 12 | NINISOURCE INC | 1,936,831 | $77.6B | 2.82% | |
| 13 | TRPTC ENERGY CORP | 1,624,808 | $76.7B | 2.79% | |
| 14 | EXEEXPAND ENERGY CORPORATION | 664,682 | $74.0B | 2.69% | |
| 15 | PPLPPL CORP | 1,968,812 | $71.1B | 2.58% | |
| 16 | PNWPINNACLE WEST CAP CORP | 706,270 | $67.3B | 2.44% | |
| 17 | GEVGE VERNOVA INC | 203,942 | $62.3B | 2.26% | |
| 18 | CRCCANADIAN NAT RES LTD | 1,894,408 | $58.3B | 2.12% | |
| 19 | ATOATMOS ENERGY CORP | 334,694 | $51.7B | 1.88% | |
| 20 | CVECENOVUS ENERGY INC | 3,681,626 | $51.2B | 1.86% | |
| 21 | NEMNEWMONT CORP | 1,050,477 | $50.7B | 1.84% | |
| 22 | TSTENARIS S A | 1,293,733 | $50.6B | 1.84% | |
| 23 | HESHESS CORP | 303,600 | $48.5B | 1.76% | |
| 24 | VLOVALERO ENERGY CORP | 361,468 | $47.7B | 1.73% | |
| 25 | CNPCENTERPOINT ENERGY INC | 1,291,600 | $46.8B | 1.70% | |
| 26 | KGSKODIAK GAS SVCS INC | 1,225,564 | $45.7B | 1.66% | |
| 27 | COPCONOCOPHILLIPS | 435,159 | $45.7B | 1.66% | |
| 28 | ETENERGY TRANSFER L P | 2,426,212 | $45.1B | 1.64% | |
| 29 | FTITECHNIPFMC PLC | 1,387,519 | $44.0B | 1.60% | |
| 30 | OGEOGE ENERGY CORP | 914,791 | $42.0B | 1.53% | |
| 31 | TXNMTXNM ENERGY INC | 746,700 | $39.9B | 1.45% | |
| 32 | FCXFREEPORT-MCMORAN INC | 1,036,500 | $39.2B | 1.43% | |
| 33 | FANGDIAMONDBACK ENERGY INC | 200,673 | $32.1B | 1.17% | |
| 34 | NUENUCOR CORP | 265,694 | $32.0B | 1.16% | |
| 35 | BKRBAKER HUGHES COMPANY | 676,930 | $29.8B | 1.08% | |
| 36 | KNTKKINETIK HOLDINGS INC | 566,200 | $29.4B | 1.07% | |
| 37 | LBRTLIBERTY ENERGY INC | 1,847,214 | $29.2B | 1.06% | |
| 38 | SRESEMPRA | 397,501 | $28.4B | 1.03% | |
| 39 | TLNTALEN ENERGY CORP | 141,633 | $28.3B | 1.03% | |
| 40 | IMGIAMGOLD CORP | 4,366,900 | $27.3B | 0.99% | |
| 41 | KGCKINROSS GOLD CORP | 2,142,476 | $27.0B | 0.98% | |
| 42 | EVRGEVERGY INC | 376,700 | $26.0B | 0.94% | |
| 43 | HCCWARRIOR MET COAL INC | 515,612 | $24.6B | 0.89% | |
| 44 | BKVBKV CORP | 844,858 | $17.7B | 0.64% | |
| 45 | FLEXFLEX LTD | 456,036 | $15.1B | 0.55% | |
| 46 | RSRELIANCE INC | 38,599 | $11.1B | 0.40% | |
| 47 | CCOCAMECO CORP | 162,320 | $6.7B | 0.24% | |
| 48 | FSLRFIRST SOLAR INC | 51,356 | $6.5B | 0.24% | |
| 49 | WFRDWEATHERFORD INTL PLC | 97,554 | $5.2B | 0.19% | |
| 50 | DINOHF SINCLAIR CORP | 152,214 | $5.0B | 0.18% | |
| 51 | DTMDT MIDSTREAM INC | 37,600 | $3.6B | 0.13% | |
| 52 | ITRIITRON INC | 18,200 | $1.9B | 0.07% | |
| 53 | DARDARLING INGREDIENTS INC | 22,000 | $687.3M | 0.02% | |
| 54 | ALVAUTOLIV INC | 6,400 | $566.1M | 0.02% |