Merewether Investment Management, LP Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$568.7B
Holdings
34
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | OVVOVINTIV INC | 1,642,412 | $51.7B | 9.09% | |
| 2 | SLBSCHLUMBERGER LTD | 1,379,539 | $44.2B | 7.76% | |
| 3 | DARDARLING INGREDIENTS INC | 509,324 | $34.4B | 6.05% | |
| 4 | COPCONOCOPHILLIPS | 563,298 | $34.3B | 6.03% | |
| 5 | XOMEXXON MOBIL CORP | 505,571 | $31.9B | 5.61% | |
| 6 | NOVAQSUNNOVA ENERGY INTL INC. | 844,901 | $31.8B | 5.60% | |
| 7 | DVNDEVON ENERGY CORP NEW | 938,542 | $27.4B | 4.82% | |
| 8 | —RICE ACQUISITION CORP | 1,502,830 | $27.1B | 4.77% | |
| 9 | VLOVALERO ENERGY CORP | 336,185 | $26.2B | 4.62% | |
| 10 | AESAES CORP | 936,641 | $24.4B | 4.29% | |
| 11 | DENEURDENBURY INC | 301,813 | $23.2B | 4.07% | |
| 12 | ARANTERO RESOURCES CORP | 1,392,043 | $20.9B | 3.68% | |
| 13 | CVECENOVUS ENERGY INC | 2,183,250 | $20.9B | 3.68% | |
| 14 | RDS/AROYAL DUTCH SHELL PLC | 487,490 | $19.7B | 3.46% | |
| 15 | APAAPA CORPORATION | 823,015 | $17.8B | 3.13% | |
| 16 | ALBALBEMARLE CORP | 94,475 | $15.9B | 2.80% | |
| 17 | APY1EURCHAMPIONX CORPORATION | 598,953 | $15.4B | 2.70% | |
| 18 | RUNSUNRUN INC | 272,262 | $15.2B | 2.67% | |
| 19 | CRCCANADIAN NAT RES LTD | 394,248 | $14.3B | 2.52% | |
| 20 | HALHALLIBURTON CO | 600,000 | $13.9B | 2.44% | |
| 21 | HESHESS CORP | 125,022 | $10.9B | 1.92% | |
| 22 | PRIMPRIMORIS SVCS CORP | 303,119 | $8.9B | 1.57% | |
| 23 | TRGPTARGA RES CORP | 174,660 | $7.8B | 1.37% | |
| 24 | —CLIMATE CHANGE CRISIS REAL I | 499,608 | $7.5B | 1.32% | |
| 25 | AMTXAEMETIS INC | 642,342 | $7.2B | 1.26% | |
| 26 | XOPSPDR SER TR | 71,471 | $6.9B | 1.22% | |
| 27 | ENPHENPHASE ENERGY INC | 20,158 | $3.7B | 0.65% | |
| 28 | SHLSSHOALS TECHNOLOGIES GROUP IN | 54,997 | $2.0B | 0.34% | |
| 29 | KRSPRICE ACQUISITION CORP II | 165,000 | $1.7B | 0.30% | |
| 30 | XECEURCIMAREX ENERGY CO | 7,139 | $517.0M | 0.09% | |
| 31 | LNGCHENIERE ENERGY INC | 4,632 | $402.0M | 0.07% | |
| 32 | BKRBAKER HUGHES COMPANY | 15,197 | $348.0M | 0.06% | |
| 33 | EXECHESAPEAKE ENERGY CORP | 4,718 | $245.0M | 0.04% | |
| 34 | ALTOALTO INGREDIENTS INC | 13,310 | $81.0M | 0.01% |