Merewether Investment Management, LP Q2 2022 Filing
Filed August 16, 2022
Portfolio Value
$771.5B
Holdings
33
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XOMEXXON MOBIL CORP | 786,170 | $67.3B | 8.73% | |
| 2 | COPCONOCOPHILLIPS | 638,320 | $57.3B | 7.43% | |
| 3 | SUSUNCOR ENERGY INC NEW | 1,627,354 | $57.1B | 7.40% | |
| 4 | FANGDIAMONDBACK ENERGY INC | 456,105 | $55.3B | 7.16% | |
| 5 | HALHALLIBURTON CO | 1,754,878 | $55.0B | 7.13% | |
| 6 | MRO*MARATHON OIL CORP | 2,089,931 | $47.0B | 6.09% | |
| 7 | ARANTERO RESOURCES CORP | 1,297,414 | $39.8B | 5.15% | |
| 8 | TSTENARIS S A | 1,455,100 | $37.4B | 4.85% | |
| 9 | NEENEXTERA ENERGY INC | 474,867 | $36.8B | 4.77% | |
| 10 | SLBSCHLUMBERGER LTD | 796,692 | $28.5B | 3.69% | |
| 11 | SHELSHELL PLC | 544,462 | $28.5B | 3.69% | |
| 12 | LFG1USDARCHAEA ENERGY INC | 1,757,867 | $27.3B | 3.54% | |
| 13 | OVVOVINTIV INC | 609,377 | $26.9B | 3.49% | |
| 14 | TRGPTARGA RES CORP | 428,232 | $25.6B | 3.31% | |
| 15 | VSTVISTRA CORP | 1,060,000 | $24.2B | 3.14% | |
| 16 | EXECHESAPEAKE ENERGY CORP | 237,700 | $19.3B | 2.50% | |
| 17 | PSXPHILLIPS 66 | 231,533 | $19.0B | 2.46% | |
| 18 | LNGCHENIERE ENERGY INC | 129,804 | $17.3B | 2.24% | |
| 19 | NOVAQSUNNOVA ENERGY INTL INC. | 908,055 | $16.7B | 2.17% | |
| 20 | LBRTLIBERTY ENERGY INC | 1,283,693 | $16.4B | 2.12% | |
| 21 | OLNOLIN CORP | 353,486 | $16.4B | 2.12% | |
| 22 | PLLPIEDMONT LITHIUM INC | 287,047 | $10.5B | 1.35% | |
| 23 | KOSKOSMOS ENERGY LTD | 1,333,664 | $8.3B | 1.07% | |
| 24 | NFENEW FORTRESS ENERGY INC | 200,242 | $7.9B | 1.03% | |
| 25 | FLNCFLUENCE ENERGY INC | 753,913 | $7.1B | 0.93% | |
| 26 | DKDELEK US HLDGS INC NEW | 250,000 | $6.5B | 0.84% | |
| 27 | VNOMVIPER ENERGY PARTNERS LP | 200,000 | $5.3B | 0.69% | |
| 28 | MPLXMPLX LP | 84,129 | $2.5B | 0.32% | |
| 29 | RSTEM INC | 286,500 | $2.1B | 0.27% | |
| 30 | TELTE CONNECTIVITY LTD | 9,280 | $1.1B | 0.14% | |
| 31 | PWRQUANTA SVCS INC | 7,117 | $892.0M | 0.12% | |
| 32 | GNRCGENERAC HLDGS INC | 1,588 | $334.0M | 0.04% | |
| 33 | CWENCLEARWAY ENERGY INC | 6,650 | $232.0M | 0.03% |