Merewether Investment Management, LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$1.4T
Holdings
34
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRGPTARGA RES CORP | 1,369,243 | $104.2B | 7.57% | |
| 2 | SHELSHELL PLC | 1,515,498 | $91.5B | 6.65% | |
| 3 | SLBSCHLUMBERGER LTD | 1,802,256 | $88.5B | 6.43% | |
| 4 | VSTVISTRA CORP | 3,138,177 | $82.4B | 5.99% | |
| 5 | CVECENOVUS ENERGY INC | 3,970,248 | $67.4B | 4.90% | |
| 6 | EQTEQT CORP | 1,605,066 | $66.0B | 4.80% | |
| 7 | WFRDWEATHERFORD INTL PLC | 945,975 | $62.8B | 4.57% | |
| 8 | MRO*MARATHON OIL CORP | 2,692,577 | $62.0B | 4.50% | |
| 9 | PXDEURPIONEER NAT RES CO | 293,052 | $60.7B | 4.41% | |
| 10 | CHRDCHORD ENERGY CORPORATION | 391,255 | $60.2B | 4.37% | |
| 11 | FTITECHNIPFMC PLC | 3,406,218 | $56.6B | 4.11% | |
| 12 | APTVAPTIV PLC | 455,100 | $46.5B | 3.38% | |
| 13 | SOSOUTHERN CO | 630,920 | $44.3B | 3.22% | |
| 14 | FLEXFLEX LTD | 1,475,360 | $40.8B | 2.96% | |
| 15 | PRPERMIAN RESOURCES CORP | 3,550,578 | $38.9B | 2.83% | |
| 16 | COPCONOCOPHILLIPS | 366,773 | $38.0B | 2.76% | |
| 17 | MPCMARATHON PETE CORP | 304,085 | $35.5B | 2.58% | |
| 18 | NOVAQSUNNOVA ENERGY INTL INC. | 1,803,956 | $33.0B | 2.40% | |
| 19 | MTZMASTEC INC | 269,153 | $31.8B | 2.31% | |
| 20 | NXTNEXTRACKER INC | 748,200 | $29.8B | 2.16% | |
| 21 | IMOIMPERIAL OIL LTD | 524,465 | $26.9B | 1.95% | |
| 22 | NENOBLE CORP PLC | 623,305 | $25.7B | 1.87% | |
| 23 | SHLSSHOALS TECHNOLOGIES GROUP IN | 1,004,263 | $25.7B | 1.87% | |
| 24 | FANGDIAMONDBACK ENERGY INC | 189,161 | $24.8B | 1.81% | |
| 25 | NEENEXTERA ENERGY INC | 314,712 | $23.4B | 1.70% | |
| 26 | OVVOVINTIV INC | 534,800 | $20.4B | 1.48% | |
| 27 | ERFGBPENERPLUS CORP | 1,217,667 | $17.6B | 1.28% | |
| 28 | FSLRFIRST SOLAR INC | 85,798 | $16.3B | 1.19% | |
| 29 | RIORIO TINTO PLC | 250,000 | $16.0B | 1.16% | |
| 30 | WCCWESCO INTL INC | 81,700 | $14.6B | 1.06% | |
| 31 | ALBALBEMARLE CORP | 30,826 | $6.9B | 0.50% | |
| 32 | XOMEXXON MOBIL CORP | 56,562 | $6.1B | 0.44% | |
| 33 | DOWDOW INC | 107,377 | $5.7B | 0.42% | |
| 34 | MEOHMETHANEX CORP | 130,898 | $5.4B | 0.39% |