Merewether Investment Management, LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$1.9B
Holdings
44
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VSTVISTRA CORP | 1,917,601 | $164.9T | 8698048.37% | |
| 2 | GEVGE VERNOVA INC | 743,416 | $127.5T | 6726474.19% | |
| 3 | FANGDIAMONDBACK ENERGY INC | 597,539 | $119.6T | 6310659.74% | |
| 4 | TRPTC ENERGY CORP | 2,970,600 | $112.6T | 5941178.42% | |
| 5 | CVECENOVUS ENERGY INC | 5,135,798 | $101.0T | 5326691.92% | |
| 6 | TRGPTARGA RES CORP | 747,693 | $96.3T | 5079697.70% | |
| 7 | ARANTERO RESOURCES CORP | 2,943,948 | $96.1T | 5067728.47% | |
| 8 | PRPERMIAN RESOURCES CORP | 5,900,449 | $95.3T | 5027171.67% | |
| 9 | FTITECHNIPFMC PLC | 3,259,087 | $85.2T | 4496077.38% | |
| 10 | SHELSHELL PLC | 1,095,764 | $79.1T | 4172535.48% | |
| 11 | FLEXFLEX LTD | 2,468,900 | $72.8T | 3841000.84% | |
| 12 | EQTEQT CORP | 1,878,100 | $69.5T | 3663968.65% | |
| 13 | WFRDWEATHERFORD INTL PLC | 549,803 | $67.3T | 3551665.22% | |
| 14 | PEGPUBLIC SVC ENTERPRISE GRP IN | 862,300 | $63.6T | 3352679.23% | |
| 15 | CVXCHEVRON CORP NEW | 293,700 | $45.9T | 2423607.89% | |
| 16 | SLBSCHLUMBERGER LTD | 910,500 | $43.0T | 2266230.17% | |
| 17 | SUSUNCOR ENERGY INC NEW | 1,109,400 | $42.3T | 2229868.58% | |
| 18 | 016VEREN INC | 4,660,914 | $36.7T | 1935138.04% | |
| 19 | XOMEXXON MOBIL CORP | 297,643 | $34.3T | 1807642.66% | |
| 20 | UEOWESTLAKE CORPORATION | 223,366 | $32.3T | 1706521.40% | |
| 21 | CNPCENTERPOINT ENERGY INC | 1,006,700 | $31.2T | 1645309.53% | |
| 22 | ITRIITRON INC | 311,171 | $30.8T | 1624519.50% | |
| 23 | VLOVALERO ENERGY CORP | 195,343 | $30.6T | 1615471.28% | |
| 24 | MPCMARATHON PETE CORP | 156,000 | $27.1T | 1427710.46% | |
| 25 | VNOMUSDVIPER ENERGY INC | 700,000 | $26.3T | 1385934.59% | |
| 26 | CRCCANADIAN NAT RES LTD | 703,400 | $25.0T | 1321047.68% | |
| 27 | KEXKIRBY CORP | 157,700 | $18.9T | 996095.11% | |
| 28 | KNTKKINETIK HOLDINGS INC | 422,800 | $17.5T | 924316.82% | |
| 29 | AESAES CORP | 949,100 | $16.7T | 879730.94% | |
| 30 | TECK/BTECK RESOURCES LTD | 281,831 | $13.5T | 712181.04% | |
| 31 | PHINPHINIA INC | 342,200 | $13.5T | 710560.77% | |
| 32 | LPXLOUISIANA PAC CORP | 123,180 | $10.1T | 535013.11% | |
| 33 | CIVICIVITAS RESOURCES INC | 144,000 | $9.9T | 524176.70% | |
| 34 | HCCWARRIOR MET COAL INC | 146,400 | $9.2T | 484796.34% | |
| 35 | FSLRFIRST SOLAR INC | 29,536 | $6.7T | 351307.43% | |
| 36 | ETENERGY TRANSFER L P | 6,591,793 | $6.4T | 340195.32% | |
| 37 | XPROEXPRO GROUP HOLDINGS NV | 264,184 | $6.1T | 319438.48% | |
| 38 | TNKTEEKAY TANKERS LTD | 55,685 | $3.8T | 202141.71% | |
| 39 | LNGCHENIERE ENERGY INC | 16,400 | $2.9T | 151260.64% | |
| 40 | NXPINXP SEMICONDUCTORS N V | 4,300 | $1.2T | 61042.48% | |
| 41 | NRANRG ENERGY INC | 13,083 | $1.0T | 53738.77% | |
| 42 | LACLITHIUM AMERS CORP NEW | 320,300 | $858.4B | 45285.36% | |
| 43 | NVTNVENT ELECTRIC PLC | 10,710 | $820.5B | 43285.36% | |
| 44 | ALVAUTOLIV INC | 3,700 | $395.9B | 20883.87% |