Merewether Investment Management, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$3.5T
Holdings
63
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VSTVISTRA CORP | 1,315,536 | $255.0B | 7.34% | |
| 2 | EQTEQT CORP | 3,363,286 | $196.1B | 5.65% | |
| 3 | TRGPTARGA RES CORP | 992,582 | $172.8B | 4.98% | |
| 4 | SHELSHELL PLC | 2,446,621 | $172.3B | 4.96% | |
| 5 | KMIKINDER MORGAN INC DEL | 4,710,100 | $138.5B | 3.99% | |
| 6 | SRESEMPRA | 1,676,932 | $127.1B | 3.66% | |
| 7 | NINISOURCE INC | 3,006,194 | $121.3B | 3.49% | |
| 8 | SUSUNCOR ENERGY INC NEW | 3,127,704 | $117.2B | 3.38% | |
| 9 | ETRENTERGY CORP NEW | 1,224,300 | $101.8B | 2.93% | |
| 10 | MTZMASTEC INC | 542,740 | $92.5B | 2.66% | |
| 11 | CVECENOVUS ENERGY INC | 6,090,722 | $82.8B | 2.39% | |
| 12 | OVVOVINTIV INC | 2,146,196 | $81.7B | 2.35% | |
| 13 | TLNTALEN ENERGY CORP | 273,159 | $79.4B | 2.29% | |
| 14 | NVTNVENT ELECTRIC PLC | 1,067,874 | $78.2B | 2.25% | |
| 15 | XOMEXXON MOBIL CORP | 700,393 | $75.5B | 2.17% | |
| 16 | EXEEXPAND ENERGY CORPORATION | 641,875 | $75.1B | 2.16% | |
| 17 | PRPERMIAN RESOURCES CORP | 5,404,237 | $73.6B | 2.12% | |
| 18 | MOSMOSAIC CO NEW | 1,984,100 | $72.4B | 2.08% | |
| 19 | VLOVALERO ENERGY CORP | 531,431 | $71.4B | 2.06% | |
| 20 | HUBBHUBBELL INC | 166,900 | $68.2B | 1.96% | |
| 21 | PNWPINNACLE WEST CAP CORP | 734,180 | $65.7B | 1.89% | |
| 22 | GEVGE VERNOVA INC | 122,356 | $64.7B | 1.86% | |
| 23 | XELXCEL ENERGY INC | 945,110 | $64.4B | 1.85% | |
| 24 | FANGDIAMONDBACK ENERGY INC | 423,650 | $58.2B | 1.68% | |
| 25 | CRCCANADIAN NAT RES LTD | 1,816,463 | $57.0B | 1.64% | |
| 26 | ATOATMOS ENERGY CORP | 348,536 | $53.7B | 1.55% | |
| 27 | CNPCENTERPOINT ENERGY INC | 1,343,863 | $49.4B | 1.42% | |
| 28 | FLSFLOWSERVE CORP | 889,300 | $46.6B | 1.34% | |
| 29 | KGSKODIAK GAS SVCS INC | 1,185,125 | $40.6B | 1.17% | |
| 30 | FCXFREEPORT-MCMORAN INC | 918,156 | $39.8B | 1.15% | |
| 31 | ITRIITRON INC | 300,787 | $39.6B | 1.14% | |
| 32 | GNRCGENERAC HLDGS INC | 265,899 | $38.1B | 1.10% | |
| 33 | DTMDT MIDSTREAM INC | 342,200 | $37.6B | 1.08% | |
| 34 | FIXCOMFORT SYS USA INC | 69,395 | $37.2B | 1.07% | |
| 35 | IMGIAMGOLD CORP | 5,018,690 | $36.9B | 1.06% | |
| 36 | MPCMARATHON PETE CORP | 214,000 | $35.5B | 1.02% | |
| 37 | OGEOGE ENERGY CORP | 783,825 | $34.8B | 1.00% | |
| 38 | VNOMUSDVIPER ENERGY INC | 890,982 | $34.0B | 0.98% | |
| 39 | HESHESS CORP | 240,085 | $33.3B | 0.96% | |
| 40 | FSLRFIRST SOLAR INC | 198,600 | $32.9B | 0.95% | |
| 41 | PAHUSDELEMENT SOLUTIONS INC | 1,237,554 | $28.0B | 0.81% | |
| 42 | KGCKINROSS GOLD CORP | 1,717,548 | $26.8B | 0.77% | |
| 43 | RIOTRIOT PLATFORMS INC | 2,359,300 | $26.7B | 0.77% | |
| 44 | ETENERGY TRANSFER L P | 1,315,612 | $23.9B | 0.69% | |
| 45 | BKVBKV CORP | 876,517 | $21.1B | 0.61% | |
| 46 | IRENIREN LIMITED | 1,443,000 | $21.0B | 0.61% | |
| 47 | BBARRICK MNG CORP | 962,500 | $20.0B | 0.58% | |
| 48 | TSTENARIS S A | 533,515 | $20.0B | 0.57% | |
| 49 | BKRBAKER HUGHES COMPANY | 471,146 | $18.1B | 0.52% | |
| 50 | FTITECHNIPFMC PLC | 487,338 | $16.8B | 0.48% | |
| 51 | HCCWARRIOR MET COAL INC | 344,155 | $15.8B | 0.45% | |
| 52 | CTRACOTERRA ENERGY INC | 608,400 | $15.4B | 0.44% | |
| 53 | CCOCAMECO CORP | 170,554 | $12.7B | 0.36% | |
| 54 | SLBSCHLUMBERGER LTD | 353,200 | $11.9B | 0.34% | |
| 55 | SOCSABLE OFFSHORE CORP | 400,000 | $8.8B | 0.25% | |
| 56 | NXTNEXTRACKER INC | 155,715 | $8.5B | 0.24% | |
| 57 | PRIMPRIMORIS SVCS CORP | 104,131 | $8.1B | 0.23% | |
| 58 | EQXEQUINOX GOLD CORP | 996,200 | $5.7B | 0.16% | |
| 59 | FROFRONTLINE PLC | 319,700 | $5.2B | 0.15% | |
| 60 | ARANTERO RESOURCES CORP | 81,900 | $3.3B | 0.10% | |
| 61 | DARDARLING INGREDIENTS INC | 20,614 | $782.1M | 0.02% | |
| 62 | ALVAUTOLIV INC | 6,400 | $716.2M | 0.02% | |
| 63 | MPLXMPLX LP | 329,802 | $71.1M | 0.00% |