Merewether Investment Management, LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$997.8B
Holdings
34
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XOMEXXON MOBIL CORP | 1,041,763 | $91.0B | 9.12% | |
| 2 | MPCMARATHON PETE CORP | 754,355 | $74.9B | 7.51% | |
| 3 | FANGDIAMONDBACK ENERGY INC | 615,673 | $74.2B | 7.43% | |
| 4 | COPCONOCOPHILLIPS | 691,665 | $70.8B | 7.09% | |
| 5 | CRCCANADIAN NAT RES LTD | 1,256,312 | $58.5B | 5.86% | |
| 6 | TRGPTARGA RES CORP | 899,373 | $54.3B | 5.44% | |
| 7 | SUSUNCOR ENERGY INC NEW | 1,604,656 | $45.2B | 4.53% | |
| 8 | MRO*MARATHON OIL CORP | 1,988,201 | $44.9B | 4.50% | |
| 9 | NEENEXTERA ENERGY INC | 514,339 | $40.3B | 4.04% | |
| 10 | HALHALLIBURTON CO | 1,607,983 | $39.6B | 3.97% | |
| 11 | SHELSHELL PLC | 749,318 | $37.3B | 3.74% | |
| 12 | LFG1USDARCHAEA ENERGY INC | 1,923,958 | $34.6B | 3.47% | |
| 13 | CHRDCHORD ENERGY CORPORATION | 253,305 | $34.6B | 3.47% | |
| 14 | EXECHESAPEAKE ENERGY CORP | 356,705 | $33.6B | 3.37% | |
| 15 | NOVAQSUNNOVA ENERGY INTL INC. | 1,514,320 | $33.4B | 3.35% | |
| 16 | TSTENARIS S A | 1,160,702 | $30.0B | 3.01% | |
| 17 | ARANTERO RESOURCES CORP | 954,462 | $29.1B | 2.92% | |
| 18 | DENEURDENBURY INC | 304,236 | $26.2B | 2.63% | |
| 19 | VSTVISTRA CORP | 1,148,395 | $24.1B | 2.42% | |
| 20 | ARRYARRAY TECHNOLOGIES INC | 1,413,036 | $23.4B | 2.35% | |
| 21 | VETVERMILION ENERGY INC | 794,218 | $17.0B | 1.70% | |
| 22 | HPHELMERICH & PAYNE INC | 431,461 | $16.0B | 1.60% | |
| 23 | SLBSCHLUMBERGER LTD | 319,731 | $11.5B | 1.15% | |
| 24 | DARDARLING INGREDIENTS INC | 162,348 | $10.7B | 1.08% | |
| 25 | OVVOVINTIV INC | 217,303 | $10.0B | 1.00% | |
| 26 | AESAES CORP | 418,254 | $9.5B | 0.95% | |
| 27 | LBRTLIBERTY ENERGY INC | 714,182 | $9.1B | 0.91% | |
| 28 | ETENERGY TRANSFER L P | 5,027,444 | $8.9B | 0.89% | |
| 29 | OLNOLIN CORP | 81,985 | $3.5B | 0.35% | |
| 30 | LNGCHENIERE ENERGY INC | 2,500 | $415.0M | 0.04% | |
| 31 | PWRQUANTA SVCS INC | 3,117 | $397.0M | 0.04% | |
| 32 | FLNCFLUENCE ENERGY INC | 19,697 | $287.0M | 0.03% | |
| 33 | TELTE CONNECTIVITY LTD | 2,280 | $252.0M | 0.03% | |
| 34 | CWENCLEARWAY ENERGY INC | 6,650 | $212.0M | 0.02% |