Merewether Investment Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$4.2T
Holdings
70
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (70 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ETRENTERGY CORP NEW | 2,148,000 | $200.2B | 4.79% | |
| 2 | MTZMASTEC INC | 867,240 | $184.6B | 4.42% | |
| 3 | SRESEMPRA | 1,949,432 | $175.4B | 4.20% | |
| 4 | NVTNVENT ELECTRIC PLC | 1,699,674 | $167.7B | 4.01% | |
| 5 | EXEEXPAND ENERGY CORPORATION | 1,517,475 | $161.2B | 3.86% | |
| 6 | SUSUNCOR ENERGY INC NEW | 3,681,304 | $154.0B | 3.68% | |
| 7 | EQTEQT CORP | 2,735,086 | $148.9B | 3.56% | |
| 8 | XELXCEL ENERGY INC | 1,763,910 | $142.3B | 3.40% | |
| 9 | TRGPTARGA RES CORP | 798,177 | $133.7B | 3.20% | |
| 10 | NINISOURCE INC | 2,934,594 | $127.1B | 3.04% | |
| 11 | CVECENOVUS ENERGY INC | 7,138,222 | $121.3B | 2.90% | |
| 12 | DTMDT MIDSTREAM INC | 1,000,600 | $113.1B | 2.71% | |
| 13 | PRPERMIAN RESOURCES CORP | 8,836,137 | $113.1B | 2.71% | |
| 14 | VLOVALERO ENERGY CORP | 634,731 | $108.1B | 2.59% | |
| 15 | BKRBAKER HUGHES COMPANY | 2,165,846 | $105.5B | 2.52% | |
| 16 | TLNTALEN ENERGY CORP | 241,159 | $102.6B | 2.45% | |
| 17 | DDDUPONT DE NEMOURS INC | 1,279,700 | $99.7B | 2.38% | |
| 18 | CNPCENTERPOINT ENERGY INC | 2,493,500 | $96.7B | 2.31% | |
| 19 | FSLRFIRST SOLAR INC | 420,700 | $92.8B | 2.22% | |
| 20 | CMICUMMINS INC | 215,800 | $91.1B | 2.18% | |
| 21 | BBARRICK MNG CORP | 2,647,300 | $86.8B | 2.08% | |
| 22 | NRANRG ENERGY INC | 530,726 | $86.0B | 2.06% | |
| 23 | HUBBHUBBELL INC | 198,000 | $85.2B | 2.04% | |
| 24 | KMIKINDER MORGAN INC DEL | 2,765,800 | $78.3B | 1.87% | |
| 25 | XOMEXXON MOBIL CORP | 693,893 | $78.2B | 1.87% | |
| 26 | BGBUNGE GLOBAL SA | 921,700 | $74.9B | 1.79% | |
| 27 | FANGDIAMONDBACK ENERGY INC | 508,750 | $72.8B | 1.74% | |
| 28 | OVVOVINTIV INC | 1,747,097 | $70.5B | 1.69% | |
| 29 | FTITECHNIPFMC PLC | 1,544,135 | $60.9B | 1.46% | |
| 30 | SHELSHELL PLC | 750,821 | $53.7B | 1.28% | |
| 31 | AYIACUITY INC | 147,100 | $50.7B | 1.21% | |
| 32 | RIOTRIOT PLATFORMS INC | 2,510,000 | $47.8B | 1.14% | |
| 33 | IMGIAMGOLD CORP | 3,432,590 | $44.4B | 1.06% | |
| 34 | GTXGARRETT MOTION INC | 2,980,200 | $40.6B | 0.97% | |
| 35 | LGNLEGENCE CORP | 1,306,852 | $40.3B | 0.96% | |
| 36 | STNGSCORPIO TANKERS INC | 686,361 | $38.5B | 0.92% | |
| 37 | CVXCHEVRON CORP NEW | 240,000 | $37.3B | 0.89% | |
| 38 | DINOHF SINCLAIR CORP | 682,400 | $35.7B | 0.85% | |
| 39 | CMCCOMMERCIAL METALS CO | 468,700 | $26.8B | 0.64% | |
| 40 | VNOMVIPER ENERGY INC | 697,582 | $26.7B | 0.64% | |
| 41 | STLDSTEEL DYNAMICS INC | 189,800 | $26.5B | 0.63% | |
| 42 | ECGEVERUS CONSTR GROUP | 289,700 | $24.8B | 0.59% | |
| 43 | COPXGLOBAL X FDS | 379,500 | $22.7B | 0.54% | |
| 44 | MOSMOSAIC CO NEW | 634,800 | $22.0B | 0.53% | |
| 45 | WBIWATERBRIDGE INFRASTRUCTURE L | 870,400 | $22.0B | 0.53% | |
| 46 | NXTNEXTRACKER INC | 280,875 | $20.8B | 0.50% | |
| 47 | UEOWESTLAKE CORPORATION | 268,400 | $20.7B | 0.49% | |
| 48 | BKVBKV CORP | 876,517 | $20.3B | 0.49% | |
| 49 | GNRCGENERAC HLDGS INC | 113,799 | $19.0B | 0.46% | |
| 50 | DMLDENISON MINES CORP | 6,819,900 | $18.8B | 0.45% | |
| 51 | ARISARIS MNG CORP | 1,913,400 | $18.7B | 0.45% | |
| 52 | SLBSCHLUMBERGER LTD | 543,200 | $18.7B | 0.45% | |
| 53 | —RAMACO RES INC | 561,400 | $18.6B | 0.45% | |
| 54 | VSTVISTRA CORP | 94,022 | $18.4B | 0.44% | |
| 55 | BTUPEABODY ENERGY CORP | 571,300 | $15.2B | 0.36% | |
| 56 | FROFRONTLINE PLC | 626,500 | $14.3B | 0.34% | |
| 57 | CDECOEUR MNG INC | 725,600 | $13.6B | 0.33% | |
| 58 | ATOATMOS ENERGY CORP | 72,936 | $12.5B | 0.30% | |
| 59 | BTDRBITDEER TECHNOLOGIES GROUP | 601,700 | $10.3B | 0.25% | |
| 60 | LNGCHENIERE ENERGY INC | 42,600 | $10.0B | 0.24% | |
| 61 | VCVISTEON CORP | 70,700 | $8.5B | 0.20% | |
| 62 | CCOCAMECO CORP | 88,854 | $7.5B | 0.18% | |
| 63 | HCCWARRIOR MET COAL INC | 108,569 | $6.9B | 0.17% | |
| 64 | CRCCANADIAN NAT RES LTD | 168,463 | $5.4B | 0.13% | |
| 65 | FIXCOMFORT SYS USA INC | 4,169 | $3.4B | 0.08% | |
| 66 | SOCSABLE OFFSHORE CORP | 138,800 | $2.4B | 0.06% | |
| 67 | AAALCOA CORP | 37,500 | $1.2B | 0.03% | |
| 68 | ALVAUTOLIV INC | 6,400 | $790.4M | 0.02% | |
| 69 | DARDARLING INGREDIENTS INC | 20,614 | $636.4M | 0.02% | |
| 70 | ITRIITRON INC | 5,075 | $632.1M | 0.02% |