Merewether Investment Management, LP Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$426.3B
Holdings
30
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AESAES CORP | 1,550,990 | $36.4B | 8.55% | |
| 2 | NOVAQSUNNOVA ENERGY INTERNATIONAL | 772,628 | $34.9B | 8.18% | |
| 3 | DARDARLING INGREDIENTS INC | 566,983 | $32.7B | 7.67% | |
| 4 | CRCCANADIAN NATURAL RESOURCES | 1,125,104 | $27.1B | 6.35% | |
| 5 | XECEURCIMAREX ENERGY CO | 702,803 | $26.4B | 6.18% | |
| 6 | —PARSLEY ENERGY INC-CLASS A | 1,758,410 | $25.0B | 5.86% | |
| 7 | —BUNGE LTD | 371,631 | $24.4B | 5.72% | |
| 8 | PXDEURPIONEER NATURAL RESOURCES CO | 210,174 | $23.9B | 5.62% | |
| 9 | TOUTOURMALINE OIL CORP | 1,720,098 | $23.2B | 5.44% | |
| 10 | EQTEQT CORP | 1,210,245 | $15.4B | 3.61% | |
| 11 | APY1EURCHAMPIONX CORP | 1,002,114 | $15.3B | 3.60% | |
| 12 | PWRQUANTA SERVICES INC | 188,832 | $13.6B | 3.19% | |
| 13 | HESHESS CORP | 246,110 | $13.0B | 3.05% | |
| 14 | —LUNDIN ENERGY AB | 449,630 | $12.1B | 2.85% | |
| 15 | BKRBAKER HUGHES | 556,882 | $11.6B | 2.72% | |
| 16 | RDS/AROYAL DUTCH SHELL-SPON ADR-A ADR | 329,394 | $11.6B | 2.72% | |
| 17 | 9990302DAPACHE CORP | 760,364 | $10.8B | 2.53% | |
| 18 | ENPHENPHASE ENERGY INC | 56,401 | $9.9B | 2.32% | |
| 19 | —STAR PEAK ENERGY TRANSIT- A | 458,846 | $9.4B | 2.20% | |
| 20 | PAGPPLAINS GP HOLDINGS LP-CL A | 1,011,221 | $8.5B | 2.00% | |
| 21 | GTLSCHART INDUSTRIES INC | 71,268 | $8.4B | 1.97% | |
| 22 | —TPG PACE BENEFICIAL FIN-CL A | 255,000 | $6.6B | 1.55% | |
| 23 | ARANTERO RESOURCES CORP | 1,079,017 | $5.9B | 1.38% | |
| 24 | VLOVALERO ENERGY CORP | 79,772 | $4.5B | 1.06% | |
| 25 | FCXFREEPORT-MCMORAN INC | 146,407 | $3.8B | 0.89% | |
| 26 | WLLWHITING PETROLEUM CORP | 118,783 | $3.0B | 0.70% | |
| 27 | —IGO LTD | 500,000 | $2.5B | 0.58% | |
| 28 | —SWITCHBACK ENERGY ACQUISIT-A | 59,348 | $2.4B | 0.56% | |
| 29 | OVVOVINTIV INC | 150,000 | $2.2B | 0.51% | |
| 30 | CLNECLEAN ENERGY FUELS CORP | 250,000 | $2.0B | 0.46% |