Merewether Investment Management, LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1.0B
Holdings
31
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVECENOVUS ENERGY INC | 3,992,195 | $77.5T | 7569624.50% | |
| 2 | XOMEXXON MOBIL CORP | 660,784 | $72.9T | 7119870.33% | |
| 3 | TRGPTARGA RES CORP | 966,411 | $71.0T | 6938830.22% | |
| 4 | HALHALLIBURTON CO | 1,736,317 | $68.3T | 6674378.15% | |
| 5 | SHELSHELL PLC | 1,188,716 | $67.7T | 6613157.86% | |
| 6 | SLBSCHLUMBERGER LTD | 1,089,208 | $58.2T | 5688225.88% | |
| 7 | COPCONOCOPHILLIPS | 453,235 | $53.5T | 5224473.15% | |
| 8 | MRO*MARATHON OIL CORP | 1,946,935 | $52.7T | 5148453.08% | |
| 9 | NEENEXTERA ENERGY INC | 589,339 | $49.3T | 4812918.53% | |
| 10 | CHRDCHORD ENERGY CORPORATION | 325,311 | $44.5T | 4347640.71% | |
| 11 | WFRDWEATHERFORD INTL PLC | 805,000 | $41.0T | 4004251.34% | |
| 12 | SEDGSOLAREDGE TECHNOLOGIES INC | 137,738 | $39.0T | 3811460.35% | |
| 13 | —BUNGE LIMITED | 365,375 | $36.5T | 3561031.85% | |
| 14 | TSTENARIS S A | 992,388 | $34.9T | 3408532.38% | |
| 15 | NOVAQSUNNOVA ENERGY INTL INC. | 1,732,820 | $31.2T | 3048626.47% | |
| 16 | SUSUNCOR ENERGY INC NEW | 842,048 | $26.7T | 2610020.84% | |
| 17 | CRCCANADIAN NAT RES LTD | 479,400 | $26.6T | 2600535.33% | |
| 18 | DENEURDENBURY INC | 304,236 | $26.5T | 2586227.59% | |
| 19 | VSTVISTRA CORP | 1,048,395 | $24.3T | 2376019.39% | |
| 20 | ARRYARRAY TECHNOLOGIES INC | 1,029,416 | $19.9T | 1943836.87% | |
| 21 | DDDUPONT DE NEMOURS INC | 259,800 | $17.8T | 1741767.57% | |
| 22 | EXECHESAPEAKE ENERGY CORP | 174,705 | $16.5T | 1610557.92% | |
| 23 | MTZMASTEC INC | 167,300 | $14.3T | 1394552.09% | |
| 24 | DARDARLING INGREDIENTS INC | 211,300 | $13.2T | 1291937.50% | |
| 25 | ERFGBPENERPLUS CORP | 678,900 | $12.0T | 1169686.34% | |
| 26 | ARANTERO RESOURCES CORP | 351,173 | $10.9T | 1063113.76% | |
| 27 | ETENERGY TRANSFER L P | 655,668 | $7.8T | 760276.83% | |
| 28 | AESAES CORP | 193,254 | $5.6T | 542943.23% | |
| 29 | FANGDIAMONDBACK ENERGY INC | 19,294 | $2.6T | 257799.38% | |
| 30 | LNGCHENIERE ENERGY INC | 4,000 | $599.8B | 58596.61% | |
| 31 | CWENCLEARWAY ENERGY INC | 6,650 | $211.9B | 20703.41% |