Merewether Investment Management, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$2.5T
Holdings
52
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRGPTARGA RES CORP | 937,521 | $167.3B | 6.68% | |
| 2 | TRPTC ENERGY CORP | 3,524,649 | $164.2B | 6.56% | |
| 3 | SHELSHELL PLC | 2,262,997 | $141.8B | 5.66% | |
| 4 | COPCONOCOPHILLIPS | 1,404,145 | $139.2B | 5.56% | |
| 5 | VSTVISTRA CORP | 975,142 | $134.4B | 5.37% | |
| 6 | ETRENTERGY CORP NEW | 1,419,507 | $107.6B | 4.30% | |
| 7 | EQTEQT CORP | 2,156,322 | $99.4B | 3.97% | |
| 8 | GEVGE VERNOVA INC | 252,269 | $83.0B | 3.31% | |
| 9 | PPLPPL CORP | 2,158,446 | $70.1B | 2.80% | |
| 10 | PNWPINNACLE WEST CAP CORP | 816,710 | $69.2B | 2.76% | |
| 11 | CVECENOVUS ENERGY INC | 4,311,674 | $65.3B | 2.61% | |
| 12 | ARANTERO RESOURCES CORP | 1,806,095 | $63.3B | 2.53% | |
| 13 | FLEXFLEX LTD | 1,634,987 | $62.8B | 2.51% | |
| 14 | NGGNATIONAL GRID PLC | 1,053,461 | $62.6B | 2.50% | |
| 15 | CVXCHEVRON CORP NEW | 371,896 | $53.9B | 2.15% | |
| 16 | PRPERMIAN RESOURCES CORP | 3,621,015 | $52.1B | 2.08% | |
| 17 | ETENERGY TRANSFER L P | 2,618,212 | $51.3B | 2.05% | |
| 18 | EXEEXPAND ENERGY CORPORATION | 499,891 | $49.8B | 1.99% | |
| 19 | TLNTALEN ENERGY CORP | 245,208 | $49.4B | 1.97% | |
| 20 | ATOATMOS ENERGY CORP | 343,343 | $47.8B | 1.91% | |
| 21 | NINISOURCE INC | 1,289,157 | $47.4B | 1.89% | |
| 22 | MTZMASTEC INC | 342,383 | $46.6B | 1.86% | |
| 23 | SOBOSOUTH BOW CORP | 1,952,495 | $46.0B | 1.84% | |
| 24 | OGEOGE ENERGY CORP | 1,078,061 | $44.5B | 1.78% | |
| 25 | PSXPHILLIPS 66 | 388,740 | $44.3B | 1.77% | |
| 26 | VNOMUSDVIPER ENERGY INC | 875,361 | $43.0B | 1.72% | |
| 27 | XOMEXXON MOBIL CORP | 393,351 | $42.3B | 1.69% | |
| 28 | KGSKODIAK GAS SVCS INC | 934,499 | $38.2B | 1.52% | |
| 29 | VLOVALERO ENERGY CORP | 300,672 | $36.9B | 1.47% | |
| 30 | FANGDIAMONDBACK ENERGY INC | 219,959 | $36.0B | 1.44% | |
| 31 | FSLRFIRST SOLAR INC | 181,328 | $32.0B | 1.28% | |
| 32 | UEOWESTLAKE CORPORATION | 273,637 | $31.4B | 1.25% | |
| 33 | CCOCAMECO CORP | 582,723 | $29.9B | 1.20% | |
| 34 | EPDENTERPRISE PRODS PARTNERS L | 856,200 | $26.9B | 1.07% | |
| 35 | HCCWARRIOR MET COAL INC | 494,481 | $26.8B | 1.07% | |
| 36 | KGCKINROSS GOLD CORP | 2,563,602 | $23.8B | 0.95% | |
| 37 | TSTENARIS S A | 536,413 | $20.3B | 0.81% | |
| 38 | TECK/BTECK RESOURCES LTD | 488,476 | $19.8B | 0.79% | |
| 39 | BKVBKV CORP | 814,335 | $19.4B | 0.77% | |
| 40 | CRCCANADIAN NAT RES LTD | 623,769 | $19.3B | 0.77% | |
| 41 | MTDRMATADOR RES CO | 279,071 | $15.7B | 0.63% | |
| 42 | EXPEAGLE MATLS INC | 62,296 | $15.4B | 0.61% | |
| 43 | FTITECHNIPFMC PLC | 485,379 | $14.0B | 0.56% | |
| 44 | KNTKKINETIK HOLDINGS INC | 198,844 | $11.3B | 0.45% | |
| 45 | RSRELIANCE INC | 37,000 | $10.0B | 0.40% | |
| 46 | LPXLOUISIANA PAC CORP | 66,157 | $6.9B | 0.27% | |
| 47 | ITRIITRON INC | 62,967 | $6.8B | 0.27% | |
| 48 | LNGCHENIERE ENERGY INC | 28,500 | $6.1B | 0.24% | |
| 49 | BTUPEABODY ENERGY CORP | 173,566 | $3.6B | 0.15% | |
| 50 | PAASPAN AMERN SILVER CORP | 175,575 | $3.6B | 0.14% | |
| 51 | TTENTOTALENERGIES SE | 25,785 | $1.4B | 0.06% | |
| 52 | ALVAUTOLIV INC | 6,400 | $600.3M | 0.02% |