Merewether Investment Management, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$4.3T
Holdings
77
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (77 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ETRENTERGY CORP NEW | 1,796,900 | $166.1B | 3.82% | |
| 2 | XELXCEL ENERGY INC | 2,167,710 | $160.1B | 3.68% | |
| 3 | EXEEXPAND ENERGY CORPORATION | 1,329,075 | $146.7B | 3.37% | |
| 4 | SUSUNCOR ENERGY INC NEW | 3,277,504 | $145.5B | 3.35% | |
| 5 | OVVOVINTIV INC | 3,612,697 | $141.6B | 3.26% | |
| 6 | WMBWILLIAMS COS INC | 2,341,000 | $140.7B | 3.24% | |
| 7 | TRGPTARGA RES CORP | 749,577 | $138.3B | 3.18% | |
| 8 | SRESEMPRA | 1,547,132 | $136.6B | 3.14% | |
| 9 | NVTNVENT ELECTRIC PLC | 1,335,574 | $136.2B | 3.13% | |
| 10 | DTMDT MIDSTREAM INC | 1,042,600 | $124.8B | 2.87% | |
| 11 | MTZMASTEC INC | 569,140 | $123.7B | 2.85% | |
| 12 | NRANRG ENERGY INC | 765,626 | $121.9B | 2.80% | |
| 13 | CNPCENTERPOINT ENERGY INC | 2,897,000 | $111.1B | 2.55% | |
| 14 | BPBP PLC | 3,008,100 | $104.5B | 2.40% | |
| 15 | BGBUNGE GLOBAL SA | 1,132,700 | $100.9B | 2.32% | |
| 16 | PRIMPRIMORIS SVCS CORP | 781,700 | $97.0B | 2.23% | |
| 17 | FCXFREEPORT-MCMORAN INC | 1,909,400 | $97.0B | 2.23% | |
| 18 | FANGDIAMONDBACK ENERGY INC | 640,250 | $96.2B | 2.21% | |
| 19 | PRPERMIAN RESOURCES CORP | 6,263,137 | $87.9B | 2.02% | |
| 20 | FSLRFIRST SOLAR INC | 325,100 | $84.9B | 1.95% | |
| 21 | XOMEXXON MOBIL CORP | 701,493 | $84.4B | 1.94% | |
| 22 | QQNITY ELECTRONICS INC | 878,048 | $71.7B | 1.65% | |
| 23 | LNGCHENIERE ENERGY INC | 348,600 | $67.8B | 1.56% | |
| 24 | FTITECHNIPFMC PLC | 1,511,128 | $67.3B | 1.55% | |
| 25 | VSTVISTRA CORP | 397,322 | $64.1B | 1.47% | |
| 26 | VLOVALERO ENERGY CORP | 359,131 | $58.5B | 1.34% | |
| 27 | BBARRICK MNG CORP | 1,331,000 | $58.0B | 1.33% | |
| 28 | IMGIAMGOLD CORP | 3,335,790 | $55.0B | 1.27% | |
| 29 | CTRACOTERRA ENERGY INC | 2,073,500 | $54.6B | 1.26% | |
| 30 | CMICUMMINS INC | 106,060 | $54.1B | 1.25% | |
| 31 | GMGENERAL MTRS CO | 633,300 | $51.5B | 1.18% | |
| 32 | DDDUPONT DE NEMOURS INC | 1,246,796 | $50.1B | 1.15% | |
| 33 | LGNLEGENCE CORP | 1,134,422 | $48.8B | 1.12% | |
| 34 | AAALCOA CORP | 882,200 | $46.9B | 1.08% | |
| 35 | HUBBHUBBELL INC | 102,920 | $45.7B | 1.05% | |
| 36 | BKVBKV CORP | 1,676,217 | $45.5B | 1.05% | |
| 37 | EQTEQT CORP | 845,286 | $45.3B | 1.04% | |
| 38 | FIXCOMFORT SYS USA INC | 46,349 | $43.3B | 0.99% | |
| 39 | AYIACUITY INC | 116,000 | $41.8B | 0.96% | |
| 40 | CLFCLEVELAND-CLIFFS INC NEW | 3,096,600 | $41.1B | 0.95% | |
| 41 | ATOATMOS ENERGY CORP | 238,236 | $39.9B | 0.92% | |
| 42 | SHELSHELL PLC | 539,421 | $39.6B | 0.91% | |
| 43 | CVECENOVUS ENERGY INC | 2,076,591 | $35.1B | 0.81% | |
| 44 | CTRICENTURI HOLDINGS INC | 1,344,000 | $33.9B | 0.78% | |
| 45 | NUENUCOR CORP | 203,900 | $33.3B | 0.76% | |
| 46 | SLBSLB LIMITED | 857,300 | $32.9B | 0.76% | |
| 47 | CGCENTERRA GOLD INC | 2,253,100 | $32.4B | 0.75% | |
| 48 | DARDARLING INGREDIENTS INC | 878,114 | $31.6B | 0.73% | |
| 49 | STSENSATA TECHNOLOGIES HLDG PL | 904,600 | $30.1B | 0.69% | |
| 50 | CNRCORE NATURAL RESOURCES INC | 339,400 | $30.0B | 0.69% | |
| 51 | GTXGARRETT MOTION INC | 1,686,100 | $29.4B | 0.68% | |
| 52 | UEOWESTLAKE CORPORATION | 388,100 | $28.7B | 0.66% | |
| 53 | ARISARIS MNG CORP | 1,694,800 | $27.5B | 0.63% | |
| 54 | PARRPAR PAC HOLDINGS INC | 734,400 | $25.8B | 0.59% | |
| 55 | GNRCGENERAC HLDGS INC | 188,946 | $25.8B | 0.59% | |
| 56 | ARANTERO RESOURCES CORP | 727,700 | $25.1B | 0.58% | |
| 57 | WULFTERAWULF INC | 2,164,500 | $24.9B | 0.57% | |
| 58 | WHDCACTUS INC | 504,900 | $23.1B | 0.53% | |
| 59 | LECOLINCOLN ELEC HLDGS INC | 94,800 | $22.7B | 0.52% | |
| 60 | TGBTASEKO MINES LTD | 3,672,900 | $20.8B | 0.48% | |
| 61 | JHXJAMES HARDIE INDS PLC | 876,600 | $18.2B | 0.42% | |
| 62 | HUTHUT 8 CORP | 393,600 | $18.1B | 0.42% | |
| 63 | SLISTANDARD LITHIUM LTD | 4,037,000 | $18.0B | 0.42% | |
| 64 | LBRTLIBERTY ENERGY INC | 951,092 | $17.6B | 0.40% | |
| 65 | WBIWATERBRIDGE INFRASTRUCTURE L | 870,400 | $17.4B | 0.40% | |
| 66 | STNGSCORPIO TANKERS INC | 323,861 | $16.5B | 0.38% | |
| 67 | DMLDENISON MINES CORP | 5,903,300 | $15.7B | 0.36% | |
| 68 | ELDELDORADO GOLD CORP NEW | 393,700 | $14.1B | 0.33% | |
| 69 | KEXKIRBY CORP | 122,300 | $13.5B | 0.31% | |
| 70 | VNOMVIPER ENERGY INC | 318,082 | $12.3B | 0.28% | |
| 71 | STLDSTEEL DYNAMICS INC | 53,400 | $9.0B | 0.21% | |
| 72 | TLNTALEN ENERGY CORP | 23,908 | $9.0B | 0.21% | |
| 73 | CCOCAMECO CORP | 88,854 | $8.1B | 0.19% | |
| 74 | NXTNEXTPOWER INC | 88,975 | $7.8B | 0.18% | |
| 75 | TBNTAMBORAN RES CORP | 70,000 | $1.9B | 0.04% | |
| 76 | ALVAUTOLIV INC | 6,400 | $759.0M | 0.02% | |
| 77 | VCVISTEON CORP | 5,200 | $494.0M | 0.01% |