MI
Merewether Investment Management, LP
Merewether Investment Management, LP · Investor
1Y performance ⓘ
+38%
AUM (13F)
$4.9B
# of Holdings
78
3Y performance ⓘ
+126%
vs S&P 500 ⓘ
+55%
Updated
Mar 31
Merewether Investment Management, LP's Merewether Investment Management, LP holds 78 U.S.-equity positions worth $4.9B (SEC 13F, Q1 2026). Top positions: Ovintiv Inc. 4.9%, DARLING INGREDIENTS INC. 4.0%, Suncor Energy, Inc. 4.0%. 13F-replication return is +126% over 3 years (+55 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| OVV Ovintiv Inc. | 4.9% | 4.3M | $254M | ▲ 19% (+671K) | $38.07 | $54.62 (+43%) | 2026-03-31 |
| DAR DARLING INGREDIENTS INC. | 4.0% | 3.3M | $206M | ▲ 279% (+2.4M) | $49.84 | $53.22 (+7%) | 2026-03-31 |
| SU Suncor Energy, Inc. | 4.0% | 3.1M | $205M | ▼ 5.3% (−174K) | $38.10 | $56.23 (+48%) | 2026-03-31 |
| VST Vistra Corp. | 3.2% | 1.1M | $168M | ▲ 181% (+718K) | $24.00 | $167.26 (+597%) | 2026-03-31 |
| BP Bp Plc | 3.2% | 3.5M | $166M | ▲ 18% (+533K) | $38.72 | $39.78 (+3%) | 2026-03-31 |
| TRGP Targa Resources Corp. | 3.1% | 648K | $163M | ▼ 13% (−101K) | $72.95 | $264.51 (+263%) | 2026-03-31 |
| BG Bunge Global SA | 2.8% | 1.1M | $142M | ▼ 1.2% (−14K) | $81.25 | $111.42 (+37%) | 2026-03-31 |
| SRE Sempra | 2.7% | 1.4M | $137M | ▼ 8.7% (−134K) | $71.36 | $91.62 (+28%) | 2026-03-31 |
| PR Permian Resources Corporation | 2.5% | 6.1M | $131M | ▼ 1.8% (−115K) | $10.50 | $19.00 (+81%) | 2026-03-31 |
| LNG Cheniere Energy Inc | 2.5% | 459K | $130M | ▲ 32% (+111K) | $157.60 | $230.85 (+46%) | 2026-03-31 |
| NRG NRG Energy, Inc. | 2.5% | 891K | $130M | ▲ 16% (+125K) | $67.69 | $138.91 (+105%) | 2026-03-31 |
| CNP CenterPoint Energy, Inc. | 2.5% | 3.0M | $127M | ▲ 1.9% (+55K) | $30.98 | $43.12 (+39%) | 2026-03-31 |
| CVE Cenovus Energy Inc. | 2.5% | 4.8M | $127M | ▲ 130% (+2.7M) | $17.46 | $25.67 (+47%) | 2026-03-31 |
| ETR Entergy Corporation | 2.4% | 1.1M | $123M | ▼ 39% (−702K) | $75.82 | $112.20 (+48%) | 2026-03-31 |
| XEL Xcel Energy, Inc. | 2.4% | 1.5M | $122M | ▼ 29% (−636K) | $65.30 | $78.81 (+21%) | 2026-03-31 |
| WMB Williams Companies Inc. | 2.4% | 1.7M | $121M | ▼ 29% (−673K) | $60.11 | $74.95 (+25%) | 2026-03-31 |
| DTM DT Midstream, Inc. | 2.2% | 835K | $112M | ▼ 20% (−208K) | $96.48 | $145.04 (+50%) | 2026-03-31 |
| NVT nVent Electric plc Ordinary Shares | 2.2% | 950K | $112M | ▼ 29% (−385K) | $52.99 | $184.34 (+248%) | 2026-03-31 |
| HUBB Hubbell Incorporated | 2.1% | 216K | $106M | ▲ 110% (+113K) | $408.41 | $539.39 (+32%) | 2026-03-31 |
| PRIM Primoris Services Corporation | 1.9% | 675K | $97M | ▼ 14% (−107K) | $77.94 | $108.34 (+39%) | 2026-03-31 |
| TTE TotalEnergies SE | 1.7% | 950K | $86M | NEW (+950K) | $90.98 | $80.67 (−11%) | 2026-03-31 |
| CNR Core Natural Resources, Inc. | 1.5% | 727K | $76M | ▲ 114% (+387K) | $88.51 | $82.13 (−7%) | 2026-03-31 |
| MPC MARATHON PETROLEUM CORPORATION | 1.5% | 310K | $76M | NEW (+310K) | $134.83 | $247.29 (+83%) | 2026-03-31 |
| MTZ MasTec, Inc. | 1.4% | 223K | $72M | ▼ 61% (−346K) | $94.44 | $406.32 (+330%) | 2026-03-31 |
| COP ConocoPhillips | 1.3% | 522K | $69M | NEW (+522K) | $99.21 | $109.70 (+11%) | 2026-03-31 |
| EQT EQT CORP | 1.3% | 1.1M | $68M | ▲ 27% (+225K) | $41.13 | $51.84 (+26%) | 2026-03-31 |
| DINO HF Sinclair Corporation | 1.3% | 1.1M | $66M | NEW (+1.1M) | $48.38 | $65.84 (+36%) | 2026-03-31 |
| VG Venture Global, Inc. | 1.3% | 4.2M | $65M | NEW (+4.2M) | $15.76 | $11.26 (−29%) | 2026-03-31 |
| ST Sensata Technologies Holding plc | 1.2% | 1.8M | $63M | ▲ 99% (+892K) | $35.86 | $51.70 (+44%) | 2026-03-31 |
| FCX Freeport-McMoran Inc. | 1.1% | 999K | $59M | ▼ 48% (−911K) | $42.57 | $69.21 (+63%) | 2026-03-31 |
| FTI TechnipFMC plc Ordinary Share | 1.1% | 836K | $58M | ▼ 45% (−675K) | $13.65 | $67.39 (+394%) | 2026-03-31 |
| IAG IAMGold Corporation | 1.1% | 3.0M | $56M | ▼ 11% (−382K) | $6.25 | $16.91 (+171%) | 2026-03-31 |
| LYB LyondellBasell Industries N.V. Class A | 1.0% | 655K | $53M | NEW (+655K) | $80.56 | $58.52 (−27%) | 2026-03-31 |
| FANG Diamondback Energy, Inc. | 1.0% | 266K | $53M | ▼ 58% (−374K) | $131.36 | $187.80 (+43%) | 2026-03-31 |
| Q Qnity Electronics, Inc. | 1.0% | 433K | $50M | ▼ 51% (−445K) | $81.65 | $175.64 (+115%) | 2026-03-31 |
| NUE Nucor Corporation | 1.0% | 293K | $50M | ▲ 44% (+89K) | $156.35 | $244.93 (+57%) | 2026-03-31 |
| SOLS Solstice Advanced Materials Inc. Common Stock | 0.9% | 642K | $49M | NEW (+642K) | $76.16 | $86.95 (+14%) | 2026-03-31 |
| EXE Expand Energy Corporation Common Stock | 0.9% | 432K | $47M | ▼ 68% (−897K) | $76.04 | $88.44 (+16%) | 2026-03-31 |
| BKV BKV Corporation | 0.9% | 1.6M | $47M | ▼ 1.8% (−29K) | $18.29 | $25.69 (+40%) | 2026-03-31 |
| RAL Ralliant Corporation | 0.9% | 1.1M | $46M | NEW (+1.1M) | $41.59 | $67.72 (+63%) | 2026-03-31 |
| WTTR Select Water Solutions, Inc. | 0.9% | 2.9M | $44M | NEW (+2.9M) | $15.30 | $18.48 (+21%) | 2026-03-31 |
| LGN Legence Corp. Class A Common stock | 0.8% | 726K | $41M | ▼ 36% (−408K) | $30.81 | $88.20 (+186%) | 2026-03-31 |
| AR ANTERO RESOURCES CORPORATION | 0.8% | 951K | $40M | ▲ 31% (+224K) | $23.09 | $34.03 (+47%) | 2026-03-31 |
| CGAU Centerra Gold Inc. | 0.8% | 2.3M | $40M | ▲ 0.5% (+11K) | $14.40 | $16.59 (+15%) | 2026-03-31 |
| XOM Exxon Mobil Corporation | 0.8% | 233K | $40M | ▼ 67% (−468K) | $109.66 | $138.47 (+26%) | 2026-03-31 |
| CMI Cummins Inc. | 0.8% | 74K | $40M | ▼ 31% (−33K) | $422.37 | $724.93 (+72%) | 2026-03-31 |
| SDRL Seadrill Limited | 0.8% | 867K | $39M | NEW (+867K) | $45.50 | $39.89 (−12%) | 2026-03-31 |
| NE Noble Corporation plc | 0.7% | 779K | $38M | NEW (+779K) | $39.47 | $42.35 (+7%) | 2026-03-31 |
| JHX James Hardie Industries plc | 0.7% | 2.0M | $37M | ▲ 123% (+1.1M) | $20.75 | $24.51 (+18%) | 2026-03-31 |
| FNV Franco-Nevada Corporation | 0.7% | 144K | $36M | NEW (+144K) | $247.05 | $220.73 (−11%) | 2026-03-31 |
Showing top 50 of 78 holdings by value.
FAQ ▾
What are Merewether Investment Management, LP's largest holdings?
As of the latest 13F: Ovintiv Inc. 4.9%, DARLING INGREDIENTS INC. 4.0%, Suncor Energy, Inc. 4.0%, Vistra Corp. 3.2%, Bp Plc 3.2%.
How big is Merewether Investment Management, LP's 13F portfolio?
$4.9B across 78 disclosed U.S.-equity positions.
What is Merewether Investment Management, LP's 3-year performance?
+126% (13F-replication, price return), +55 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.