Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Merewether Investment Management, LP (CIK 1736852) reported $5.16B across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CTRA ($256.6M, 4.97%), OVV ($254.3M, 4.92%), DAR ($205.6M, 3.98%), SU ($205.2M, 3.97%), VST ($167.7M, 3.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CTRA | COTERRA ENERGY INC | $256.6M | 4.97% | 7.3M | Added |
| 2 | OVV | OVINTIV INC | $254.3M | 4.92% | 4.3M | Added |
| 3 | DAR | DARLING INGREDIENTS INC | $205.6M | 3.98% | 3.3M | Added |
| 4 | SU | SUNCOR ENERGY INC NEW | $205.2M | 3.97% | 3.1M | Trimmed |
| 5 | VST | VISTRA CORP | $167.7M | 3.25% | 1.1M | Added |
| 6 | BP | BP PLC | $166.4M | 3.22% | 3.5M | Added |
| 7 | TRGP | TARGA RES CORP | $162.6M | 3.15% | 648,440 | Trimmed |
| 8 | BG | BUNGE GLOBAL SA | $142.3M | 2.75% | 1.1M | Trimmed |
| 9 | SRE | SEMPRA | $137.3M | 2.66% | 1.4M | Trimmed |
| 10 | PR | PERMIAN RESOURCES CORP | $131.1M | 2.54% | 6.1M | Trimmed |
| 11 | NRG | NRG ENERGY INC | $130.2M | 2.52% | 890,906 | Added |
| 12 | LNG | CHENIERE ENERGY INC | $130.4M | 2.52% | 459,471 | Added |
| 13 | CNP | CENTERPOINT ENERGY INC | $127.4M | 2.47% | 3.0M | Added |
| 14 | CVE | CENOVUS ENERGY INC | $126.6M | 2.45% | 4.8M | Added |
| 15 | ETR | ENTERGY CORP NEW | $123.0M | 2.38% | 1.1M | Trimmed |
| 16 | XEL | XCEL ENERGY INC | $121.7M | 2.36% | 1.5M | Trimmed |
| 17 | WMB | WILLIAMS COS INC | $121.4M | 2.35% | 1.7M | Trimmed |
| 18 | NVT | NVENT ELEC PLC | $112.4M | 2.18% | 950,331 | Trimmed |
| 19 | DTM | DT MIDSTREAM INC | $112.5M | 2.18% | 835,006 | Trimmed |
| 20 | HUBB | HUBBELL INC | $106.2M | 2.06% | 216,337 | Added |
| 21 | PRIM | PRIMORIS SVCS CORP | $96.5M | 1.87% | 674,839 | Trimmed |
| 22 | TTFNF | TOTALENERGIES SE | $86.4M | 1.67% | 949,800 | New |
| 23 | MPC | MARATHON PETE CORP | $75.8M | 1.47% | 310,500 | New |
| 24 | CNR | CORE NATURAL RESOURCES INC | $76.1M | 1.47% | 726,634 | Added |
| 25 | MTZ | MASTEC INC | $71.8M | 1.39% | 223,061 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31