Institutional Fund
Merewether Investment Management, LP
Dallas, TXCIK 17368525 filings on record
Portfolio Value
$5.16B
Q1 2026
Holdings
79
Reported positions
New Buys
23
Opened this quarter
QoQ Change
+18.8%
from $4.35B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Coterra Energy Inc5.0%
- Ovintiv Inc4.9%
- Darling Ingredients Inc4.0%
- Suncor Energy Inc New4.0%
- Vistra Corp3.2%
- Bp PLC3.2%
- Other75.7%
Portfolio Holdings
79 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Coterra Energy Inc | 7.30M | $256.58M | 5.0% | +5.23M | Added |
| 2 | Ovintiv Inc | 4.28M | $254.26M | 4.9% | +670.6K | Added |
| 3 | Darling Ingredients Inc | 3.32M | $205.62M | 4.0% | +2.45M | Added |
| 4 | Suncor Energy Inc New | 3.10M | $205.23M | 4.0% | −173.7K | Reduced |
| 5 | Vistra Corp | 1.12M | $167.71M | 3.2% | +718.3K | Added |
| 6 | Bp PLC | 3.54M | $166.45M | 3.2% | +533.3K | Added |
| 7 | Targa Res Corp | 648.4K | $162.58M | 3.1% | −101.1K | Reduced |
| 8 | Bunge Global SA | 1.12M | $142.28M | 2.8% | −14.2K | Reduced |
| 9 | Sempra | 1.41M | $137.28M | 2.7% | −134.3K | Reduced |
| 10 | Permian Resources Corp | 6.15M | $131.09M | 2.5% | −114.6K | Reduced |
69 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio