Merewether Investment Management, LP: 13F holdings
CIK 17368522026Q2
| Positions | 81 |
|---|
| Reported value | $5.3bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 81 (+2 vs prior quarter) |
|---|
| Reported value | $5.3bn (+2.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DVN DEVON ENERGY CORP NEW | 6,561,677 | $271.1m | 5.1% |
| OVV OVINTIV INC | 4,361,717 | $229.6m | 4.3% |
| ETR ENTERGY CORP NEW | 1,787,604 | $205.3m | 3.9% |
| VST VISTRA CORP | 1,265,438 | $200.7m | 3.8% |
| DAR DARLING INGREDIENTS INC | 3,002,575 | $164.0m | 3.1% |
| PSX PHILLIPS 66 | 967,351 | $163.5m | 3.1% |
| WMB WILLIAMS COS INC | 2,182,992 | $162.3m | 3.1% |
| SU SUNCOR ENERGY INC NEW | 2,814,167 | $151.3m | 2.9% |
| DTM DT MIDSTREAM INC | 946,016 | $138.8m | 2.6% |
| TRGP TARGA RES CORP | 502,928 | $134.9m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1736852")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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