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 $5.31B across 81 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DVN ($271.1M, 5.11%), OVV ($229.6M, 4.33%), ETR ($205.3M, 3.87%), VST ($200.7M, 3.78%), DAR ($164.0M, 3.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DVN | DEVON ENERGY CORP NEW | $271.1M | 5.11% | 6.6M | New |
| 2 | OVV | OVINTIV INC | $229.6M | 4.33% | 4.4M | Added |
| 3 | ETR | ENTERGY CORP NEW | $205.3M | 3.87% | 1.8M | Added |
| 4 | VST | VISTRA CORP | $200.7M | 3.78% | 1.3M | Added |
| 5 | DAR | DARLING INGREDIENTS INC | $164.0M | 3.09% | 3.0M | Trimmed |
| 6 | PSX | PHILLIPS 66 | $163.5M | 3.08% | 967,351 | Added |
| 7 | WMB | WILLIAMS COS INC | $162.3M | 3.06% | 2.2M | Added |
| 8 | SU | SUNCOR ENERGY INC NEW | $151.3M | 2.85% | 2.8M | Trimmed |
| 9 | DTM | DT MIDSTREAM INC | $138.8M | 2.62% | 946,016 | Added |
| 10 | TRGP | TARGA RES CORP | $134.9M | 2.54% | 502,928 | Trimmed |
| 11 | CNP | CENTERPOINT ENERGY INC | $131.4M | 2.48% | 3.0M | Added |
| 12 | CVE | CENOVUS ENERGY INC | $120.9M | 2.28% | 4.9M | Added |
| 13 | NVT | NVENT ELEC PLC | $115.0M | 2.17% | 677,859 | Trimmed |
| 14 | PR | PERMIAN RESOURCES CORP | $112.5M | 2.12% | 6.1M | Trimmed |
| 15 | RAL | RALLIANT CORP | $112.4M | 2.12% | 1.5M | Added |
| 16 | LNT | ALLIANT ENERGY CORP | $107.8M | 2.03% | 1.4M | New |
| 17 | BG | BUNGE GLOBAL SA | $103.1M | 1.94% | 965,795 | Trimmed |
| 18 | HAL | HALLIBURTON CO | $90.6M | 1.71% | 2.7M | New |
| 19 | LNG | CHENIERE ENERGY INC | $90.2M | 1.70% | 377,399 | Trimmed |
| 20 | FTI | TECHNIPFMC PLC | $85.9M | 1.62% | 1.3M | Added |
| 21 | EQT | EQT CORP | $83.9M | 1.58% | 1.6M | Added |
| 22 | WCC | WESCO INTL INC | $80.6M | 1.52% | 233,424 | New |
| 23 | SOLS | SOLSTICE ADVANCED MATLS INC | $80.7M | 1.52% | 910,394 | Added |
| 24 | MTZ | MASTEC INC | $79.1M | 1.49% | 190,236 | Trimmed |
| 25 | MAIR | MADISON AIR SOLUTIONS CORP | $75.8M | 1.43% | 1.9M | New |
Source: SEC Form 13F filings · as of 2026-06-30