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Size ($ in 1000's)
At 12/31/2023: $1,693,341
At 09/30/2023: $1,653,410
Merewether Investment Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Merewether Investment Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Merewether Investment Management LP top holdings by largest position size, as per the latest 13f filing made by Merewether Investment Management LP.
In the Merewether Investment Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Merewether Investment Management LP in that top holding, then the share count change between reporting periods, and finally the Merewether Investment Management LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VISTRA CORP |
3,446,720 |
+233,643 |
$132,768 | | VST | 3,446,720 | +233,643 | $132,768 | | TARGA RES CORP |
1,436,740 |
+67,497 |
$124,810 | | TRGP | 1,436,740 | +67,497 | $124,810 | | PHILLIPS 66 |
753,227 |
+140,527 |
$100,285 | | PSX | 753,227 | +140,527 | $100,285 | | EXXON MOBIL CORP |
928,999 |
+15,437 |
$92,881 | | XOM | 928,999 | +15,437 | $92,881 | | BAKER HUGHES COMPANY |
2,607,502 |
+1,529,302 |
$89,124 | | BKR | 2,607,502 | +1,529,302 | $89,124 | | SHELL PLC |
1,272,648 |
+1,272,648 |
$83,740 | | SHEL | 1,272,648 | +1,272,648 | $83,740 | | CHORD ENERGY CORPORATION |
438,610 |
+34,810 |
$72,910 | | CHRD | 438,610 | +34,810 | $72,910 | | CHEVRON CORP NEW |
442,680 |
+442,680 |
$66,030 | | CVX | 442,680 | +442,680 | $66,030 | | WEATHERFORD INTL PLC |
661,669 |
+57,094 |
$64,731 | | WFRD | 661,669 | +57,094 | $64,731 | | PPG INDS INC |
409,278 |
+269,978 |
$61,208 | | PPG | 409,278 | +269,978 | $61,208 | | TECHNIPFMC PLC |
2,776,871 |
+226,853 |
$55,926 | | FTI | 2,776,871 | +226,853 | $55,926 | | MARATHON OIL CORP |
2,218,885 |
+497,608 |
$53,608 | | MRO | 2,218,885 | +497,608 | $53,608 | | DIAMONDBACK ENERGY INC |
345,203 |
-48,958 |
$53,534 | | FANG | 345,203 | -48,958 | $53,534 | | ONEOK INC NEW |
672,062 |
+672,062 |
$47,192 | | OKE | 672,062 | +672,062 | $47,192 | | HF SINCLAIR CORP |
751,281 |
-174,819 |
$41,749 | | DINO | 751,281 | -174,819 | $41,749 | | TECK RESOURCES LTD |
985,817 |
+985,817 |
$41,670 | | TECK | 985,817 | +985,817 | $41,670 | | PERMIAN RESOURCES CORP |
3,037,089 |
+437,611 |
$41,304 | | PR | 3,037,089 | +437,611 | $41,304 | | OVINTIV INC |
921,218 |
-60,282 |
$40,460 | | OVV | 921,218 | -60,282 | $40,460 | | VALERO ENERGY CORP |
267,449 |
+267,449 |
$34,768 | | VLO | 267,449 | +267,449 | $34,768 | | EQT CORP |
724,495 |
-881,552 |
$28,009 | | EQT | 724,495 | -881,552 | $28,009 | | APTIV PLC |
284,036 |
+147,836 |
$25,484 | | APTV | 284,036 | +147,836 | $25,484 | | FREEPORT MCMORAN INC |
585,091 |
+585,091 |
$24,907 | | FCX | 585,091 | +585,091 | $24,907 | | RIO TINTO PLC |
334,482 |
+115,982 |
$24,906 | | RIO | 334,482 | +115,982 | $24,906 | | NVENT ELECTRIC PLC |
402,478 |
+235,278 |
$23,782 | | NVT | 402,478 | +235,278 | $23,782 | | CANADIAN NAT RES LTD |
333,407 |
+333,407 |
$21,845 | | CNQ | 333,407 | +333,407 | $21,845 | | DARLING INGREDIENTS INC |
435,091 |
+435,091 |
$21,685 | | DAR | 435,091 | +435,091 | $21,685 | | TENARIS S A |
622,028 |
-490,072 |
$21,622 | | TS | 622,028 | -490,072 | $21,622 | | NEXTRACKER INC |
459,635 |
-44,662 |
$21,534 | | NXT | 459,635 | -44,662 | $21,534 | | NEXTERA ENERGY PARTNERS LP |
693,924 |
+693,924 |
$21,102 | | NEP | 693,924 | +693,924 | $21,102 | | SOUTHWESTERN ENERGY CO |
3,192,787 |
+3,192,787 |
$20,913 | | SWN | 3,192,787 | +3,192,787 | $20,913 | | AUTOLIV INC |
184,796 |
+17,796 |
$20,363 | | ALV | 184,796 | +17,796 | $20,363 | | ENERPLUS CORP |
1,236,063 |
+58,496 |
$18,961 | | ERF | 1,236,063 | +58,496 | $18,961 | | FIRST SOLAR INC |
103,022 |
-170,476 |
$17,749 | | FSLR | 103,022 | -170,476 | $17,749 | | SHOALS TECHNOLOGIES GROUP IN |
880,570 |
-504,401 |
$13,684 | | SHLS | 880,570 | -504,401 | $13,684 | | CRESCENT PT ENERGY CORP |
1,967,678 |
+1,967,678 |
$13,636 | | CPG | 1,967,678 | +1,967,678 | $13,636 | | FLEX LTD |
428,039 |
-1,724,121 |
$13,038 | | FLEX | 428,039 | -1,724,121 | $13,038 | | LOUISIANA PAC CORP |
169,613 |
+169,613 |
$12,014 | | LPX | 169,613 | +169,613 | $12,014 | | SCORPIO TANKERS INC |
190,835 |
-52,665 |
$11,603 | | STNG | 190,835 | -52,665 | $11,603 | | NUCOR CORP |
28,121 |
-16,779 |
$4,894 | | NUE | 28,121 | -16,779 | $4,894 | | EXPRO GROUP HOLDINGS NV |
271,138 |
-1,346,162 |
$4,317 | | XPRO | 271,138 | -1,346,162 | $4,317 | | WESCO INTL INC |
17,594 |
-113,606 |
$3,059 | | WCC | 17,594 | -113,606 | $3,059 | | CHENIERE ENERGY INC |
11,800 |
+11,800 |
$2,014 | | LNG | 11,800 | +11,800 | $2,014 | | MASTEC INC |
22,300 |
-353 |
$1,689 | | MTZ | 22,300 | -353 | $1,689 | | ITRON INC |
22,200 |
+22,200 |
$1,676 | | ITRI | 22,200 | +22,200 | $1,676 |
See Full List: All Stocks Held By Merewether Investment Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Merewether Investment Management LP
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