§ 13F · FUND PROFILE
Merewether Investment Management, LP.
AUM · $5.3B (13F)Positions · 81Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.2B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DVN | DEVON ENERGY CORP NEW | 6.56M | $271M | 5.1% | NEW |
| 2 | OVV | OVINTIV INC | 4.36M | $230M | 4.3% | +2% |
| 3 | ETR | ENTERGY CORP NEW | 1.79M | $205M | 3.9% | +63% |
| 4 | VST | VISTRA CORP | 1.27M | $201M | 3.8% | +13% |
| 5 | DAR | DARLING INGREDIENTS INC | 3.00M | $164M | 3.1% | −10% |
| 6 | PSX | PHILLIPS 66 | 967K | $164M | 3.1% | +1075% |
| 7 | WMB | WILLIAMS COS INC | 2.18M | $162M | 3.1% | +31% |
| 8 | SU | SUNCOR ENERGY INC NEW | 2.81M | $151M | 2.9% | −9% |
| 9 | DTM | DT MIDSTREAM INC | 946K | $139M | 2.6% | +13% |
| 10 | TRGP | TARGA RES CORP | 503K | $135M | 2.5% | −22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MEREWETHER SIGNAL
AC read
Merewether Investment Management, LP is a Other fund managing $5.3 billion in assets. The fund runs a portfolio of 81 positions.
Read the full dossier →