§ 13F · FUND PROFILE
Merewether Investment Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 79Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$834M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CTRA | COTERRA ENERGY INC | 7.30M | $257M | 5.0% | +252% |
| 2 | OVV | OVINTIV INC | 4.28M | $254M | 4.9% | +19% |
| 3 | DAR | DARLING INGREDIENTS INC | 3.32M | $206M | 4.0% | +279% |
| 4 | SU | SUNCOR ENERGY INC NEW | 3.10M | $205M | 4.0% | −5% |
| 5 | VST | VISTRA CORP | 1.12M | $168M | 3.2% | +181% |
| 6 | BP | BP PLC | 3.54M | $166M | 3.2% | +18% |
| 7 | TRGP | TARGA RES CORP | 648K | $163M | 3.1% | −13% |
| 8 | BG | BUNGE GLOBAL SA | 1.12M | $142M | 2.8% | −1% |
| 9 | SRE | SEMPRA | 1.41M | $137M | 2.7% | −9% |
| 10 | PR | PERMIAN RESOURCES CORP | 6.15M | $131M | 2.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MEREWETHER SIGNAL
AC read
Merewether Investment Management, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed