Merewether Investment Management, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MI Merewether Investment Management, LP | Institutional Filer | ▲ 18.78% | $5.16B | 79 |
Current Portfolio Holdings
Showing all 79 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CTRA | Coterra Energy Inc. | Energy | 7.3M | $256.6M | 4.97% |
| 2 | OVV | Ovintiv Inc. | Energy | 4.3M | $254.3M | 4.92% |
| 3 | DAR | Darling Ingredients Inc. | Consumer Defensive | 3.3M | $205.6M | 3.98% |
| 4 | SU | Suncor Energy Inc. | Energy | 3.1M | $205.2M | 3.97% |
| 5 | VST | Vistra Corp. | Utilities | 1.1M | $167.7M | 3.25% |
| 6 | BP | BP p.l.c. | Energy | 3.5M | $166.4M | 3.22% |
| 7 | TRGP | Targa Resources Corp. | Energy | 648K | $162.6M | 3.15% |
| 8 | BG | Bunge Global S.A. | Consumer Defensive | 1.1M | $142.3M | 2.75% |
| 9 | SRE | Sempra | Utilities | 1.4M | $137.3M | 2.66% |
| 10 | PR | Permian Resources Corporation | Energy | 6.1M | $131.1M | 2.54% |
| 11 | LNG | Cheniere Energy, Inc. | Energy | 459K | $130.4M | 2.52% |
| 12 | NRG | NRG Energy, Inc. | Utilities | 891K | $130.2M | 2.52% |
| 13 | CNP | CenterPoint Energy, Inc. | Utilities | 3.0M | $127.4M | 2.47% |
| 14 | CVE | Cenovus Energy Inc. | Energy | 4.8M | $126.6M | 2.45% |
| 15 | ETR | Entergy Corporation | Utilities | 1.1M | $123.0M | 2.38% |
Showing 1 to 15 of 79 holdings