Merewether Investment Management, LP
CIK 1736852
13F filing for Q2 2026・No. 878
- Holdings
- US$5.31B
- Quarter change
- +US$141.89M
- Entries
- 81
- Net bought (estimate)
- +US$194.35M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 23
- Sold out 21
- Cut 24
- Added 34
- Corporate actions 0
- Unchanged 0
Largest holdings
81 stocks worth US$5.31B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DVNDEVON ENERGY CORP NEWCOM | New | 6,561,677 | US$271.13M | 5.11% |
| OVVOVINTIV INCCOM | Added | 4,361,717 | US$229.64M | 4.33% |
| ETRENTERGY CORP NEWCOM | Added | 1,787,604 | US$205.32M | 3.87% |
| VSTVISTRA CORPCOM | Added | 1,265,438 | US$200.74M | 3.78% |
| DARDARLING INGREDIENTS INCCOM | Cut | 3,002,575 | US$164M | 3.09% |
| PSXPHILLIPS 66COM | Added | 967,351 | US$163.53M | 3.08% |
| WMBWILLIAMS COS INCCOM | Added | 2,182,992 | US$162.28M | 3.06% |
| SUSUNCOR ENERGY INC NEWCOM | Cut | 2,814,167 | US$151.25M | 2.85% |
| DTMDT MIDSTREAM INCCOMMON STOCK | Added | 946,016 | US$138.82M | 2.62% |
| TRGPTARGA RES CORPCOM | Cut | 502,928 | US$134.86M | 2.54% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.