Merewether Investment Management, LP
CIK 1736852 · EDGAR ↗
- sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped
- $5.2B
- every reported holding for this filer and quarter, including ones with no disclosed value
- 79
- positions with no comparable holding in the prior quarter (kind new), 2026-03-31
- 23
- positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
- 21
Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓
Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
by shares · How classified ↗Period
| The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping. | position matched across quarters by exact reported CUSIP over a registry gap — never a name match | NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE | derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero | Prev value | Curr value | Prev shares | Curr shares | |
|---|---|---|---|---|---|---|---|---|
| — | share class as filed: COM · position key sid:sec:prov:dcdf9d85329d8c12b54bf106942f0068 · issuer key cusip6:127097 | ADD | +$202M | +5,228,191 | $54.6M | $257M | 2,073,500 | 7,301,691 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:12175 · issuer key iss:1385 | ADD | +$113M | +670,617 | $142M | $254M | 3,612,697 | 4,283,314 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:11686 · issuer key iss:558 | ADD | +$174M | +2,446,409 | $31.6M | $206M | 878,114 | 3,324,523 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:18253 · issuer key iss:1731 | TRIM | +$59.7M | −173,653 | $145M | $205M | 3,277,504 | 3,103,851 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:11219 · issuer key iss:1925 | ADD | +$104M | +718,299 | $64.1M | $168M | 397,322 | 1,115,621 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: SPONSORED ADR · position key pos:16000 · issuer key iss:215 | ADD | +$62.0M | +533,297 | $104M | $166M | 3,008,100 | 3,541,397 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:13890 · issuer key iss:1760 | TRIM | +$24.3M | −101,137 | $138M | $163M | 749,577 | 648,440 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM SHS · position key pos:11992 · issuer key iss:2256 | TRIM | +$41.4M | −14,157 | $101M | $142M | 1,132,700 | 1,118,543 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:14516 · issuer key iss:1643 | TRIM | +$684K | −134,344 | $137M | $137M | 1,547,132 | 1,412,788 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: CLASS A COM · position key pos:17456 · issuer key iss:1440 | TRIM | +$43.2M | −114,622 | $87.9M | $131M | 6,263,137 | 6,148,515 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM NEW · position key pos:10822 · issuer key iss:438 | ADD | +$62.6M | +110,871 | $67.8M | $130M | 348,600 | 459,471 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM NEW · position key pos:11582 · issuer key iss:1267 | ADD | +$8.3M | +125,280 | $122M | $130M | 765,626 | 890,906 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:11170 · issuer key iss:421 | ADD | +$16.4M | +55,405 | $111M | $127M | 2,897,000 | 2,952,405 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:11005 · issuer key iss:420 | ADD | +$91.5M | +2,695,009 | $35.1M | $127M | 2,076,591 | 4,771,600 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:12048 · issuer key iss:665 | TRIM | −$43.1M | −702,358 | $166M | $123M | 1,796,900 | 1,094,542 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:13598 · issuer key iss:1994 | TRIM | −$38.4M | −636,168 | $160M | $122M | 2,167,710 | 1,531,542 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:15560 · issuer key iss:1973 | TRIM | −$19.3M | −672,572 | $141M | $121M | 2,341,000 | 1,668,428 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COMMON STOCK · position key pos:12231 · issuer key iss:551 | TRIM | −$12.3M | −207,594 | $125M | $112M | 1,042,600 | 835,006 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: SHS · position key pos:12883 · issuer key iss:2178 | TRIM | −$23.8M | −385,243 | $136M | $112M | 1,335,574 | 950,331 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: COM · position key pos:13049 · issuer key iss:926 | ADD | +$60.5M | +113,417 | $45.7M | $106M | 102,920 | 216,337 |
Flags: no row carries a flag.
1–20 of the 100 changes on this page
Holdings without a security ID are counted, not compared. Method ↗
Reported positions — 2026-03-31
79 positionsViewThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
| This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Wt |
|---|---|---|---|---|---|
| — | COTERRA ENERGY INC · COM CUSIP 127097103 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $257M | 7,301,691 | 5.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | OVINTIV INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $254M | 4,283,314 | 4.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DARLING INGREDIENTS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $206M | 3,324,523 | 4.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SUNCOR ENERGY INC NEW · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $205M | 3,103,851 | 4.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VISTRA CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $168M | 1,115,621 | 3.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BP PLC · SPONSORED ADR CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $166M | 3,541,397 | 3.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TARGA RES CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $163M | 648,440 | 3.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BUNGE GLOBAL SA · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $142M | 1,118,543 | 2.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SEMPRA · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $137M | 1,412,788 | 2.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PERMIAN RESOURCES CORP · CLASS A COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $131M | 6,148,515 | 2.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CHENIERE ENERGY INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $130M | 459,471 | 2.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NRG ENERGY INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $130M | 890,906 | 2.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CENTERPOINT ENERGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $127M | 2,952,405 | 2.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CENOVUS ENERGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $127M | 4,771,600 | 2.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ENTERGY CORP NEW · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $123M | 1,094,542 | 2.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | XCEL ENERGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $122M | 1,531,542 | 2.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WILLIAMS COS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $121M | 1,668,428 | 2.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DT MIDSTREAM INC · COMMON STOCK CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $112M | 835,006 | 2.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NVENT ELEC PLC · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $112M | 950,331 | 2.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HUBBELL INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $106M | 216,337 | 2.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PRIMORIS SVCS CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $96.5M | 674,839 | 1.9% | |
| — | TOTALENERGIES SE · ACT CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $86.4M | 949,800 | 1.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CORE NATURAL RESOURCES INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $76.1M | 726,634 | 1.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MARATHON PETE CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $75.8M | 310,500 | 1.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MASTEC INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $71.8M | 223,061 | 1.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CONOCOPHILLIPS · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $68.9M | 522,192 | 1.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EQT CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $68.1M | 1,069,850 | 1.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HF SINCLAIR CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $65.8M | 1,054,435 | 1.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VENTURE GLOBAL INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $65.5M | 4,154,300 | 1.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SENSATA TECHNOLOGIES HLDG PL · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $63.3M | 1,796,642 | 1.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FREEPORT MCMORAN INC · CL B CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $58.7M | 998,764 | 1.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TECHNIPFMC PLC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $57.8M | 836,283 | 1.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | IAMGOLD CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $55.6M | 2,953,542 | 1.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LYONDELLBASELL INDUSTRIES NV · SHS - A - CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $52.7M | 654,687 | 1.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DIAMONDBACK ENERGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $52.6M | 266,065 | 1.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | QNITY ELECTRONICS INC · COMMON STOCK CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $50.0M | 433,284 | 1.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NUCOR CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $49.6M | 293,114 | 1.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SOLSTICE ADVANCED MATLS INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $48.9M | 642,451 | 0.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EXPAND ENERGY CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $47.4M | 431,690 | 0.9% | |
| — | BKV CORP · COM CUSIP 05603J108 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $47.0M | 1,646,773 | 0.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | RALLIANT CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $46.3M | 1,112,250 | 0.9% | |
| — | SELECT WATER SOLUTIONS INC · CL A COM CUSIP 81617J301 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $44.2M | 2,889,000 | 0.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LEGENCE CORP · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $41.0M | 726,336 | 0.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ANTERO RESOURCES CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $40.4M | 951,200 | 0.8% | |
| — | CENTERRA GOLD INC · COM CUSIP 152006102 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $40.1M | 2,264,523 | 0.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EXXON MOBIL CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $39.6M | 233,262 | 0.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CUMMINS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $39.6M | 73,528 | 0.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SEADRILL LTD · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $39.5M | 867,338 | 0.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NOBLE CORP PLC · ORD SHS A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $38.2M | 779,215 | 0.7% | |
| — | JAMES HARDIE INDS PLC · ORD SHS CUSIP G4253H101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $37.1M | 1,957,830 | 0.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FRANCO NEV CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $35.6M | 144,000 | 0.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CRH PLC · ORD CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $35.5M | 338,119 | 0.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PATTERSON-UTI ENERGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $32.5M | 3,003,324 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COMFORT SYS USA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $30.8M | 22,351 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CENTURY ALUM CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $30.2M | 514,800 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LIBERTY ENERGY INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $29.7M | 1,031,575 | 0.6% | |
| — | ARIS MINING CORPORATION · COM CUSIP 04040Y109 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $25.9M | 1,396,396 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WESTLAKE CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $25.7M | 219,900 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CAMECO CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $25.4M | 233,810 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LINCOLN ELEC HLDGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $23.3M | 93,508 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PAR PAC HOLDINGS INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $23.1M | 369,465 | 0.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | OLIN CORP · COM PAR $1 CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $18.5M | 623,377 | 0.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NEXTPOWER INC · CLASS A COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $16.1M | 133,207 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PHILLIPS 66 · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $15.0M | 82,300 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DENISON MINES CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $14.9M | 4,208,160 | 0.3% | |
| — | STANDARD LITHIUM LTD · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $13.5M | 3,972,396 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ATMOS ENERGY CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $13.2M | 71,509 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BAKER HUGHES COMPANY · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $10.6M | 173,400 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ENERGY TRANSFER L P · COM UT LTD PTN CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $10.0M | 516,200 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FLOWSERVE CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.5M | 75,100 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HUT 8 CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $5.4M | 114,909 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CELANESE CORP DEL · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $4.9M | 74,600 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DUPONT DE NEMOURS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $3.9M | 85,460 | 0.1% | |
| — | TAMBORAN RES CORP · COM CUSIP 87507T101 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $3.4M | 68,879 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GENERAL MTRS CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $2.0M | 26,628 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALBEMARLE CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.7M | 9,640 | 0.0% | |
| — | ARCELORMITTAL SA LUXEMBOURG · NY REGISTRY SH CUSIP 03938L203 quarter ended 2026-03-31 filed filed 2026-05-15 +45d ticker not yet mapped | $1.4M | 28,173 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GARRETT MOTION INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $1.4M | 78,363 | 0.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TERAWULF INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-15 +45d | $518K | 35,912 | 0.0% |
1–20 of 79 positions
1–79 of 79 positions · page 1 of 1
One line per issuer, largest first — open a line for its reported rows. Grouping ↗
Book shape
Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.- 66.7%below median 80.0%
- integer Herfindahl–Hirschman index in basis points over disclosed position values
- 229 bpsbelow median 446 bps
- holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero
- 79 / 79median book 97.5 positions
100 quarter-over-quarter rows
Filing history
| Period | Source |
|---|---|
| 2026-03-31 | EDGAR ↗ |
Complete source filings on SEC EDGAR
The filing on EDGAR is the record, including any filed after this build.
Open Merewether Investment Management, LP's 13F filings on SEC EDGAR ↗A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.
Affiliated managers may report the same position, so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice.