MEREWETHER INVESTMENT MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PR | 6.26M | $87.87M |
 | OVV | 3.61M | $141.58M |
 | IAG | 3.34M | $55.01M |
 | SU | 3.28M | $145.48M |
 | CLF | 3.10M | $41.12M |
 | BP | 3.01M | $104.47M |
 | CNP | 2.90M | $111.07M |
 | WMB | 2.34M | $140.72M |
 | CGAU | 2.25M | $32.44M |
 | XEL | 2.17M | $160.11M |
 | WULF | 2.16M | $24.87M |
 | CVE | 2.08M | $35.14M |
 | CTRA | 2.07M | $54.57M |
 | FCX | 1.91M | $96.98M |
 | ETR | 1.80M | $166.09M |
 | GTX | 1.69M | $29.39M |
 | BKV | 1.68M | $45.51M |
 | SRE | 1.55M | $136.60M |
 | FTI | 1.51M | $67.34M |
 | CTRI | 1.34M | $33.94M |
Permian Resources Corporation
PR
Shares Held
6.26M
Value
$87.87M
Ovintiv Inc.
OVV
Shares Held
3.61M
Value
$141.58M
IAMGOLD Corporation
IAG
Shares Held
3.34M
Value
$55.01M
Suncor Energy Inc.
SU
Shares Held
3.28M
Value
$145.48M
Cleveland-Cliffs Inc.
CLF
Shares Held
3.10M
Value
$41.12M
BP p.l.c.
BP
Shares Held
3.01M
Value
$104.47M
CenterPoint Energy, Inc.
CNP
Shares Held
2.90M
Value
$111.07M
The Williams Companies, Inc.
WMB
Shares Held
2.34M
Value
$140.72M
Centerra Gold Inc.
CGAU
Shares Held
2.25M
Value
$32.44M
Xcel Energy Inc.
XEL
Shares Held
2.17M
Value
$160.11M
TeraWulf Inc.
WULF
Shares Held
2.16M
Value
$24.87M
Cenovus Energy Inc.
CVE
Shares Held
2.08M
Value
$35.14M
Coterra Energy Inc.
CTRA
Shares Held
2.07M
Value
$54.57M
Freeport-McMoRan Inc.
FCX
Shares Held
1.91M
Value
$96.98M
Entergy Corporation
ETR
Shares Held
1.80M
Value
$166.09M
Garrett Motion Inc.
GTX
Shares Held
1.69M
Value
$29.39M
BKV Corporation
BKV
Shares Held
1.68M
Value
$45.51M
Sempra
SRE
Shares Held
1.55M
Value
$136.60M
TechnipFMC plc
FTI
Shares Held
1.51M
Value
$67.34M
Centuri Holdings, Inc.
CTRI
Shares Held
1.34M
Value
$33.94M