MEREWETHER INVESTMENT MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PR | 6.15M | $131.09M |
 | CVE | 4.77M | $126.59M |
 | OVV | 4.28M | $254.26M |
 | VG | 4.15M | $65.47M |
 | BP | 3.54M | $166.45M |
 | DAR | 3.32M | $205.62M |
 | SU | 3.10M | $205.23M |
 | PTEN | 3.00M | $32.53M |
 | IAG | 2.95M | $55.59M |
 | CNP | 2.95M | $127.43M |
 | WTTR | 2.89M | $44.20M |
 | CGAU | 2.26M | $40.15M |
 | JHX | 1.96M | $37.08M |
 | ST | 1.80M | $63.28M |
 | WMB | 1.67M | $121.43M |
 | BKV | 1.65M | $46.97M |
 | XEL | 1.53M | $121.67M |
 | SRE | 1.41M | $137.28M |
 | BG | 1.12M | $142.28M |
 | VST | 1.12M | $167.71M |
Permian Resources Corporation
PR
Shares Held
6.15M
Value
$131.09M
Cenovus Energy Inc.
CVE
Shares Held
4.77M
Value
$126.59M
Ovintiv Inc.
OVV
Shares Held
4.28M
Value
$254.26M
Venture Global, Inc.
VG
Shares Held
4.15M
Value
$65.47M
BP p.l.c.
BP
Shares Held
3.54M
Value
$166.45M
Darling Ingredients Inc.
DAR
Shares Held
3.32M
Value
$205.62M
Suncor Energy Inc.
SU
Shares Held
3.10M
Value
$205.23M
Patterson-UTI Energy, Inc.
PTEN
Shares Held
3.00M
Value
$32.53M
Iamgold Corporation
IAG
Shares Held
2.95M
Value
$55.59M
CenterPoint Energy, Inc.
CNP
Shares Held
2.95M
Value
$127.43M
Select Water Solutions, Inc.
WTTR
Shares Held
2.89M
Value
$44.20M
Centerra Gold Inc.
CGAU
Shares Held
2.26M
Value
$40.15M
James Hardie Industries plc
JHX
Shares Held
1.96M
Value
$37.08M
Sensata Technologies Holding plc
ST
Shares Held
1.80M
Value
$63.28M
The Williams Companies, Inc.
WMB
Shares Held
1.67M
Value
$121.43M
BKV Corporation
BKV
Shares Held
1.65M
Value
$46.97M
Xcel Energy Inc.
XEL
Shares Held
1.53M
Value
$121.67M
Sempra
SRE
Shares Held
1.41M
Value
$137.28M
Bunge Global S.A.
BG
Shares Held
1.12M
Value
$142.28M
Vistra Corp.
VST
Shares Held
1.12M
Value
$167.71M