MEREWETHER INVESTMENT MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DD | 1.28M | $99.69M |
 | DTM | 1.00M | $113.13M |
 | BG | 922K | $74.89M |
 | BKV | 877K | $20.27M |
 | WBI | 870K | $21.95M |
 | MTZ | 867K | $184.56M |
 | TRGP | 798K | $133.73M |
 | SHEL | 751K | $53.71M |
 | CDE | 726K | $13.61M |
 | VNOM | 698K | $26.66M |
 | XOM | 694K | $78.24M |
 | STNG | 686K | $38.47M |
 | DINO | 682K | $35.72M |
 | MOS | 635K | $22.01M |
 | VLO | 635K | $108.07M |
 | FRO | 627K | $14.28M |
 | BTDR | 602K | $10.28M |
 | BTU | 571K | $15.15M |
 | METC | 561K | $18.63M |
 | SLB | 543K | $18.67M |
DuPont de Nemours, Inc.
DD
Shares Held
1.28M
Value
$99.69M
DT Midstream, Inc.
DTM
Shares Held
1.00M
Value
$113.13M
Bunge Global S.A.
BG
Shares Held
922K
Value
$74.89M
BKV Corporation
BKV
Shares Held
877K
Value
$20.27M
WaterBridge Infrastructure LLC
WBI
Shares Held
870K
Value
$21.95M
MasTec, Inc.
MTZ
Shares Held
867K
Value
$184.56M
Targa Resources Corp.
TRGP
Shares Held
798K
Value
$133.73M
Shell plc
SHEL
Shares Held
751K
Value
$53.71M
Coeur Mining, Inc.
CDE
Shares Held
726K
Value
$13.61M
Viper Energy, Inc.
VNOM
Shares Held
698K
Value
$26.66M
Exxon Mobil Corporation
XOM
Shares Held
694K
Value
$78.24M
Scorpio Tankers Inc.
STNG
Shares Held
686K
Value
$38.47M
HF Sinclair Corporation
DINO
Shares Held
682K
Value
$35.72M
The Mosaic Company
MOS
Shares Held
635K
Value
$22.01M
Valero Energy Corporation
VLO
Shares Held
635K
Value
$108.07M
Frontline Ltd.
FRO
Shares Held
627K
Value
$14.28M
Bitdeer Technologies Group
BTDR
Shares Held
602K
Value
$10.28M
Peabody Energy Corporation
BTU
Shares Held
571K
Value
$15.15M
Ramaco Resources, Inc.
METC
Shares Held
561K
Value
$18.63M
SLB N.V.
SLB
Shares Held
543K
Value
$18.67M