MEREWETHER INVESTMENT MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NRG | 531K | $85.95M |
 | FANG | 509K | $72.80M |
 | CMC | 469K | $26.85M |
 | FSLR | 421K | $92.78M |
 | ECG | 290K | $24.84M |
 | NXT | 281K | $20.78M |
 | WLK | 268K | $20.68M |
 | TLN | 241K | $102.58M |
 | CVX | 240K | $37.27M |
 | CMI | 216K | $91.15M |
 | HUBB | 198K | $85.20M |
 | STLD | 190K | $26.46M |
 | CNQ | 168K | $5.38M |
 | AYI | 147K | $50.66M |
 | SOC | 139K | $2.42M |
 | GNRC | 114K | $19.05M |
 | HCC | 109K | $6.91M |
 | VST | 94K | $18.42M |
 | CCJ | 89K | $7.45M |
 | ATO | 73K | $12.45M |
NRG Energy, Inc.
NRG
Shares Held
531K
Value
$85.95M
Diamondback Energy, Inc.
FANG
Shares Held
509K
Value
$72.80M
Commercial Metals Company
CMC
Shares Held
469K
Value
$26.85M
First Solar, Inc.
FSLR
Shares Held
421K
Value
$92.78M
Everus Construction Group, Inc.
ECG
Shares Held
290K
Value
$24.84M
Nextpower Inc.
NXT
Shares Held
281K
Value
$20.78M
Westlake Corporation
WLK
Shares Held
268K
Value
$20.68M
Talen Energy Corporation
TLN
Shares Held
241K
Value
$102.58M
Chevron Corporation
CVX
Shares Held
240K
Value
$37.27M
Cummins Inc.
CMI
Shares Held
216K
Value
$91.15M
Hubbell Incorporated
HUBB
Shares Held
198K
Value
$85.20M
Steel Dynamics, Inc.
STLD
Shares Held
190K
Value
$26.46M
Canadian Natural Resources Limited
CNQ
Shares Held
168K
Value
$5.38M
Acuity Brands, Inc.
AYI
Shares Held
147K
Value
$50.66M
Sable Offshore Corp.
SOC
Shares Held
139K
Value
$2.42M
Generac Holdings Inc.
GNRC
Shares Held
114K
Value
$19.05M
Warrior Met Coal, Inc.
HCC
Shares Held
109K
Value
$6.91M
Vistra Corp.
VST
Shares Held
94K
Value
$18.42M
Cameco Corporation
CCJ
Shares Held
89K
Value
$7.45M
Atmos Energy Corporation
ATO
Shares Held
73K
Value
$12.45M