Stock Taper 
MEREWETHER INVESTMENT MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 DuPont de Nemours, Inc. | DD | 28.36K | $3.85M |
 Comfort Systems USA, Inc. | FIX | 36.66K | $72.66M |
 Westlake Corporation | WLK | 53.44K | $3.9M |
 Atmos Energy Corporation | ATO | 73.12K | $12.6M |
 General Motors Company | GM | 104.72K | $8.07M |
 Ecolab Inc. | ECL | 118.3K | $32.96M |
 Nucor Corporation | NUE | 129.79K | $28.91M |
 Talen Energy Corporation | TLN | 154.75K | $59.46M |
 Franco-Nevada Corporation | FNV | 167.71K | $34.96M |
 Lincoln Electric Holdings, Inc. | LECO | 189.33K | $50.27M |
 Liberty Energy Inc. | LBRT | 189.4K | $4.96M |
 MasTec, Inc. | MTZ | 190.24K | $79.15M |
 Nextpower Inc. | NXT | 194.71K | $23.2M |
 Baker Hughes Company | BKR | 210.45K | $11.68M |
 Primoris Services Corporation | PRIM | 211.91K | $21M |
 X-Energy, Inc. Class A Common Stock | XE | 224.31K | $4.12M |
 WESCO International, Inc. | WCC | 233.42K | $80.63M |
 Hut 8 Corp. | HUT | 269.22K | $31.08M |
 Flex Ltd. | FLEX | 275.6K | $44.67M |
 Qnity Electronics, Inc. | Q | 283.82K | $46.35M |