Stock Taper 
MEREWETHER INVESTMENT MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Marathon Petroleum Corporation | MPC | 288.59K | $73.78M |
 Tamboran Resources Corp | TBN | 294.48K | $9.57M |
 Exxon Mobil Corporation | XOM | 302.66K | $41.38M |
 Freeport-McMoRan Inc. | FCX | 374.29K | $23.54M |
 Cheniere Energy, Inc. | LNG | 377.4K | $90.2M |
 ArcelorMittal S.A. | MT | 391.41K | $23.56M |
 Black Hills Corporation | BKH | 455.33K | $33.88M |
 ConocoPhillips | COP | 459.83K | $47.8M |
 Targa Resources Corp. | TRGP | 502.93K | $134.86M |
 HF Sinclair Corporation | DINO | 504.85K | $35.16M |
 Barrick Mining Corporation | B | 604.63K | $22.21M |
 CRH plc | CRH | 626.93K | $67.08M |
 Xcel Energy Inc. | XEL | 654.99K | $52.6M |
 nVent Electric plc | NVT | 677.86K | $114.97M |
 Core Natural Resources, Inc. | CNR | 687.47K | $55.01M |
 Century Aluminum Company | CENX | 693.54K | $31.91M |
 Weatherford International plc | WFRD | 699.41K | $57M |
 BorgWarner Inc. | BWA | 801.6K | $53.23M |
 Energy Transfer LP | ET | 835.8K | $15.98M |
 Legence Corp. Class A Common stock | LGN | 852.66K | $72.67M |