Stock Taper

MEREWETHER INVESTMENT MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
EagleRock Land LLCEROK873.24K$18.56M
Seadrill LimitedSDRL886.75K$33.54M
Solstice Advanced Materials Inc.SOLS910.39K$80.66M
DT Midstream, Inc.DTM946.02K$138.82M
Bunge Global S.A.BG965.79K$103.08M
Phillips 66PSX967.35K$163.53M
Tenaris S.A.TS1.13M$62.74M
Vistra Corp.VST1.27M$200.74M
TechnipFMC plcFTI1.3M$85.94M
Sensata Technologies Holding plcST1.32M$62.91M
Cipher Mining Inc.CIFR1.37M$33.6M
Alliant Energy CorporationLNT1.41M$107.78M
Ralliant CorpRAL1.53M$112.37M
Lithium Argentina AGLAR1.54M$12.74M
EQT CorporationEQT1.58M$83.87M
Entergy CorporationETR1.79M$205.32M
INNIO N.V. Ordinary SharesINIO1.79M$70.75M
BP p.l.c.BP1.84M$68.06M
Centerra Gold Inc.CGAU1.87M$29.68M
Madison Air Solutions CorporationMAIR1.94M$75.81M