Stock Taper 
MEREWETHER INVESTMENT MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alliant Energy Corporation | LNT | 1.41M | $107.78M |
 Cipher Mining Inc. | CIFR | 1.37M | $33.6M |
 Sensata Technologies Holding plc | ST | 1.32M | $62.91M |
 TechnipFMC plc | FTI | 1.3M | $85.94M |
 Vistra Corp. | VST | 1.27M | $200.74M |
 Tenaris S.A. | TS | 1.13M | $62.74M |
 Phillips 66 | PSX | 967.35K | $163.53M |
 Bunge Global S.A. | BG | 965.79K | $103.08M |
 DT Midstream, Inc. | DTM | 946.02K | $138.82M |
 Solstice Advanced Materials Inc. | SOLS | 910.39K | $80.66M |
 Seadrill Limited | SDRL | 886.75K | $33.54M |
 EagleRock Land LLC | EROK | 873.24K | $18.56M |
 Legence Corp. Class A Common stock | LGN | 852.66K | $72.67M |
 Energy Transfer LP | ET | 835.8K | $15.98M |
 BorgWarner Inc. | BWA | 801.6K | $53.23M |
 Weatherford International plc | WFRD | 699.41K | $57M |
 Century Aluminum Company | CENX | 693.54K | $31.91M |
 Core Natural Resources, Inc. | CNR | 687.47K | $55.01M |
 nVent Electric plc | NVT | 677.86K | $114.97M |
 Xcel Energy Inc. | XEL | 654.99K | $52.6M |