Stock Taper 
MEREWETHER INVESTMENT MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CRH plc | CRH | 626.93K | $67.08M |
 Barrick Mining Corporation | B | 604.63K | $22.21M |
 HF Sinclair Corporation | DINO | 504.85K | $35.16M |
 Targa Resources Corp. | TRGP | 502.93K | $134.86M |
 ConocoPhillips | COP | 459.83K | $47.8M |
 Black Hills Corporation | BKH | 455.33K | $33.88M |
 ArcelorMittal S.A. | MT | 391.41K | $23.56M |
 Cheniere Energy, Inc. | LNG | 377.4K | $90.2M |
 Freeport-McMoRan Inc. | FCX | 374.29K | $23.54M |
 Exxon Mobil Corporation | XOM | 302.66K | $41.38M |
 Tamboran Resources Corp | TBN | 294.48K | $9.57M |
 Marathon Petroleum Corporation | MPC | 288.59K | $73.78M |
 Qnity Electronics, Inc. | Q | 283.82K | $46.35M |
 Flex Ltd. | FLEX | 275.6K | $44.67M |
 Hut 8 Corp. | HUT | 269.22K | $31.08M |
 WESCO International, Inc. | WCC | 233.42K | $80.63M |
 X-Energy, Inc. Class A Common Stock | XE | 224.31K | $4.12M |
 Primoris Services Corporation | PRIM | 211.91K | $21M |
 Baker Hughes Company | BKR | 210.45K | $11.68M |
 Nextpower Inc. | NXT | 194.71K | $23.2M |