Stock Taper 
MEREWETHER INVESTMENT MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MasTec, Inc. | MTZ | 190.24K | $79.15M |
 Liberty Energy Inc. | LBRT | 189.4K | $4.96M |
 Lincoln Electric Holdings, Inc. | LECO | 189.33K | $50.27M |
 Franco-Nevada Corporation | FNV | 167.71K | $34.96M |
 Talen Energy Corporation | TLN | 154.75K | $59.46M |
 Nucor Corporation | NUE | 129.79K | $28.91M |
 Ecolab Inc. | ECL | 118.3K | $32.96M |
 General Motors Company | GM | 104.72K | $8.07M |
 Atmos Energy Corporation | ATO | 73.12K | $12.6M |
 Westlake Corporation | WLK | 53.44K | $3.9M |
 Comfort Systems USA, Inc. | FIX | 36.66K | $72.66M |
 DuPont de Nemours, Inc. | DD | 28.36K | $3.85M |