Merewether Investment Management, LP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| WILLIAMS COS INC | 0 | 2,341,000 | +2,341,000 | 0 | 140,717,510 | +140,717,510 |
| BP PLC | 0 | 3,008,100 | +3,008,100 | 0 | 104,471,313 | +104,471,313 |
| PRIMORIS SVCS CORP | 0 | 781,700 | +781,700 | 0 | 97,040,238 | +97,040,238 |
| FREEPORT-MCMORAN INC | 0 | 1,909,400 | +1,909,400 | 0 | 96,978,426 | +96,978,426 |
| QNITY ELECTRONICS INC | 0 | 878,048 | +878,048 | 0 | 71,692,619 | +71,692,619 |
| OVINTIV INC | 0 | 3,612,697 | +3,612,697 | 0 | 141,581,595 | +141,581,595 |
| CHENIERE ENERGY INC | 0 | 348,600 | +348,600 | 0 | 67,764,354 | +67,764,354 |
| COTERRA ENERGY INC | 0 | 2,073,500 | +2,073,500 | 0 | 54,574,520 | +54,574,520 |
| GENERAL MTRS CO | 0 | 633,300 | +633,300 | 0 | 51,499,956 | +51,499,956 |
| VISTRA CORP | 0 | 397,322 | +397,322 | 0 | 64,099,958 | +64,099,958 |
| ALCOA CORP | 0 | 882,200 | +882,200 | 0 | 46,880,108 | +46,880,108 |
| CLEVELAND-CLIFFS INC NEW | 0 | 3,096,600 | +3,096,600 | 0 | 41,122,848 | +41,122,848 |
| COMFORT SYS USA INC | 0 | 46,349 | +46,349 | 0 | 43,257,058 | +43,257,058 |
| NRG ENERGY INC | 0 | 765,626 | +765,626 | 0 | 121,918,284 | +121,918,284 |
| CENTURI HOLDINGS INC | 0 | 1,344,000 | +1,344,000 | 0 | 33,936,000 | +33,936,000 |
| NUCOR CORP | 0 | 203,900 | +203,900 | 0 | 33,258,129 | +33,258,129 |
| CENTERRA GOLD INC | 0 | 2,253,100 | +2,253,100 | 0 | 32,439,255 | +32,439,255 |
| DARLING INGREDIENTS INC | 0 | 878,114 | +878,114 | 0 | 31,612,104 | +31,612,104 |
| SENSATA TECHNOLOGIES HLDG PL | 0 | 904,600 | +904,600 | 0 | 30,114,134 | +30,114,134 |
| CORE NATURAL RESOURCES INC | 0 | 339,400 | +339,400 | 0 | 30,040,294 | +30,040,294 |
| ATMOS ENERGY CORP | 0 | 238,236 | +238,236 | 0 | 39,935,501 | +39,935,501 |
| BUNGE GLOBAL SA | 0 | 1,132,700 | +1,132,700 | 0 | 100,900,916 | +100,900,916 |
| PAR PAC HOLDINGS INC | 0 | 734,400 | +734,400 | 0 | 25,806,816 | +25,806,816 |
| BKV CORP | 0 | 1,676,217 | +1,676,217 | 0 | 45,509,292 | +45,509,292 |
| ANTERO RESOURCES CORP | 0 | 727,700 | +727,700 | 0 | 25,076,542 | +25,076,542 |
| TERAWULF INC | 0 | 2,164,500 | +2,164,500 | 0 | 24,870,105 | +24,870,105 |
| DIAMONDBACK ENERGY INC | 0 | 640,250 | +640,250 | 0 | 96,248,783 | +96,248,783 |
| CACTUS INC | 0 | 504,900 | +504,900 | 0 | 23,063,832 | +23,063,832 |
| LINCOLN ELEC HLDGS INC | 0 | 94,800 | +94,800 | 0 | 22,717,872 | +22,717,872 |
| TASEKO MINES LTD | 0 | 3,672,900 | +3,672,900 | 0 | 20,788,614 | +20,788,614 |
| JAMES HARDIE INDS PLC | 0 | 876,600 | +876,600 | 0 | 18,189,450 | +18,189,450 |
| HUT 8 CORP | 0 | 393,600 | +393,600 | 0 | 18,081,984 | +18,081,984 |
| STANDARD LITHIUM LTD | 0 | 4,037,000 | +4,037,000 | 0 | 18,045,390 | +18,045,390 |
| XCEL ENERGY INC | 0 | 2,167,710 | +2,167,710 | 0 | 160,107,061 | +160,107,061 |
| LIBERTY ENERGY INC | 0 | 951,092 | +951,092 | 0 | 17,557,158 | +17,557,158 |
| CENTERPOINT ENERGY INC | 0 | 2,897,000 | +2,897,000 | 0 | 111,070,980 | +111,070,980 |
| SLB LIMITED | 0 | 857,300 | +857,300 | 0 | 32,903,174 | +32,903,174 |
| ELDORADO GOLD CORP NEW | 0 | 393,700 | +393,700 | 0 | 14,141,704 | +14,141,704 |
| KIRBY CORP | 0 | 122,300 | +122,300 | 0 | 13,475,014 | +13,475,014 |
| DT MIDSTREAM INC | 0 | 1,042,600 | +1,042,600 | 0 | 124,778,368 | +124,778,368 |
| IAMGOLD CORP | 0 | 3,335,790 | +3,335,790 | 0 | 55,007,177 | +55,007,177 |
| ARIS MNG CORP | 0 | 1,694,800 | +1,694,800 | 0 | 27,488,249 | +27,488,249 |
| LEGENCE CORP | 0 | 1,134,422 | +1,134,422 | 0 | 48,825,523 | +48,825,523 |
| WESTLAKE CORPORATION | 0 | 388,100 | +388,100 | 0 | 28,696,114 | +28,696,114 |
| GENERAC HLDGS INC | 0 | 188,946 | +188,946 | 0 | 25,766,566 | +25,766,566 |
| TECHNIPFMC PLC | 0 | 1,511,128 | +1,511,128 | 0 | 67,335,864 | +67,335,864 |
| EXXON MOBIL CORP | 0 | 701,493 | +701,493 | 0 | 84,417,668 | +84,417,668 |
| TARGA RES CORP | 0 | 749,577 | +749,577 | 0 | 138,296,957 | +138,296,957 |
| TAMBORAN RES CORP | 0 | 70,000 | +70,000 | 0 | 1,906,100 | +1,906,100 |
| CAMECO CORP | 0 | 88,854 | +88,854 | 0 | 8,129,252 | +8,129,252 |
| AUTOLIV INC | 0 | 6,400 | +6,400 | 0 | 759,680 | +759,680 |
| ITRON INC | 0 | 0 | 0 | 0 | 0 | 0 |
| SABLE OFFSHORE CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| DENISON MINES CORP | 0 | 5,903,300 | +5,903,300 | 0 | 15,702,778 | +15,702,778 |
| WATERBRIDGE INFRASTRUCTURE L | 0 | 870,400 | +870,400 | 0 | 17,416,704 | +17,416,704 |
| CANADIAN NAT RES LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| WARRIOR MET COAL INC | 0 | 0 | 0 | 0 | 0 | 0 |
| FIRST SOLAR INC | 0 | 325,100 | +325,100 | 0 | 84,925,873 | +84,925,873 |
| VISTEON CORP | 0 | 5,200 | +5,200 | 0 | 494,520 | +494,520 |
| SUNCOR ENERGY INC NEW | 0 | 3,277,504 | +3,277,504 | 0 | 145,481,106 | +145,481,106 |
| ACUITY INC | 0 | 116,000 | +116,000 | 0 | 41,764,640 | +41,764,640 |
| BITDEER TECHNOLOGIES GROUP | 0 | 0 | 0 | 0 | 0 | 0 |
| GARRETT MOTION INC | 0 | 1,686,100 | +1,686,100 | 0 | 29,388,723 | +29,388,723 |
| NEXTPOWER INC | 0 | 88,975 | +88,975 | 0 | 7,750,612 | +7,750,612 |
| COEUR MNG INC | 0 | 0 | 0 | 0 | 0 | 0 |
| SHELL PLC | 0 | 539,421 | +539,421 | 0 | 39,636,655 | +39,636,655 |
| FRONTLINE PLC | 0 | 0 | 0 | 0 | 0 | 0 |
| VIPER ENERGY INC | 0 | 318,082 | +318,082 | 0 | 12,287,508 | +12,287,508 |
| EXPAND ENERGY CORPORATION | 0 | 1,329,075 | +1,329,075 | 0 | 146,676,717 | +146,676,717 |
| PEABODY ENERGY CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| STEEL DYNAMICS INC | 0 | 53,400 | +53,400 | 0 | 9,048,630 | +9,048,630 |
| RAMACO RES INC | 0 | 0 | 0 | 0 | 0 | 0 |
| SCORPIO TANKERS INC | 0 | 323,861 | +323,861 | 0 | 16,461,855 | +16,461,855 |
| MOSAIC CO NEW | 0 | 0 | 0 | 0 | 0 | 0 |
| GLOBAL X FDS | 0 | 0 | 0 | 0 | 0 | 0 |
| EVERUS CONSTR GROUP | 0 | 0 | 0 | 0 | 0 | 0 |
| PERMIAN RESOURCES CORP | 0 | 6,263,137 | +6,263,137 | 0 | 87,871,812 | +87,871,812 |
| COMMERCIAL METALS CO | 0 | 0 | 0 | 0 | 0 | 0 |
| BARRICK MNG CORP | 0 | 1,331,000 | +1,331,000 | 0 | 57,965,050 | +57,965,050 |
| NVENT ELECTRIC PLC | 0 | 1,335,574 | +1,335,574 | 0 | 136,188,481 | +136,188,481 |
| ENTERGY CORP NEW | 0 | 1,796,900 | +1,796,900 | 0 | 166,087,467 | +166,087,467 |
| HF SINCLAIR CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| CUMMINS INC | 0 | 106,060 | +106,060 | 0 | 54,138,327 | +54,138,327 |
| CHEVRON CORP NEW | 0 | 0 | 0 | 0 | 0 | 0 |
| SEMPRA | 0 | 1,547,132 | +1,547,132 | 0 | 136,596,284 | +136,596,284 |
| HUBBELL INC | 0 | 102,920 | +102,920 | 0 | 45,707,801 | +45,707,801 |
| RIOT PLATFORMS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| DUPONT DE NEMOURS INC | 0 | 1,246,796 | +1,246,796 | 0 | 50,121,199 | +50,121,199 |
| VALERO ENERGY CORP | 0 | 359,131 | +359,131 | 0 | 58,462,935 | +58,462,935 |
| MASTEC INC | 0 | 569,140 | +569,140 | 0 | 123,713,962 | +123,713,962 |
| KINDER MORGAN INC DEL | 0 | 0 | 0 | 0 | 0 | 0 |
| CENOVUS ENERGY INC | 0 | 2,076,591 | +2,076,591 | 0 | 35,135,920 | +35,135,920 |
| TALEN ENERGY CORP | 0 | 23,908 | +23,908 | 0 | 8,961,675 | +8,961,675 |
| EQT CORP | 0 | 845,286 | +845,286 | 0 | 45,307,330 | +45,307,330 |
| BAKER HUGHES COMPANY | 0 | 0 | 0 | 0 | 0 | 0 |
| NISOURCE INC | 0 | 0 | 0 | 0 | 0 | 0 |