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Merewether Investment Management, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Merewether Investment Management, LP

报告期 2026-03-31 · CIK 0001736852

持仓数

79

前50大市值合计

$4.71B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

CTRA COTERRA ENERGY INC

COM

$256.6M

7,301,691

5.5%

OVV OVINTIV INC

COM

$254.3M

4,283,314

5.4%

DAR DARLING INGREDIENTS INC

COM

$205.6M

3,324,523

4.4%

SU SUNCOR ENERGY INC NEW

COM

$205.2M

3,103,851

4.4%

VST VISTRA CORP

COM

$167.7M

1,115,621

3.6%

BP BP PLC

SPONSORED ADR

$166.4M

3,541,397

3.5%

TRGP TARGA RES CORP

COM

$162.6M

648,440

3.5%

— BUNGE GLOBAL SA

COM SHS

$142.3M

1,118,543

3.0%

SRE SEMPRA

COM

$137.3M

1,412,788

2.9%

PR PERMIAN RESOURCES CORP

CLASS A COM

$131.1M

6,148,515

2.8%

LNG CHENIERE ENERGY INC

COM NEW

$130.4M

459,471

2.8%

NRG NRG ENERGY INC

COM NEW

$130.2M

890,906

2.8%

CNP CENTERPOINT ENERGY INC

COM

$127.4M

2,952,405

2.7%

CVE CENOVUS ENERGY INC

COM

$126.6M

4,771,600

2.7%

ETR ENTERGY CORP NEW

COM

$123.0M

1,094,542

2.6%

XEL XCEL ENERGY INC

COM

$121.7M

1,531,542

2.6%

WMB WILLIAMS COS INC

COM

$121.4M

1,668,428

2.6%

DTM DT MIDSTREAM INC

COMMON STOCK

$112.5M

835,006

2.4%

— NVENT ELEC PLC

SHS

$112.4M

950,331

2.4%

HUBB HUBBELL INC

COM

$106.2M

216,337

2.3%

PRIM PRIMORIS SVCS CORP

COM

$96.5M

674,839

2.1%

— TOTALENERGIES SE

ACT

$86.4M

949,800

1.8%

CNR CORE NATURAL RESOURCES INC

COM SHS

$76.1M

726,634

1.6%

MPC MARATHON PETE CORP

COM

$75.8M

310,500

1.6%

MTZ MASTEC INC

COM

$71.8M

223,061

1.5%

COP CONOCOPHILLIPS

COM

$68.9M

522,192

1.5%

EQT EQT CORP

COM

$68.1M

1,069,850

1.4%

DINO HF SINCLAIR CORP

COM

$65.8M

1,054,435

1.4%

VG VENTURE GLOBAL INC

COM CL A

$65.5M

4,154,300

1.4%

— SENSATA TECHNOLOGIES HLDG PL

SHS

$63.3M

1,796,642

1.3%

FCX FREEPORT MCMORAN INC

CL B

$58.7M

998,764

1.2%

— TECHNIPFMC PLC

COM

$57.8M

836,283

1.2%

IAG IAMGOLD CORP

COM

$55.6M

2,953,542

1.2%

— LYONDELLBASELL INDUSTRIES NV

SHS - A -

$52.7M

654,687

1.1%

FANG DIAMONDBACK ENERGY INC

COM

$52.6M

266,065

1.1%

Q QNITY ELECTRONICS INC

COMMON STOCK

$50.0M

433,284

1.1%

NUE NUCOR CORP

COM

$49.6M

293,114

1.1%

SOLS SOLSTICE ADVANCED MATLS INC

COM SHS

$48.9M

642,451

1.0%

EXE EXPAND ENERGY CORPORATION

COM

$47.4M

431,690

1.0%

BKV BKV CORP

COM

$47.0M

1,646,773

1.0%

RAL RALLIANT CORP

COM

$46.3M

1,112,250

1.0%

WTTR SELECT WATER SOLUTIONS INC

CL A COM

$44.2M

2,889,000

0.9%

LGN LEGENCE CORP

CL A

$41.0M

726,336

0.9%

AR ANTERO RESOURCES CORP

COM

$40.4M

951,200

0.9%

CGAU CENTERRA GOLD INC

COM

$40.1M

2,264,523

0.9%

— EXXON MOBIL CORP

COM

$39.6M

233,262

0.8%

CMI CUMMINS INC

COM

$39.6M

73,528

0.8%

— SEADRILL LTD

COM

$39.5M

867,338

0.8%

— NOBLE CORP PLC

ORD SHS A

$38.2M

779,215

0.8%

— JAMES HARDIE INDS PLC

ORD SHS

$37.1M

1,957,830

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

27%前 6 大占比

CTRA5.5%OVV5.4%DAR4.4%SU4.4%VST3.6%BP3.5%