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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
$4.71B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 93 项
建仓 26
增持 18
减持 30
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
WMB
WILLIAMS COS INC
+$140.7M
2,341,000
清仓
NI
NISOURCE INC
-$127.1M
0
-100%
清仓
BKR
BAKER HUGHES COMPANY
-$105.5M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
BP
BP PLC
+$104.5M
3,008,100
减持
EQT
EQT CORP
-$103.6M
845,286
-69%
建仓
PRIM
PRIMORIS SVCS CORP
+$97.0M
781,700
建仓
FCX
FREEPORT-MCMORAN INC
+$97.0M
1,909,400
减持
TLN
TALEN ENERGY CORP
-$93.6M
23,908
-90%
减持
CVE
CENOVUS ENERGY INC
-$86.1M
2,076,591
-71%
清仓
KMI
KINDER MORGAN INC DEL
-$78.3M
0
-100%
建仓
Q
QNITY ELECTRONICS INC
+$71.7M
878,048
增持
OVV
OVINTIV INC
+$71.0M
3,612,697
+107%
减持
MTZ
MASTEC INC
-$60.8M
569,140
-34%
增持
LNG
CHENIERE ENERGY INC
+$57.8M
348,600
+718%
建仓
CTRA
COTERRA ENERGY INC
+$54.6M
2,073,500
建仓
GM
GENERAL MTRS CO
+$51.5M
633,300
减持
VLO
VALERO ENERGY CORP
-$49.6M
359,131
-43%
减持
—
DUPONT DE NEMOURS INC
-$49.6M
1,246,796
-3%
清仓
RIOT
RIOT PLATFORMS INC
-$47.8M
0
-100%
增持
VST
VISTRA CORP
+$45.7M
397,322
+323%
增持
AA
ALCOA CORP
+$45.6M
882,200
+2253%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$41.1M
3,096,600
增持
FIX
COMFORT SYS USA INC
+$39.8M
46,349
+1012%
减持
HUBB
HUBBELL INC
-$39.5M
102,920
-48%
减持
SRE
SEMPRA
-$38.8M
1,547,132
-21%
清仓
CVX
CHEVRON CORP NEW
-$37.3M
0
-100%
减持
CMI
CUMMINS INC
-$37.0M
106,060
-51%
增持
NRG
NRG ENERGY INC
+$36.0M
765,626
+44%
清仓
DINO
HF SINCLAIR CORP
-$35.7M
0
-100%
减持
ETR
ENTERGY CORP NEW
-$34.1M
1,796,900
-16%
建仓
CTRI
CENTURI HOLDINGS INC
+$33.9M
1,344,000
建仓
NUE
NUCOR CORP
+$33.3M
203,900
建仓
CGAU
CENTERRA GOLD INC
+$32.4M
2,253,100
减持
—
NVENT ELECTRIC PLC
-$31.5M
1,335,574
-21%
增持
DAR
DARLING INGREDIENTS INC
+$31.0M
878,114
+4160%
建仓
—
SENSATA TECHNOLOGIES HLDG PL
+$30.1M
904,600
建仓
CNR
CORE NATURAL RESOURCES INC
+$30.0M
339,400
减持
B
BARRICK MNG CORP
-$28.8M
1,331,000
-50%
增持
ATO
ATMOS ENERGY CORP
+$27.5M
238,236
+227%
清仓
CMC
COMMERCIAL METALS CO
-$26.8M
0
-100%
增持
—
BUNGE GLOBAL SA
+$26.0M
1,132,700
+23%
建仓
PARR
PAR PAC HOLDINGS INC
+$25.8M
734,400
增持
BKV
BKV CORP
+$25.2M
1,676,217
+91%
减持
PR
PERMIAN RESOURCES CORP
-$25.2M
6,263,137
-29%
建仓
AR
ANTERO RESOURCES CORP
+$25.1M
727,700
建仓
WULF
TERAWULF INC
+$24.9M
2,164,500
清仓
ECG
EVERUS CONSTR GROUP
-$24.8M
0
-100%
增持
FANG
DIAMONDBACK ENERGY INC
+$23.4M
640,250
+26%
建仓
WHD
CACTUS INC
+$23.1M
504,900
建仓
LECO
LINCOLN ELEC HLDGS INC
+$22.7M
94,800
清仓
COPX
GLOBAL X FDS
-$22.7M
0
-100%
清仓
MOS
MOSAIC CO NEW
-$22.0M
0
-100%
减持
—
SCORPIO TANKERS INC
-$22.0M
323,861
-53%
建仓
—
TASEKO MINES LTD
+$20.8M
3,672,900
清仓
METC
RAMACO RES INC
-$18.6M
0
-100%
建仓
—
JAMES HARDIE INDS PLC
+$18.2M
876,600
建仓
HUT
HUT 8 CORP
+$18.1M
393,600
建仓
SLI
STANDARD LITHIUM LTD
+$18.0M
4,037,000
增持
XEL
XCEL ENERGY INC
+$17.8M
2,167,710
+23%
建仓
LBRT
LIBERTY ENERGY INC
+$17.6M
951,092
减持
STLD
STEEL DYNAMICS INC
-$17.4M
53,400
-72%
清仓
BTU
PEABODY ENERGY CORP
-$15.2M
0
-100%
减持
EXE
EXPAND ENERGY CORPORATION
-$14.5M
1,329,075
-12%
减持
VNOM
VIPER ENERGY INC
-$14.4M
318,082
-54%
增持
CNP
CENTERPOINT ENERGY INC
+$14.3M
2,897,000
+16%
清仓
—
FRONTLINE PLC
-$14.3M
0
-100%
增持
SLB
SLB LIMITED
+$14.2M
857,300
+58%
建仓
EGO
ELDORADO GOLD CORP NEW
+$14.1M
393,700
减持
SHEL
SHELL PLC
-$14.1M
539,421
-28%
清仓
CDE
COEUR MNG INC
-$13.6M
0
-100%
建仓
KEX
KIRBY CORP
+$13.5M
122,300
减持
NXT
NEXTPOWER INC
-$13.0M
88,975
-68%
增持
DTM
DT MIDSTREAM INC
+$11.7M
1,042,600
+4%
减持
GTX
GARRETT MOTION INC
-$11.2M
1,686,100
-43%
减持
IAG
IAMGOLD CORP
+$10.6M
3,335,790
-3%
清仓
—
BITDEER TECHNOLOGIES GROUP
-$10.3M
0
-100%
减持
AYI
ACUITY INC
-$8.9M
116,000
-21%
减持
ARIS
ARIS MNG CORP
+$8.7M
1,694,800
-11%
减持
LGN
LEGENCE CORP
+$8.6M
1,134,422
-13%
减持
SU
SUNCOR ENERGY INC NEW
-$8.5M
3,277,504
-11%
增持
WLK
WESTLAKE CORPORATION
+$8.0M
388,100
+45%
减持
VC
VISTEON CORP
-$8.0M
5,200
-93%
减持
FSLR
FIRST SOLAR INC
-$7.9M
325,100
-23%
清仓
HCC
WARRIOR MET COAL INC
-$6.9M
0
-100%
增持
GNRC
GENERAC HLDGS INC
+$6.7M
188,946
+66%
减持
—
TECHNIPFMC PLC
+$6.4M
1,511,128
-2%
增持
—
EXXON MOBIL CORP
+$6.2M
701,493
+1%
清仓
CNQ
CANADIAN NAT RES LTD
-$5.4M
0
-100%
减持
TRGP
TARGA RES CORP
+$4.6M
749,577
-6%
减持
DNN
DENISON MINES CORP
-$3.1M
5,903,300
-13%
清仓
SOC
SABLE OFFSHORE CORP
-$2.4M
0
-100%
建仓
TBN
TAMBORAN RES CORP
+$1.9M
70,000
清仓
ITRI
ITRON INC
-$632.1K
0
-100%
