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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 100 项
建仓 23
增持 20
减持 36
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
CTRA
COTERRA ENERGY INC
+$202.0M
7,301,691
+252%
增持
DAR
DARLING INGREDIENTS INC
+$174.0M
3,324,523
+279%
增持
OVV
OVINTIV INC
+$112.7M
4,283,314
+19%
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。
增持
VST
VISTRA CORP
+$103.6M
1,115,621
+181%
减持
EXE
EXPAND ENERGY CORPORATION
-$99.3M
431,690
-68%
增持
CVE
CENOVUS ENERGY INC
+$91.5M
4,771,600
+130%
建仓
—
TOTALENERGIES SE
+$86.4M
949,800
清仓
FSLR
FIRST SOLAR INC
-$84.9M
0
-100%
建仓
MPC
MARATHON PETE CORP
+$75.8M
310,500
建仓
COP
CONOCOPHILLIPS
+$68.9M
522,192
建仓
DINO
HF SINCLAIR CORP
+$65.8M
1,054,435
建仓
VG
VENTURE GLOBAL INC
+$65.5M
4,154,300
增持
LNG
CHENIERE ENERGY INC
+$62.6M
459,471
+32%
增持
BP
BP PLC
+$62.0M
3,541,397
+18%
增持
HUBB
HUBBELL INC
+$60.5M
216,337
+110%
减持
SU
SUNCOR ENERGY INC NEW
+$59.7M
3,103,851
-5%
清仓
VLO
VALERO ENERGY CORP
-$58.5M
0
-100%
清仓
B
BARRICK MNG CORP
-$58.0M
0
-100%
建仓
—
LYONDELLBASELL INDUSTRIES NV
+$52.7M
654,687
减持
MTZ
MASTEC INC
-$51.9M
223,061
-61%
减持
GM
GENERAL MTRS CO
-$49.5M
26,628
-96%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$48.9M
642,451
清仓
AA
ALCOA CORP
-$46.9M
0
-100%
建仓
RAL
RALLIANT CORP
+$46.3M
1,112,250
减持
—
DUPONT DE NEMOURS INC
-$46.2M
85,460
-93%
增持
CNR
CORE NATURAL RESOURCES INC
+$46.1M
726,634
+114%
减持
—
EXXON MOBIL CORP
-$44.8M
233,262
-67%
建仓
WTTR
SELECT WATER SOLUTIONS INC
+$44.2M
2,889,000
减持
FANG
DIAMONDBACK ENERGY INC
-$43.6M
266,065
-58%
减持
PR
PERMIAN RESOURCES CORP
+$43.2M
6,148,515
-2%
减持
ETR
ENTERGY CORP NEW
-$43.1M
1,094,542
-39%
清仓
AYI
ACUITY INC
-$41.8M
0
-100%
减持
—
BUNGE GLOBAL SA
+$41.4M
1,118,543
-1%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$41.1M
0
-100%
清仓
SHEL
SHELL PLC
-$39.6M
0
-100%
建仓
—
SEADRILL LTD
+$39.5M
867,338
减持
XEL
XCEL ENERGY INC
-$38.4M
1,531,542
-29%
减持
FCX
FREEPORT MCMORAN INC
-$38.3M
998,764
-48%
建仓
—
NOBLE CORP PLC
+$38.2M
779,215
建仓
FNV
FRANCO NEV CORP
+$35.6M
144,000
建仓
—
CRH PLC
+$35.5M
338,119
清仓
CTRI
CENTURI HOLDINGS INC
-$33.9M
0
-100%
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$33.2M
1,796,642
+99%
清仓
SLB
SLB LIMITED
-$32.9M
0
-100%
建仓
PTEN
PATTERSON-UTI ENERGY INC
+$32.5M
3,003,324
建仓
CENX
CENTURY ALUM CO
+$30.2M
514,800
减持
GTX
GARRETT MOTION INC
-$28.0M
78,363
-95%
减持
ATO
ATMOS ENERGY CORP
-$26.7M
71,509
-70%
清仓
GNRC
GENERAC HLDGS INC
-$25.8M
0
-100%
减持
WULF
TERAWULF INC
-$24.4M
35,912
-98%
减持
TRGP
TARGA RES CORP
+$24.3M
648,440
-13%
减持
—
NVENT ELEC PLC
-$23.8M
950,331
-29%
清仓
WHD
CACTUS INC
-$23.1M
0
-100%
增持
EQT
EQT CORP
+$22.8M
1,069,850
+27%
减持
Q
QNITY ELECTRONICS INC
-$21.7M
433,284
-51%
清仓
—
TASEKO MINES LTD
-$20.8M
0
-100%
减持
WMB
WILLIAMS COS INC
-$19.3M
1,668,428
-29%
增持
—
JAMES HARDIE INDS PLC
+$18.9M
1,957,830
+123%
建仓
OLN
OLIN CORP
+$18.5M
623,377
清仓
WBI
WATERBRIDGE INFRASTRUCTURE L
-$17.4M
0
-100%
增持
CCJ
CAMECO CORP
+$17.3M
233,810
+163%
清仓
—
SCORPIO TANKERS INC
-$16.5M
0
-100%
增持
CNP
CENTERPOINT ENERGY INC
+$16.4M
2,952,405
+2%
增持
NUE
NUCOR CORP
+$16.3M
293,114
+44%
增持
AR
ANTERO RESOURCES CORP
+$15.3M
951,200
+31%
建仓
PSX
PHILLIPS 66
+$15.0M
82,300
减持
CMI
CUMMINS INC
-$14.6M
73,528
-31%
清仓
EGO
ELDORADO GOLD CORP NEW
-$14.1M
0
-100%
清仓
KEX
KIRBY CORP
-$13.5M
0
-100%
减持
HUT
HUT 8 CORP
-$12.7M
114,909
-71%
减持
FIX
COMFORT SYS USA INC
-$12.4M
22,351
-52%
减持
DTM
DT MIDSTREAM INC
-$12.3M
835,006
-20%
清仓
VNOM
VIPER ENERGY INC
-$12.3M
0
-100%
增持
LBRT
LIBERTY ENERGY INC
+$12.2M
1,031,575
+8%
建仓
BKR
BAKER HUGHES COMPANY
+$10.6M
173,400
建仓
ET
ENERGY TRANSFER L P
+$10.0M
516,200
减持
—
TECHNIPFMC PLC
-$9.5M
836,283
-45%
清仓
STLD
STEEL DYNAMICS INC
-$9.0M
0
-100%
清仓
TLN
TALEN ENERGY CORP
-$9.0M
0
-100%
增持
NXT
NEXTPOWER INC
+$8.3M
133,207
+50%
增持
NRG
NRG ENERGY INC
+$8.3M
890,906
+16%
减持
LGN
LEGENCE CORP
-$7.8M
726,336
-36%
增持
CGAU
CENTERRA GOLD INC
+$7.7M
2,264,523
+1%
建仓
FLS
FLOWSERVE CORP
+$5.5M
75,100
建仓
CE
CELANESE CORP DEL
+$4.9M
74,600
减持
SLI
STANDARD LITHIUM LTD
-$4.5M
3,972,396
-2%
减持
WLK
WESTLAKE CORPORATION
-$3.0M
219,900
-43%
减持
PARR
PAR PAC HOLDINGS INC
-$2.7M
369,465
-50%
建仓
ALB
ALBEMARLE CORP
+$1.7M
9,640
减持
ARIS
ARIS MINING CORPORATION
-$1.6M
1,396,396
-18%
减持
TBN
TAMBORAN RES CORP
+$1.5M
68,879
-2%
减持
BKV
BKV CORP
+$1.5M
1,646,773
-2%
建仓
MT
ARCELORMITTAL SA LUXEMBOURG
+$1.4M
28,173
减持
DNN
DENISON MINES CORP
-$848.0K
4,208,160
-29%
清仓
ALV
AUTOLIV INC
-$759.7K
0
-100%
减持
SRE
SEMPRA
+$684.3K
1,412,788
-9%
减持
IAG
IAMGOLD CORP
+$578.5K
2,953,542
-11%
减持
LECO
LINCOLN ELEC HLDGS INC
+$573.1K
93,508
-1%
减持
PRIM
PRIMORIS SVCS CORP
-$511.3K
674,839
-14%
清仓
VC
VISTEON CORP
-$494.5K
0
-100%
