Merewether Investment Management
$5.2B Assets Reported
100 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CTRA | COTERRA ENERGY INC | 7,301,691 | $257M | 5.0% |
| OVV | OVINTIV INC | 4,283,314 | $254M | 4.9% |
| DAR | DARLING INGREDIENTS INC | 3,324,523 | $206M | 4.0% |
| SU | SUNCOR ENERGY INC NEW | 3,103,851 | $205M | 4.0% |
| VST | VISTRA CORP | 1,115,621 | $168M | 3.2% |
| BP | BP PLC | 3,541,397 | $166M | 3.2% |
| TRGP | TARGA RES CORP | 648,440 | $163M | 3.1% |
| BG | BUNGE GLOBAL SA | 1,118,543 | $142M | 2.8% |
| SRE | SEMPRA | 1,412,788 | $137M | 2.7% |
| PR | PERMIAN RESOURCES CORP | 6,148,515 | $131M | 2.5% |
Track Merewether Investment Management's 13F portfolio: $5.2B in reported holdings, 100 positions. Top holdings, AUM, and quarterly changes on SentiSense.