Merewether Investment Management
$5.3B 13F equity value
101 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Merewether Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DVN | DEVON ENERGY CORP NEW | 6,561,677 | $271M | 5.1% |
| OVV | OVINTIV INC | 4,361,717 | $230M | 4.3% |
| ETR | ENTERGY CORP NEW | 1,787,604 | $205M | 3.9% |
| VST | VISTRA CORP | 1,265,438 | $201M | 3.8% |
| DAR | DARLING INGREDIENTS INC | 3,002,575 | $164M | 3.1% |
| PSX | PHILLIPS 66 | 967,351 | $164M | 3.1% |
| WMB | WILLIAMS COS INC | 2,182,992 | $162M | 3.1% |
| SU | SUNCOR ENERGY INC NEW | 2,814,167 | $151M | 2.9% |
| DTM | DT MIDSTREAM INC | 946,016 | $139M | 2.6% |
| TRGP | TARGA RES CORP | 502,928 | $135M | 2.5% |
Track Merewether Investment Management's 13F portfolio: $5.3B in reported holdings, 101 positions. Top holdings and quarterly changes on SentiSense.
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