Filed: 5/15/2026ACC: 0001420506-26-001143
📋 What this filing means
MEREWETHER INVESTMENT MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $5.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$5.16B
Total AUM (reported)
97.61M
Total Shares
Allocation by class
COM$3.43B66.5%
COM NEW$283.72M5.5%
COM SHS$267.31M5.2%
SHS$175.68M3.4%
SPONSORED ADR$166.45M3.2%
COMMON STOCK$162.44M3.1%
CLASS A COM$147.14M2.8%
Portfolio Concentration
Top 3$716.46M13.9%
4–10$1.11B21.5%
11–25$1.62B31.3%
Rest$1.72B33.3%
Top 3 weight
13.9%
Top 10 weight
35.4%
Voting Authority Distribution
Total shares with voting rights: 97.61M
Sole
Full voting authority
97.61M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole79
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings79
Rows:
COTERRA ENERGY INC
SOLEShares7.30M
TypeSH
Market value$256.58M
4.97%
Sole
7.30M
Shared
0.00
None
0.00
OVINTIV INC
SOLEShares4.28M
TypeSH
Market value$254.26M
4.92%
Sole
4.28M
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares3.32M
TypeSH
Market value$205.62M
3.98%
Sole
3.32M
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares3.10M
TypeSH
Market value$205.23M
3.97%
Sole
3.10M
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares1.12M
TypeSH
Market value$167.71M
3.25%
Sole
1.12M
Shared
0.00
None
0.00
BP PLC
SOLEShares3.54M
TypeSH
Market value$166.45M
3.22%
Sole
3.54M
Shared
0.00
None
0.00
TARGA RES CORP
SOLEShares648.44K
TypeSH
Market value$162.58M
3.15%
Sole
648.44K
Shared
0.00
None
0.00
BUNGE GLOBAL SA
SOLEShares1.12M
TypeSH
Market value$142.28M
2.75%
Sole
1.12M
Shared
0.00
None
0.00
SEMPRA
SOLEShares1.41M
TypeSH
Market value$137.28M
2.66%
Sole
1.41M
Shared
0.00
None
0.00
PERMIAN RESOURCES CORP
SOLEShares6.15M
TypeSH
Market value$131.09M
2.54%
Sole
6.15M
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares459.47K
TypeSH
Market value$130.38M
2.52%
Sole
459.47K
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares890.91K
TypeSH
Market value$130.20M
2.52%
Sole
890.91K
Shared
0.00
None
0.00
CENTERPOINT ENERGY INC
SOLEShares2.95M
TypeSH
Market value$127.43M
2.47%
Sole
2.95M
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares4.77M
TypeSH
Market value$126.59M
2.45%
Sole
4.77M
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares1.09M
TypeSH
Market value$122.98M
2.38%
Sole
1.09M
Shared
0.00
None
0.00
XCEL ENERGY INC
SOLEShares1.53M
TypeSH
Market value$121.67M
2.36%
Sole
1.53M
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares1.67M
TypeSH
Market value$121.43M
2.35%
Sole
1.67M
Shared
0.00
None
0.00
DT MIDSTREAM INC
SOLEShares835.01K
TypeSH
Market value$112.45M
2.18%
Sole
835.01K
Shared
0.00
None
0.00
NVENT ELEC PLC
SOLEShares950.33K
TypeSH
Market value$112.41M
2.18%
Sole
950.33K
Shared
0.00
None
0.00
HUBBELL INC
SOLEShares216.34K
TypeSH
Market value$106.17M
2.06%
Sole
216.34K
Shared
0.00
None
0.00
PRIMORIS SVCS CORP
SOLEShares674.84K
TypeSH
Market value$96.53M
1.87%
Sole
674.84K
Shared
0.00
None
0.00
TOTALENERGIES SE
SOLEShares949.80K
TypeSH
Market value$86.41M
1.67%
Sole
949.80K
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares726.63K
TypeSH
Market value$76.10M
1.47%
Sole
726.63K
Shared
0.00
None
0.00
MARATHON PETE CORP
SOLEShares310.50K
TypeSH
Market value$75.82M
1.47%
Sole
310.50K
Shared
0.00
None
0.00
MASTEC INC
SOLEShares223.06K
TypeSH
Market value$71.77M
1.39%
Sole
223.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COTERRA ENERGY INCSOLE | COM | 7.30M | SH | $256.58M 4.97% | 7.30M | 0.00 | 0.00 |
OVINTIV INCSOLE | COM | 4.28M | SH | $254.26M 4.92% | 4.28M | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 3.32M | SH | $205.62M 3.98% | 3.32M | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 3.10M | SH | $205.23M 3.97% | 3.10M | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 1.12M | SH | $167.71M 3.25% | 1.12M | 0.00 | 0.00 |
BP PLCSOLE | SPONSORED ADR | 3.54M | SH | $166.45M 3.22% | 3.54M | 0.00 | 0.00 |
TARGA RES CORPSOLE | COM | 648.44K | SH | $162.58M 3.15% | 648.44K | 0.00 | 0.00 |
BUNGE GLOBAL SASOLE | COM SHS | 1.12M | SH | $142.28M 2.75% | 1.12M | 0.00 | 0.00 |
SEMPRASOLE | COM | 1.41M | SH | $137.28M 2.66% | 1.41M | 0.00 | 0.00 |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 6.15M | SH | $131.09M 2.54% | 6.15M | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 459.47K | SH | $130.38M 2.52% | 459.47K | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 890.91K | SH | $130.20M 2.52% | 890.91K | 0.00 | 0.00 |
CENTERPOINT ENERGY INCSOLE | COM | 2.95M | SH | $127.43M 2.47% | 2.95M | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 4.77M | SH | $126.59M 2.45% | 4.77M | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 1.09M | SH | $122.98M 2.38% | 1.09M | 0.00 | 0.00 |
XCEL ENERGY INCSOLE | COM | 1.53M | SH | $121.67M 2.36% | 1.53M | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 1.67M | SH | $121.43M 2.35% | 1.67M | 0.00 | 0.00 |
DT MIDSTREAM INCSOLE | COMMON STOCK | 835.01K | SH | $112.45M 2.18% | 835.01K | 0.00 | 0.00 |
NVENT ELEC PLCSOLE | SHS | 950.33K | SH | $112.41M 2.18% | 950.33K | 0.00 | 0.00 |
HUBBELL INCSOLE | COM | 216.34K | SH | $106.17M 2.06% | 216.34K | 0.00 | 0.00 |
PRIMORIS SVCS CORPSOLE | COM | 674.84K | SH | $96.53M 1.87% | 674.84K | 0.00 | 0.00 |
TOTALENERGIES SESOLE | ACT | 949.80K | SH | $86.41M 1.67% | 949.80K | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 726.63K | SH | $76.10M 1.47% | 726.63K | 0.00 | 0.00 |
MARATHON PETE CORPSOLE | COM | 310.50K | SH | $75.82M 1.47% | 310.50K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 223.06K | SH | $71.77M 1.39% | 223.06K | 0.00 | 0.00 |
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