Filed: 8/14/2026ACC: 0001420506-26-001816
📋 What this filing means
MEREWETHER INVESTMENT MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $5.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$5.31B
Total AUM (reported)
98.21M
Total Shares
Allocation by class
COM$3.60B67.8%
COM SHS$273.70M5.2%
COMMON STOCK$189.02M3.6%
SHS$177.88M3.4%
CLASS A COM$135.72M2.6%
ORD$111.75M2.1%
ORD SHS$111.04M2.1%
Portfolio Concentration
Top 3$706.10M13.3%
4–10$1.12B21.0%
11–25$1.47B27.7%
Rest$2.02B38.0%
Top 3 weight
13.3%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 98.21M
Sole
Full voting authority
98.21M
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)
Sole81
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings81
Rows:
DEVON ENERGY CORP NEW
SOLEShares6.56M
TypeSH
Market value$271.13M
5.11%
Sole
6.56M
Shared
0.00
None
0.00
OVINTIV INC
SOLEShares4.36M
TypeSH
Market value$229.64M
4.33%
Sole
4.36M
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares1.79M
TypeSH
Market value$205.32M
3.87%
Sole
1.79M
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares1.27M
TypeSH
Market value$200.74M
3.78%
Sole
1.27M
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares3M
TypeSH
Market value$164.00M
3.09%
Sole
3M
Shared
0.00
None
0.00
PHILLIPS 66
SOLEShares967.35K
TypeSH
Market value$163.53M
3.08%
Sole
967.35K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares2.18M
TypeSH
Market value$162.28M
3.06%
Sole
2.18M
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares2.81M
TypeSH
Market value$151.25M
2.85%
Sole
2.81M
Shared
0.00
None
0.00
DT MIDSTREAM INC
SOLEShares946.02K
TypeSH
Market value$138.82M
2.62%
Sole
946.02K
Shared
0.00
None
0.00
TARGA RES CORP
SOLEShares502.93K
TypeSH
Market value$134.86M
2.54%
Sole
502.93K
Shared
0.00
None
0.00
CENTERPOINT ENERGY INC
SOLEShares2.98M
TypeSH
Market value$131.40M
2.48%
Sole
2.98M
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares4.87M
TypeSH
Market value$120.86M
2.28%
Sole
4.87M
Shared
0.00
None
0.00
NVENT ELEC PLC
SOLEShares677.86K
TypeSH
Market value$114.97M
2.17%
Sole
677.86K
Shared
0.00
None
0.00
PERMIAN RESOURCES CORP
SOLEShares6.11M
TypeSH
Market value$112.53M
2.12%
Sole
6.11M
Shared
0.00
None
0.00
RALLIANT CORP
SOLEShares1.53M
TypeSH
Market value$112.37M
2.12%
Sole
1.53M
Shared
0.00
None
0.00
ALLIANT ENERGY CORP
SOLEShares1.41M
TypeSH
Market value$107.78M
2.03%
Sole
1.41M
Shared
0.00
None
0.00
BUNGE GLOBAL SA
SOLEShares965.79K
TypeSH
Market value$103.08M
1.94%
Sole
965.79K
Shared
0.00
None
0.00
HALLIBURTON CO
SOLEShares2.67M
TypeSH
Market value$90.61M
1.71%
Sole
2.67M
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares377.40K
TypeSH
Market value$90.20M
1.70%
Sole
377.40K
Shared
0.00
None
0.00
TECHNIPFMC PLC
SOLEShares1.30M
TypeSH
Market value$85.94M
1.62%
Sole
1.30M
Shared
0.00
None
0.00
EQT CORP
SOLEShares1.58M
TypeSH
Market value$83.87M
1.58%
Sole
1.58M
Shared
0.00
None
0.00
SOLSTICE ADVANCED MATLS INC
SOLEShares910.39K
TypeSH
Market value$80.66M
1.52%
Sole
910.39K
Shared
0.00
None
0.00
WESCO INTL INC
SOLEShares233.42K
TypeSH
Market value$80.63M
1.52%
Sole
233.42K
Shared
0.00
None
0.00
MASTEC INC
SOLEShares190.24K
TypeSH
Market value$79.15M
1.49%
Sole
190.24K
Shared
0.00
None
0.00
MADISON AIR SOLUTIONS CORP
SOLEShares1.94M
TypeSH
Market value$75.81M
1.43%
Sole
1.94M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DEVON ENERGY CORP NEWSOLE | COM | 6.56M | SH | $271.13M 5.11% | 6.56M | 0.00 | 0.00 |
OVINTIV INCSOLE | COM | 4.36M | SH | $229.64M 4.33% | 4.36M | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 1.79M | SH | $205.32M 3.87% | 1.79M | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 1.27M | SH | $200.74M 3.78% | 1.27M | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 3M | SH | $164.00M 3.09% | 3M | 0.00 | 0.00 |
PHILLIPS 66SOLE | COM | 967.35K | SH | $163.53M 3.08% | 967.35K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 2.18M | SH | $162.28M 3.06% | 2.18M | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 2.81M | SH | $151.25M 2.85% | 2.81M | 0.00 | 0.00 |
DT MIDSTREAM INCSOLE | COMMON STOCK | 946.02K | SH | $138.82M 2.62% | 946.02K | 0.00 | 0.00 |
TARGA RES CORPSOLE | COM | 502.93K | SH | $134.86M 2.54% | 502.93K | 0.00 | 0.00 |
CENTERPOINT ENERGY INCSOLE | COM | 2.98M | SH | $131.40M 2.48% | 2.98M | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 4.87M | SH | $120.86M 2.28% | 4.87M | 0.00 | 0.00 |
NVENT ELEC PLCSOLE | SHS | 677.86K | SH | $114.97M 2.17% | 677.86K | 0.00 | 0.00 |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 6.11M | SH | $112.53M 2.12% | 6.11M | 0.00 | 0.00 |
RALLIANT CORPSOLE | COM | 1.53M | SH | $112.37M 2.12% | 1.53M | 0.00 | 0.00 |
ALLIANT ENERGY CORPSOLE | COM | 1.41M | SH | $107.78M 2.03% | 1.41M | 0.00 | 0.00 |
BUNGE GLOBAL SASOLE | COM SHS | 965.79K | SH | $103.08M 1.94% | 965.79K | 0.00 | 0.00 |
HALLIBURTON COSOLE | COM | 2.67M | SH | $90.61M 1.71% | 2.67M | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 377.40K | SH | $90.20M 1.70% | 377.40K | 0.00 | 0.00 |
TECHNIPFMC PLCSOLE | COM | 1.30M | SH | $85.94M 1.62% | 1.30M | 0.00 | 0.00 |
EQT CORPSOLE | COM | 1.58M | SH | $83.87M 1.58% | 1.58M | 0.00 | 0.00 |
SOLSTICE ADVANCED MATLS INCSOLE | COM SHS | 910.39K | SH | $80.66M 1.52% | 910.39K | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 233.42K | SH | $80.63M 1.52% | 233.42K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 190.24K | SH | $79.15M 1.49% | 190.24K | 0.00 | 0.00 |
MADISON AIR SOLUTIONS CORPSOLE | COM SHS CL A | 1.94M | SH | $75.81M 1.43% | 1.94M | 0.00 | 0.00 |
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