Merewether Investment Management, LP — 13F holdings

Merewether Investment Management, LP reported 81 holdings worth $5.31B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. DVN DEVON ENERGY CORP NEW — $271M (5.1%)
2. OVV Ovintiv Inc — $230M (4.3%)
3. ETR ENTERGY CORP NEW — $205M (3.9%)
4. VST VISTRA CORP — $201M (3.8%)
5. DAR DARLING INGREDIENTS INC — $164M (3.1%)
6. PSX PHILLIPS 66 — $164M (3.1%)
7. WMB WILLIAMS COS INC — $162M (3.1%)
8. SU SUNCOR ENERGY INC NEW — $151M (2.9%)
9. DTM DT MIDSTREAM INC — $139M (2.6%)
10. TRGP TARGA RES CORP — $135M (2.5%)