account_balance
Investment manager · 13F filer · SEC CIK 1736852
Merewether Investment Management, LP
Reported value$5.31Bas of Jun 30, 2026
Positions81 23 new, 21 sold out
Top 10 weight34.3%DVN alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DVNDevon Energy Corp New
5.1%New
OVVOvintiv Inc
4.3%
ETREntergy Corp New
3.9%Added +63%
VSTVistra Corp
3.8%Added +13%
DARDarling Ingredients Inc
3.1%Trimmed −10%
PSXPhillips 66
3.1%Added +1075%
WMBWilliams Cos Inc
3.1%Added +31%
SUSuncor Energy Inc New
2.9%Trimmed −9%
DTMDt Midstream Inc
2.6%Added +13%
TRGPTarga Res Corp
2.5%Trimmed −22%
CNPCenterpoint Energy Inc
2.5%
CVE2.3%DVNDevon Energy Corp New
5.1%New
OVV4.3%ETR3.9%VSTVistra Corp
3.8%Added +13%
DARDarling Ingredients Inc
3.1%Trimmed −10%
PSXPhillips 66
3.1%Added +1075%
WMB3.1%SU2.9%DTM2.6%TRGP2.5%CNP2.5%CVE2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DVN Devon Energy Corp New 5.1% NewOVV Ovintiv Inc 4.3% HeldETR Entergy Corp New 3.9% Added +63%VST Vistra Corp 3.8% Added +13%DAR Darling Ingredients Inc 3.1% Trimmed −10%PSX Phillips 66 3.1% Added +1075%WMB Williams Cos Inc 3.1% Added +31%SU Suncor Energy Inc New 2.9% Trimmed −9%DTM Dt Midstream Inc 2.6% Added +13%TRGP Targa Res Corp 2.5% Trimmed −22%CNP Centerpoint Energy Inc 2.5% HeldCVE Cenovus Energy Inc 2.3% Added +2%
What changed