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Merewether Investment Management, LP
kapitalforvalter · portefølje $5.31 mia. · 81 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 102
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Devon Energy Corporation US:DVN | 6 561 677 | $271 mio. | 5.11% | ny |
| Ovintiv Inc US:OVV | 4 361 717 | $230 mio. | 4.33% | +78 403 |
| Entergy Corporation US:ETR | 1 787 604 | $205 mio. | 3.87% | +693 062 |
| Vistra Corp. US:VST | 1 265 438 | $201 mio. | 3.78% | +149 817 |
| Darling Ingredients Inc US:DAR | 3 002 575 | $164 mio. | 3.09% | −321 948 |
| Phillips 66 US:PSX | 967 351 | $164 mio. | 3.08% | +885 051 |
| Williams Companies Inc US:WMB | 2 182 992 | $162 mio. | 3.06% | +514 564 |
| Suncor Energy Inc US:SU | 2 814 167 | $151 mio. | 2.85% | −289 684 |
| DT Midstream Inc US:DTM | 946 016 | $139 mio. | 2.62% | +111 010 |
| Targa Resources Inc US:TRGP | 502 928 | $135 mio. | 2.54% | −145 512 |
| CenterPoint Energy Inc US:CNP | 2 983 658 | $131 mio. | 2.48% | +31 253 |
| Cenovus Energy Inc US:CVE | 4 871 447 | $121 mio. | 2.28% | +99 847 |
| NVENT ELEC PLC CUSIP G6700G107 | 677 859 | $115 mio. | 2.17% | −272 472 |
| Permian Resources Corporatio… US:PR | 6 112 296 | $113 mio. | 2.12% | −36 219 |
| Ralliant Corp US:RAL | 1 526 211 | $112 mio. | 2.12% | +413 961 |
| Alliant Energy Corp US:LNT | 1 412 803 | $108 mio. | 2.03% | ny |
| BUNGE GLOBAL SA CUSIP H11356104 | 965 795 | $103 mio. | 1.94% | −152 748 |
| Halliburton Company US:HAL | 2 668 794 | $90.6 mio. | 1.71% | ny |
| Cheniere Energy Inc US:LNG | 377 399 | $90.2 mio. | 1.70% | −82 072 |
| TECHNIPFMC PLC CUSIP G87110105 | 1 296 300 | $85.9 mio. | 1.62% | +460 017 |
| EQT Corporation US:EQT | 1 577 324 | $83.9 mio. | 1.58% | +507 474 |
| Solstice Advanced Materials,… US:SOLS | 910 394 | $80.7 mio. | 1.52% | +267 943 |
| WESCO International Inc US:WCC | 233 424 | $80.6 mio. | 1.52% | ny |
| MasTec Inc US:MTZ | 190 236 | $79.1 mio. | 1.49% | −32 825 |
| Madison Air Solutions Corpor… US:MAIR | 1 943 728 | $75.8 mio. | 1.43% | ny |
| TOTALENERGIES SE CUSIP F92124100 | 971 338 | $75.5 mio. | 1.42% | +21 538 |
| Marathon Petroleum Corp US:MPC | 288 592 | $73.8 mio. | 1.39% | −21 908 |
| Legence Corp. Class A US:LGN | 852 658 | $72.7 mio. | 1.37% | +126 322 |
| Comfort Systems USA Inc US:FIX | 36 660 | $72.7 mio. | 1.37% | +14 309 |
| INNIO NV CUSIP N52A8C105 | 1 788 900 | $70.8 mio. | 1.33% | ny |
| BP PLC ADR US:BP · depotbevis | 1 842 007 | $68.1 mio. | 1.28% | −1 699 390 |
| CRH PLC CUSIP G25508105 | 626 927 | $67.1 mio. | 1.26% | +288 808 |
| SENSATA TECHNOLOGIES HLDG PL CUSIP G8060N102 | 1 317 795 | $62.9 mio. | 1.19% | −478 847 |
| Tenaris S.A US:TS · depotbevis | 1 130 692 | $62.7 mio. | 1.18% | ny |
| Talen Energy Corporation US:TLN | 154 750 | $59.5 mio. | 1.12% | ny |
| Select Water Solutions, Inc. US:WTTR | 2 955 888 | $59.1 mio. | 1.11% | +66 888 |
| WEATHERFORD INTL PLC CUSIP G48833118 | 699 412 | $57.0 mio. | 1.07% | ny |
| Core Natural Resources, Inc. US:CNR | 687 465 | $55.0 mio. | 1.04% | −39 169 |
| JAMES HARDIE INDS PLC CUSIP G4253H101 | 2 064 029 | $54.0 mio. | 1.02% | +106 199 |
| BorgWarner Inc US:BWA | 801 595 | $53.2 mio. | 1.00% | ny |
| Xcel Energy Inc US:XEL | 654 993 | $52.6 mio. | 0.99% | −876 549 |
| Methanex Corporation US:MEOH | 1 130 053 | $52.2 mio. | 0.98% | ny |
| Lincoln Electric Holdings In… US:LECO | 189 326 | $50.3 mio. | 0.95% | +95 818 |
| ConocoPhillips US:COP | 459 835 | $47.8 mio. | 0.90% | −62 357 |
| IAMGold Corporation US:IAG | 3 017 051 | $47.8 mio. | 0.90% | +63 509 |
| Qnity Electronics, Inc US:Q | 283 819 | $46.4 mio. | 0.87% | −149 465 |
| BKV Corp US:BKV | 1 673 695 | $45.8 mio. | 0.86% | +26 922 |
| FLEX LTD CUSIP Y2573F102 | 275 600 | $44.7 mio. | 0.84% | ny |
| ExxonMobil Holdings Corp US:XOM | 302 662 | $41.4 mio. | 0.78% | +69 400 |
| HF Sinclair Corp US:DINO | 504 845 | $35.2 mio. | 0.66% | −549 590 |
| Franco-Nevada Corporation US:FNV | 167 712 | $35.0 mio. | 0.66% | +23 712 |
| Black Hills Corporation US:BKH | 455 327 | $33.9 mio. | 0.64% | ny |
| Cipher Digital Inc. US:CIFR | 1 371 500 | $33.6 mio. | 0.63% | ny |
| SEADRILL LTD CUSIP G7997W102 | 886 747 | $33.5 mio. | 0.63% | +19 409 |
| Ecolab Inc US:ECL | 118 300 | $33.0 mio. | 0.62% | ny |
| Century Aluminum Company US:CENX | 693 537 | $31.9 mio. | 0.60% | +178 737 |
| Hut 8 Corp. US:HUT | 269 217 | $31.1 mio. | 0.59% | +154 308 |
| SunocoCorp LLC US:SUNC | 456 100 | $30.9 mio. | 0.58% | ny |
| Centerra Gold Inc US:CGAU | 1 873 130 | $29.7 mio. | 0.56% | −391 393 |
| Nucor Corp US:NUE | 129 793 | $28.9 mio. | 0.54% | −163 321 |
| ArcelorMittal South Africa L… US:MT · depotbevis | 391 406 | $23.6 mio. | 0.44% | +363 233 |
| Freeport-McMoran Copper & Go… US:FCX | 374 286 | $23.5 mio. | 0.44% | −624 478 |
| Nextpower Inc. US:NXT | 194 705 | $23.2 mio. | 0.44% | +61 498 |
| Barrick Mining Corporation US:B | 604 634 | $22.2 mio. | 0.42% | ny |
| Primoris Services Corporatio… US:PRIM | 211 913 | $21.0 mio. | 0.40% | −462 926 |
| EagleRock Land, LLC US:EROK | 873 238 | $18.6 mio. | 0.35% | ny |
| Aris Mining Corporation US:ARIS | 1 202 125 | $17.9 mio. | 0.34% | −194 271 |
| Energy Transfer LP US:ET | 835 800 | $16.0 mio. | 0.30% | +319 600 |
| LITHIUM ARGENTINA AG CUSIP H5012F103 | 1 540 027 | $12.7 mio. | 0.24% | ny |
| Atmos Energy Corporation US:ATO | 73 124 | $12.6 mio. | 0.24% | +1 615 |
| Baker Hughes Co US:BKR | 210 451 | $11.7 mio. | 0.22% | +37 051 |
| Standard Lithium Ltd US:SLI | 4 057 435 | $11.2 mio. | 0.21% | +85 039 |
| Taseko Mines Ltd US:TGB | 1 500 000 | $10.3 mio. | 0.19% | ny |
| Tamboran Resources Corp US:TBN | 294 477 | $9.57 mio. | 0.18% | +225 598 |
| General Motors Company US:GM | 104 725 | $8.07 mio. | 0.15% | +78 097 |
| Denison Mines Corp US:DNN | 1 948 152 | $5.96 mio. | 0.11% | −2 260 008 |
| Liberty Energy Inc. US:LBRT | 189 399 | $4.96 mio. | 0.09% | −842 176 |
| X-Energy, Inc. Class A US:XE | 224 312 | $4.12 mio. | 0.08% | ny |
| Westlake Chemical Corporatio… US:WLK | 53 439 | $3.90 mio. | 0.07% | −166 461 |
| Dupont De Nemours Inc US:DD | 28 357 | $3.85 mio. | 0.07% | ny |
| DPC HOLDINGS PLC CUSIP G2R11M108 | 25 000 | $1.23 mio. | 0.02% | ny |
| Hubbell Inc US:HUBB | 0 (var 216 337) | — | — | solgt |
| NRG Energy Inc. US:NRG | 0 (var 890 906) | — | — | solgt |
| Olin Corporation US:OLN | 0 (var 623 377) | — | — | solgt |
| Par Pacific Holdings Inc US:PARR | 0 (var 369 465) | — | — | solgt |
| Patterson-UTI Energy Inc US:PTEN | 0 (var 3 003 324) | — | — | solgt |
| Albemarle Corp US:ALB | 0 (var 9 640) | — | — | solgt |
| Sempra Energy US:SRE | 0 (var 1 412 788) | — | — | solgt |
| Antero Resources Corp US:AR | 0 (var 951 200) | — | — | solgt |
| TERAWULF INC. US:WULF | 0 (var 35 912) | — | — | solgt |
| COTERRA ENERGY INC CUSIP 127097103 | 0 (var 7 301 691) | — | — | solgt |
| Venture Global, Inc. US:VG | 0 (var 4 154 300) | — | — | solgt |
| NOBLE CORP PLC CUSIP G65431127 | 0 (var 779 215) | — | — | solgt |
| Cameco Corp US:CCJ | 0 (var 233 810) | — | — | solgt |
| LYONDELLBASELL INDUSTRIES NV CUSIP N53745100 | 0 (var 654 687) | — | — | solgt |
| Celanese Corporation US:CE | 0 (var 74 600) | — | — | solgt |
| Expand Energy Corporation US:EXE | 0 (var 431 690) | — | — | solgt |
| Cummins Inc US:CMI | 0 (var 73 528) | — | — | solgt |
| Diamondback Energy Inc US:FANG | 0 (var 266 065) | — | — | solgt |
| DUPONT DE NEMOURS INC CUSIP 26614N102 | 0 (var 85 460) | — | — | solgt |
| Flowserve Corporation US:FLS | 0 (var 75 100) | — | — | solgt |
| Garrett Motion Inc US:GTX | 0 (var 78 363) | — | — | solgt |
I virksomheder i vores database 2
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Standard Lithium Ltd | 1.64% | 4 057 435 | 2026-06-30 |
| Lithium Argentina AG | 0.94% | 1 540 027 | 2026-06-30 |
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