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MEREWETHER INVESTMENT MANAGEMENT, LP
MEREWETHER INVESTMENT MANAGEMENT, LP
Latest filing: 2026-06-30
MEREWETHER INVESTMENT MANAGEMENT, LP runs MEREWETHER INVESTMENT MANAGEMENT, LP and currently holds 81 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $5.31B. Their top holdings are DVN, OVV, ETR, VST, DAR. The top five represent 20.2% of reported portfolio weight. MEREWETHER INVESTMENT MANAGEMENT, LP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, MEREWETHER INVESTMENT MANAGEMENT, LP initiated 17 new positions. They added to 35 existing positions. They trimmed 24 positions. Their current best-performing preview position is HUT with returns of +146.11%.
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81 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DVN DEVON ENERGY CORP NEW | 5.11% | $41.32 | $49.10 | +18.83% | New Buy |
 OVV OVINTIV INC | 4.33% | $43.70 | $66.81 | +52.88% | Added +1.83% |
 ETR ENTERGY CORP NEW | 3.87% | $95.61 | $104.61 | +9.41% | Added +63.32% |
 VST VISTRA CORP | 3.78% | $147.30 | $136.22 | -7.52% | Added +13.43% |
 DAR DARLING INGREDIENTS INC | 3.09% | $54.99 | $65.74 | +19.54% | Trimmed -9.68% |
 PSX PHILLIPS 66 | 3.08% | $170.17 | $242.83 | +42.70% | Added +1075.40% |
 WMB WILLIAMS COS INC | 3.06% | $63.46 | $70.50 | +11.09% | Added +30.84% |
 SU SUNCOR ENERGY INC NEW | 2.85% | $39.18 | $68.43 | +74.66% | Trimmed -9.33% |
 DTM DT MIDSTREAM INC | 2.62% | $115.91 | $126.76 | +9.36% | Added +13.29% |
 TRGP TARGA RES CORP | 2.54% | $114.32 | $299.05 | +161.59% | Trimmed -22.44% |
Showing 1-10 of 81