StockDriftsStockDriftsTop 50 Merewether Investment Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DVN | DEVON ENERGY CORP NEW | 5.11% | 6.56M | $271.1M | new | $46.42(-1.23%) | 2026-06-30 | |
| OVV | OVINTIV INC | 4.33% | 4.36M | $229.6M | +1.83%(+78.40K) | $41.75(+50.94%) | 2026-06-30 | |
| ETR | ENTERGY CORP NEW | 3.87% | 1.79M | $205.3M | +63.32%(+693.06K) | $91.87(+17.39%) | 2026-06-30 | |
| VST | VISTRA CORP | 3.78% | 1.27M | $200.7M | +13.43%(+149.82K) | $154.05(-3.84%) | 2026-06-30 | |
| DAR | DARLING INGREDIENTS INC | 3.09% | 3.00M | $164.0M | -9.68%(-321.95K) | $44.94(+49.17%) | 2026-06-30 | |
| PSX | PHILLIPS 66 | 3.08% | 967.4K | $163.5M | +1075.40%(+885.05K) | $170.53(+36.99%) | 2026-06-30 | |
| WMB | WILLIAMS COS INC | 3.06% | 2.18M | $162.3M | +30.84%(+514.56K) | $64.48(+16.62%) | 2026-06-30 | |
| SU | SUNCOR ENERGY INC NEW | 2.85% | 2.81M | $151.3M | -9.33%(-289.68K) | $34.61(+90.19%) | 2026-06-30 | |
| DTM | DT MIDSTREAM INC | 2.62% | 946.0K | $138.8M | +13.29%(+111.01K) | $112.56(+21.63%) | 2026-06-30 | |
| TRGP | TARGA RES CORP | 2.54% | 502.9K | $134.9M | -22.44%(-145.51K) | $116.06(+137.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +30.97% | +124.68% | +25.46% | +210.82% |
| Top 20 Holdings Unweighted | +26.99% | +104.81% | +21.68% | +166.70% |
Merewether Investment Management LP reports $5.31B in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are DVN (5.1%), OVV (4.3%) and ETR (3.9%). The top 20 holdings account for 54.5% of reported assets. Its disclosed equity book has returned +124.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Merewether Investment Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1736852). View Merewether Investment Management LP’s 13F filings on SEC