StockDriftsStockDriftsTop 50 Merewether Investment Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CTRA | COTERRA ENERGY INC | 4.97% | 7.30M | $256.6M | +252.14%(+5.23M) | $29.24(+11.35%) | 2026-03-31 | |
| OVV | OVINTIV INC | 4.92% | 4.28M | $254.3M | +18.56%(+670.62K) | $41.48(+27.68%) | 2026-03-31 | |
| DAR | DARLING INGREDIENTS INC | 3.98% | 3.32M | $205.6M | +278.60%(+2.45M) | $44.94(+25.78%) | 2026-03-31 | |
| SU | SUNCOR ENERGY INC NEW | 3.97% | 3.10M | $205.2M | -5.30%(-173.65K) | $34.61(+59.07%) | 2026-03-31 | |
| VST | VISTRA CORP | 3.25% | 1.12M | $167.7M | +180.79%(+718.30K) | $154.18(-2.03%) | 2026-03-31 | |
| BP | BP PLC | 3.22% | 3.54M | $166.4M | +17.73%(+533.30K) | $35.54(+5.24%) | 2026-03-31 | |
| TRGP | TARGA RES CORP | 3.15% | 648.4K | $162.6M | -13.49%(-101.14K) | $116.06(+123.05%) | 2026-03-31 | |
| BG | BUNGE GLOBAL SA | 2.75% | 1.12M | $142.3M | -1.25%(-14.16K) | $81.58(+30.49%) | 2026-03-31 | |
| SRE | SEMPRA | 2.66% | 1.41M | $137.3M | -8.68%(-134.34K) | $75.55(+23.18%) | 2026-03-31 | |
| PR | PERMIAN RESOURCES CORP | 2.54% | 6.15M | $131.1M | -1.83%(-114.62K) | $13.90(+30.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +34.85% | +145.24% |
| Top 20 Holdings Unweighted | +30.58% | +122.65% |
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