Merewether Investment Management, LP

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
ENTERGY CORP /DE	—	$166.09M	1,796,900	3.8%
XCEL ENERGY INC	—	$160.11M	2,167,710	3.7%
EXPAND ENERGY Corp	—	$146.68M	1,329,075	3.4%
SUNCOR ENERGY INC NEW	—	$145.48M	3,277,504	3.3%
Ovintiv Inc.	—	$141.58M	3,612,697	3.3%
Williams Cos Inc/The	—	$140.72M	2,341,000	3.2%
Targa Resources Corp	—	$138.30M	749,577	3.2%
Sempra	—	$136.60M	1,547,132	3.1%
nVent Electric plc	—	$136.19M	1,335,574	3.1%
DT Midstream, Inc.	—	$124.78M	1,042,600	2.9%
MASTEC INC	—	$123.71M	569,140	2.8%
NRG Energy Inc	—	$121.92M	765,626	2.8%
CenterPoint Energy Inc	—	$111.07M	2,897,000	2.6%
BP PLC	—	$104.47M	3,008,100	2.4%
Bunge Global SA	—	$100.90M	1,132,700	2.3%
Primoris Services Corp	—	$97.04M	781,700	2.2%
FREEPORT-MCMORAN INC	—	$96.98M	1,909,400	2.2%
Diamondback Energy, Inc.	—	$96.25M	640,250	2.2%
Permian Resources Corp	—	$87.87M	6,263,137	2.0%
First Solar Inc	—	$84.93M	325,100	2.0%
EXXON MOBIL CORP	—	$84.42M	701,493	1.9%
Qnity Electronics, Inc.	—	$71.69M	878,048	1.6%
Cheniere Energy, Inc.	—	$67.76M	348,600	1.6%
TechnipFMC plc	—	$67.34M	1,511,128	1.5%
Vistra Corp.	—	$64.10M	397,322	1.5%
Valero Energy Corp	—	$58.46M	359,131	1.3%
BARRICK MNG CORP	—	$57.97M	1,331,000	1.3%
IAMGOLD CORP	—	$55.01M	3,335,790	1.3%
Coterra Energy Inc.	—	$54.57M	2,073,500	1.3%
CUMMINS INC	—	$54.14M	106,060	1.2%
General Motors Co	—	$51.50M	633,300	1.2%
DuPont de Nemours, Inc.	—	$50.12M	1,246,796	1.2%
Legence Corp.	—	$48.83M	1,134,422	1.1%
Alcoa Corp	—	$46.88M	882,200	1.1%
HUBBELL INC	—	$45.71M	102,920	1.1%
BKV CorpBKV	Common Stock	$45.51M	1,676,217	1.0%
EQT Corp	—	$45.31M	845,286	1.0%
Comfort Systems USA Inc	—	$43.26M	46,349	1.0%
Acuity Inc	—	$41.76M	116,000	1.0%
CLEVELAND-CLIFFS INC.	—	$41.12M	3,096,600	0.9%
ATMOS ENERGY CORP	—	$39.94M	238,236	0.9%
SHELL PLC	—	$39.64M	539,421	0.9%
CENOVUS ENERGY INC	—	$35.14M	2,076,591	0.8%
Centuri Holdings, Inc.	—	$33.94M	1,344,000	0.8%
NUCOR CORP	—	$33.26M	203,900	0.8%
SLB LIMITED/NV	—	$32.90M	857,300	0.8%
CENTERRA GOLD INC	—	$32.44M	2,253,100	0.7%
DARLING INGREDIENTS INC.	—	$31.61M	878,114	0.7%
Sensata Technologies Holding plc	—	$30.11M	904,600	0.7%
Core Natural Resources, Inc.	—	$30.04M	339,400	0.7%