Merewether Investment Management, LP
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Garrett Motion Inc.GTX | $29.39M | 0.7% |
| WESTLAKE CORPWLK | $28.70M | 0.7% |
| Aris Mining Corporation | $27.49M | 0.6% |
| PAR PACIFIC HOLDINGS, INC. | $25.81M | 0.6% |
| GENERAC HOLDINGS INC. | $25.77M | 0.6% |
| ANTERO RESOURCES Corp | $25.08M | 0.6% |
| TERAWULF INC. | $24.87M | 0.6% |
| Cactus, Inc. | $23.06M | 0.5% |
| LINCOLN ELECTRIC HOLDINGS INC | $22.72M | 0.5% |
| TASEKO MINES LTD | $20.79M | 0.5% |
| JAMES HARDIE INDUSTRIES PLC | $18.19M | 0.4% |
| Hut 8 Corp. | $18.08M | 0.4% |
| STANDARD LITHIUM LTD | $18.05M | 0.4% |
| Liberty Energy Inc | $17.56M | 0.4% |
| WaterBridge Infrastructure LLC | $17.42M | 0.4% |
| SCORPIO TANKERS INC | $16.46M | 0.4% |
| DENISON MINES CORP. | $15.70M | 0.4% |
| ELDORADO GOLD CORP NEW | $14.14M | 0.3% |
| KIRBY CORP | $13.48M | 0.3% |
| Viper Energy, Inc. | $12.29M | 0.3% |
| STEEL DYNAMICS INC | $9.05M | 0.2% |
| Talen Energy Corp | $8.96M | 0.2% |
| CAMECO CORP | $8.13M | 0.2% |
| Nextpower Inc. | $7.75M | 0.2% |
| Tamboran Resources CorpTBN | $1.91M | 0.0% |
| AUTOLIV INCALV | $759.7K | 0.0% |
| VISTEON CORP | $494.5K | 0.0% |