Merewether Investment Management, LP
Merewether Investment Management, LP reported 81 positions worth $5.31B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: DVN (5.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DVN | SH | $271.1M | 5.11% | 6,561,677 | — | — | |
| ▸ 2 | OVV | SH | $229.6M | 4.33% | 4,361,717 | — | — | |
| ▸ 3 | ETR | SH | $205.3M | 3.87% | 1,787,604 | — | — | |
| ▸ 4 | VST | SH | $200.7M | 3.78% | 1,265,438 | — | — | |
| ▸ 5 | DAR | SH | $164.0M | 3.09% | 3,002,575 | — | — | |
| ▸ 6 | PSX | SH | $163.5M | 3.08% | 967,351 | — | — | |
| ▸ 7 | WMB | SH | $162.3M | 3.06% | 2,182,992 | — | — | |
| ▸ 8 | SU | SH | $151.3M | 2.85% | 2,814,167 | — | — | |
| ▸ 9 | DTM | SH | $138.8M | 2.62% | 946,016 | — | — | |
| ▸ 10 | TRGP | SH | $134.9M | 2.54% | 502,928 | — | — |
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Frequently Asked Questions
What stocks does Merewether Investment Management, LP hold as of Q2 2026?
Merewether Investment Management, LP reported 81 positions worth $5.31B in its Q2 2026 13F filing. Largest positions: DVN (5.1%), OVV (4.3%), ETR (3.9%), VST (3.8%) and DAR (3.1%).
What did Merewether Investment Management, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Merewether Investment Management, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.