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  Name: Merewether Investment Management LP
  City: Dallas
  State: TX
  Zip: 75201
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,878,663,000
  Total Value Change : $185,322,000
  Securities Held Change : -3
   
All Securities Held : 42
  New Positions : 15
  Closed Positions : 21
  Increased Positions : 12
  Unchanged Positions : 0
  Decreased Positions : 15

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Holdings Found : 11     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CVE)1 Year Chart         CVE Cenovus Energy Inc 2 - $19.56 $135,032,000 6,754,998 7.19% 135,032,000 6,754,998 0.549    Oil & Gas Drilling & ...
   (FANG)1 Year Chart         FANG Diamondback Energy, Inc. 3 - $190.71 $131,676,000 664,459 7.01% 78,142,000 319,256 0.367    Independent Oil & Gas
   (VLO)1 Year Chart         VLO Valero Energy Corp 6 - $153.94 $96,242,000 563,843 5.12% 61,474,000 296,394 0.138    Oil & Gas Refining, P...
   (FTI)1 Year Chart         FTI Technipfmc Limited 7 - $24.50 $83,646,000 3,331,187 4.45% 27,720,000 554,316 0.741    Oil & Gas Equipment &...
   (AR)1 Year Chart         AR Antero Resources Corp 8 - $35.11 $81,657,000 2,815,748 4.35% 81,657,000 2,815,748 1.048    Oil & Gas Drilling & ...
   (ERF)1 Year Chart         ERF ENERPLUS Corp 19 - $20.09 $36,893,000 1,325,658 1.96% 17,932,000 89,595 0.596    Diversified Investments
   (ARRY)1 Year Chart         ARRY Array Technologies, Inc. 20 - $0.00 $36,348,000 2,437,800 1.93% 36,348,000 2,437,800 1.343    N/A
   (CPG)1 Year Chart         CPG Crescent Point Energy Trust 21 - $8.59 $31,688,000 3,869,114 1.69% 18,052,000 1,901,436 0.73    N/A
   (CNQ)1 Year Chart         CNQ Canadian Natural Resource (... 25 - $73.25 $25,492,000 334,019 1.36% 3,647,000 612 0.028    Independent Oil & Gas
   (XPRO)1 Year Chart         XPRO Expro Group Holdings Ord Shs 36 - $3.15 $5,476,000 274,196 0.29% 1,159,000 3,058 0.121    N/A
   (LNG)1 Year Chart         LNG Cheniere Energy Inc 39 - $160.61 $2,645,000 16,400 0.14% 631,000 4,600 0.007    Oil & Gas Equipment &...

      11 Records Found
  1    
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