Merewether Investment Management, LP: summary

Merewether Investment Management, LP reported 81 positions with a reported value of $5.31B in its 13F for Q2 2026. Compared with Q1 2026: 23 new positions, 21 exited.

Top positions

• DEVON ENERGY CORP NEW COM
• OVINTIV INC
• ENTERGY CORP NEW COM
• VISTRA CORP COM
• MORGENS WATERFALL VINTIADIS & CO INC
• PHILLIPS 66 COM
• WILLIAMS COS INC COM
• SUNCOR ENERGY INC NEW COM
• DT MIDSTREAM INC COMMON STOCK
• Targa Resources Corp