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Merewether Investment Management - Q2 2026 13F Filings

ME

Merewether Investment Management, Lp

CIK: 0001736852
Address: Texas Dallas 1900 N Pearl St Suite 2175
$5.31 B
Portfolio Value
81
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. DVN Devon Energy Corporation
+$271.13 M
2. PSX Phillips 66
+$149.62 M
3. LNT Alliant Energy Corporation
+$107.78 M
4. HAL Halliburton Company
+$90.61 M
5. WCC Wesco International
+$80.63 M

Top Sells

Q2 2026
1. CTRA Coterra Energy
−$256.58 M
2. SRE Sempra
−$137.28 M
3. NRG Nrg Energy
−$130.2 M
4. HUBB Hubbell Incorporated
−$106.17 M
5. XEL Xcel Energy
−$70.39 M

Asset Allocation

Stocks/ETFs
+3.01%
$5.23 B 98.58%
Options
$0 0.00%
Debt
$0 0.00%
Other
-12.59%
$75.53 M 1.42%

Sector Allocation (Stocks)

Merewether Investment Management Q2 2026 Filing Summary

Merewether Investment Management, Lp filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 5.31 B reflecting a +2.75% change from the prior quarter, spanning 81 assets. The top 10 holdings comprised 34.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 22 new positions and 20 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Merewether Investment Management’s Q2 2026 Filing

Merewether Investment Management submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Merewether Investment Management reported a managed portfolio value of 5.31 B, consisting of 81 individual positions.

This page displays the raw filing documents. To see which stocks Merewether Investment Management bought or sold during Q2 2026, please visit Merewether Investment Management's Portfolio Analysis page.