0001420506-21-000788.txt : 20210517 0001420506-21-000788.hdr.sgml : 20210517 20210517165110 ACCESSION NUMBER: 0001420506-21-000788 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210517 EFFECTIVENESS DATE: 20210517 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Merewether Cyclicals Partners LP CENTRAL INDEX KEY: 0001736852 IRS NUMBER: 822252147 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20874 FILM NUMBER: 21931743 BUSINESS ADDRESS: STREET 1: 1900 PEARL ST., SUITE 2175 CITY: DALLAS STATE: TX ZIP: 75201 BUSINESS PHONE: 214.453.5227 MAIL ADDRESS: STREET 1: 1900 PEARL ST., SUITE 2175 CITY: DALLAS STATE: TX ZIP: 75201 FORMER COMPANY: FORMER CONFORMED NAME: Merewether Investment Management, LP DATE OF NAME CHANGE: 20191113 FORMER COMPANY: FORMER CONFORMED NAME: MEREWETHER CYCLICALS PARTNERS, LP DATE OF NAME CHANGE: 20180410 FORMER COMPANY: FORMER CONFORMED NAME: Merewether Investment Management, LP DATE OF NAME CHANGE: 20180409 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001736852 XXXXXXXX 03-31-2021 03-31-2021 false Merewether Investment Management, LP

750 N. SAINT PAUL ST., SUITE 1330 DALLAS TX 75201

13F HOLDINGS REPORT 028-20874 N Janice Ezell 214.453.5527 Janice Ezell, CFO/CCO DALLAS TX 05-17-2021 0 32 621231 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR MEREWETHER INVESTMENT MANAGEMENT, LP AEMETIS INC COM NEW 00770K202 5639 229963 SH SOLE 229963 0 0 AES CORP COM 00130H105 23355 871119 SH SOLE 871119 0 0 ANTERO RESOURCES CORP COM 03674X106 10273 1007193 SH SOLE 1007193 0 0 APA CORPORATION COM 03743Q108 16930 945798 SH SOLE 945798 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 15506 520000 SH SOLE 520000 0 0 BAKER HUGHES COMPANY CL A 05722G100 15059 696865 SH SOLE 696865 0 0 BUNGE LIMITED COM G16962105 4792 60454 SH SOLE 60454 0 0 CANADIAN NAT RES LTD COM 136385101 32668 1058256 SH SOLE 1058256 0 0 CHAMPIONX CORPORATION COM 15872M104 21597 993869 SH SOLE 993869 0 0 CHENIERE ENERGY INC COM NEW 16411R208 15294 212392 SH SOLE 212392 0 0 CHESAPEAKE ENERGY CORP COM 165167735 20177 465006 SH SOLE 465006 0 0 CIMAREX ENERGY CO COM 171798101 40799 686969 SH SOLE 686969 0 0 CLEAN ENERGY FUELS CORP COM 184499101 9896 720262 SH SOLE 720262 0 0 CLIMATE CHANGE CRISIS REAL I CL A COM 18716C100 10548 769939 SH SOLE 769939 0 0 CONOCOPHILLIPS COM 20825C104 4060 76654 SH SOLE 76654 0 0 DARLING INGREDIENTS INC COM 237266101 36967 502402 SH SOLE 502402 0 0 DENBURY INC COM 24790A101 41308 862568 SH SOLE 862568 0 0 DEVON ENERGY CORP NEW COM 25179M103 34429 1575709 SH SOLE 1575709 0 0 ENPHASE ENERGY INC COM 29355A107 3750 23128 SH SOLE 23128 0 0 EQT CORP COM 26884L109 13089 704461 SH SOLE 704461 0 0 FREEPORT-MCMORAN INC CL B 35671D857 5832 177110 SH SOLE 177110 0 0 HESS CORP COM 42809H107 10150 143441 SH SOLE 143441 0 0 OVINTIV INC COM 69047Q102 36353 1526152 SH SOLE 1526152 0 0 PIONEER NAT RES CO COM 723787107 30207 190197 SH SOLE 190197 0 0 RICE ACQUISITION CORP COM CL A 762594109 5376 531781 SH SOLE 531781 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 20902 533073 SH SOLE 533073 0 0 SCHLUMBERGER LTD COM 806857108 34827 1280881 SH SOLE 1280881 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 19856 570916 SH SOLE 570916 0 0 STAR PEAK CORP II UNIT 99/99/9999 855179206 2760 263770 SH SOLE 263770 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 35574 871484 SH SOLE 871484 0 0 TPG PACE BEN FIN CORP CL A COM G8990D125 11480 586329 SH SOLE 586329 0 0 VALERO ENERGY CORP COM 91913Y100 31778 443823 SH SOLE 443823 0 0