0001420506-21-001290.txt : 20210816 0001420506-21-001290.hdr.sgml : 20210816 20210816163618 ACCESSION NUMBER: 0001420506-21-001290 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Merewether Investment Management, 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: 211179010 BUSINESS ADDRESS: STREET 1: 1900 N PEARL ST STREET 2: SUITE 2175 CITY: DALLAS STATE: TX ZIP: 75201 BUSINESS PHONE: 214.453.5227 MAIL ADDRESS: STREET 1: 1900 N PEARL ST STREET 2: SUITE 2175 CITY: DALLAS STATE: TX ZIP: 75201 FORMER COMPANY: FORMER CONFORMED NAME: Merewether Cyclicals Partners LP DATE OF NAME CHANGE: 20210511 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 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001736852 XXXXXXXX 06-30-2021 06-30-2021 false Merewether Investment Management, LP

1900 N PEARL ST SUITE 2175 DALLAS TX 75201

13F HOLDINGS REPORT 028-20874 N Janice Ezell 214.453.5527 Janice Ezell, CFO/CCO DALLAS TX 08-16-2021 0 34 568702 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR MEREWETHER INVESTMENT MANAGEMENT, LP AEMETIS INC COM NEW 00770K202 7175 642342 SH SOLE 642342 0 0 AES CORP COM 00130H105 24418 936641 SH SOLE 936641 0 0 ALBEMARLE CORP COM 012653101 15915 94475 SH SOLE 94475 0 0 ALTO INGREDIENTS INC COM 021513106 81 13310 SH SOLE 13310 0 0 ANTERO RESOURCES CORP COM 03674X106 20922 1392043 SH SOLE 1392043 0 0 APA CORPORATION COM 03743Q108 17802 823015 SH SOLE 823015 0 0 BAKER HUGHES COMPANY CL A 05722G100 348 15197 SH SOLE 15197 0 0 CANADIAN NAT RES LTD COM 136385101 14303 394248 SH SOLE 394248 0 0 CENOVUS ENERGY INC COM 15135U109 20916 2183250 SH SOLE 2183250 0 0 CHAMPIONX CORPORATION COM 15872M104 15363 598953 SH SOLE 598953 0 0 CHENIERE ENERGY INC COM NEW 16411R208 402 4632 SH SOLE 4632 0 0 CHESAPEAKE ENERGY CORP COM 165167735 245 4718 SH SOLE 4718 0 0 CIMAREX ENERGY CO COM 171798101 517 7139 SH SOLE 7139 0 0 CLIMATE CHANGE CRISIS REAL I CL A COM 18716C100 7504 499608 SH SOLE 499608 0 0 CONOCOPHILLIPS COM 20825C104 34305 563298 SH SOLE 563298 0 0 DARLING INGREDIENTS INC COM 237266101 34379 509324 SH SOLE 509324 0 0 DENBURY INC COM 24790A101 23173 301813 SH SOLE 301813 0 0 DEVON ENERGY CORP NEW COM 25179M103 27396 938542 SH SOLE 938542 0 0 ENPHASE ENERGY INC COM 29355A107 3702 20158 SH SOLE 20158 0 0 EXXON MOBIL CORP COM 30231G102 31891 505571 SH SOLE 505571 0 0 HALLIBURTON CO COM 406216101 13872 600000 SH SOLE 600000 0 0 HESS CORP COM 42809H107 10917 125022 SH SOLE 125022 0 0 OVINTIV INC COM 69047Q102 51687 1642412 SH SOLE 1642412 0 0 PRIMORIS SVCS CORP COM 74164F103 8921 303119 SH SOLE 303119 0 0 RICE ACQUISITION CORP COM CL A 762594109 27126 1502830 SH SOLE 1502830 0 0 RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118 1686 165000 SH SOLE 165000 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 19695 487490 SH SOLE 487490 0 0 SCHLUMBERGER LTD COM STK 806857108 44159 1379539 SH SOLE 1379539 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 1952 54997 SH SOLE 54997 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 6911 71471 SH SOLE 71471 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 31819 844901 SH SOLE 844901 0 0 SUNRUN INC COM 86771W105 15187 272262 SH SOLE 272262 0 0 TARGA RES CORP COM 87612G101 7764 174660 SH SOLE 174660 0 0 VALERO ENERGY CORP COM 91913Y100 26249 336185 SH SOLE 336185 0 0