0001420506-22-000470.txt : 20220214 0001420506-22-000470.hdr.sgml : 20220214 20220214162508 ACCESSION NUMBER: 0001420506-22-000470 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Merewether Investment Management, LP CENTRAL INDEX KEY: 0001736852 IRS NUMBER: 822252147 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20874 FILM NUMBER: 22632690 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 12-31-2021 12-31-2021 false Merewether Investment Management, LP
1900 N PEARL ST SUITE 2175 DALLAS TX 75201
13F HOLDINGS REPORT 028-20874 N
Janice Ezell CFO/CCO 214.453.5527 Janice Ezell, CFO/CCO DALLAS TX 02-14-2022 0 40 942733 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR MEREWETHER INVESTMENT MANAGEMENT, LP AEMETIS INC COM NEW 00770K202 4827 392465 SH SOLE 392465 0 0 AES CORP COM 00130H105 53040 2182699 SH SOLE 2182699 0 0 ALBEMARLE CORP COM 012653101 22510 96290 SH SOLE 96290 0 0 ALCOA CORP COM 013872106 6286 105500 SH SOLE 105500 0 0 ANTERO RESOURCES CORP COM 03674X106 15560 889115 SH SOLE 889115 0 0 ANTERO RESOURCES CORP COM 03674X106 8750 500000 SH Put SOLE 500000 0 0 APTIV PLC SHS G6095L109 20567 124685 SH SOLE 124685 0 0 ARCHAEA ENERGY INC COM CL A 03940F103 28807 1575902 SH SOLE 1575902 0 0 BAKER HUGHES COMPANY CL A 05722G100 2406 100000 SH SOLE 100000 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 13851 324296 SH SOLE 324296 0 0 CENOVUS ENERGY INC COM 15135U109 37248 3033250 SH SOLE 3033250 0 0 CHENIERE ENERGY INC COM NEW 16411R208 33469 330000 SH SOLE 330000 0 0 CLEARWAY ENERGY INC CL C 18539C204 623 17300 SH SOLE 17300 0 0 CONOCOPHILLIPS COM 20825C104 65920 913268 SH SOLE 913268 0 0 DARLING INGREDIENTS INC COM 237266101 24853 358682 SH SOLE 358682 0 0 DENBURY INC COM 24790A101 6282 82018 SH SOLE 82018 0 0 EOG RES INC COM 26875P101 27981 315000 SH SOLE 315000 0 0 EXXON MOBIL CORP COM 30231G102 33107 541054 SH SOLE 541054 0 0 FLUENCE ENERGY INC COM CL A 34379V103 30048 845000 SH SOLE 845000 0 0 GENERAC HLDGS INC COM 368736104 29009 82432 SH SOLE 82432 0 0 KOSMOS ENERGY LTD COM 500688106 12975 3750000 SH SOLE 3750000 0 0 LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 2291 230000 SH SOLE 230000 0 0 MARATHON OIL CORP COM 565849106 49387 3007764 SH SOLE 3007764 0 0 MPLX LP COM UNIT REP LTD 55336V100 2489 84129 SH SOLE 84129 0 0 NXP SEMICONDUCTORS N V COM N6596X109 727 3190 SH SOLE 3190 0 0 OCCIDENTAL PETE CORP COM 674599105 3769 130000 SH SOLE 130000 0 0 OLIN CORP COM PAR $1 680665205 28760 500000 SH SOLE 500000 0 0 OVINTIV INC COM 69047Q102 70472 2091172 SH SOLE 2091172 0 0 PHILLIPS 66 COM 718546104 52443 723750 SH SOLE 723750 0 0 PIEDMONT LITHIUM INC COM 72016P105 15587 297120 SH SOLE 297120 0 0 QUANTA SVCS INC COM 74762E102 587 5117 SH SOLE 5117 0 0 RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118 1851 176104 SH SOLE 176104 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 27833 641304 SH SOLE 641304 0 0 SCHLUMBERGER LTD COM STK 806857108 60482 2019434 SH SOLE 2019434 0 0 SUNCOR ENERGY INC NEW COM 867224107 42926 1715000 SH SOLE 1715000 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 15673 561352 SH SOLE 561352 0 0 TARGA RES CORP COM 87612G101 56595 1083365 SH SOLE 1083365 0 0 TE CONNECTIVITY LTD SHS H84989104 984 6100 SH SOLE 6100 0 0 VALERO ENERGY CORP COM 91913Y100 24140 321397 SH SOLE 321397 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 7618 185000 SH SOLE 185000 0 0