0001420506-23-000690.txt : 20230214 0001420506-23-000690.hdr.sgml : 20230214 20230214161940 ACCESSION NUMBER: 0001420506-23-000690 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23629707 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 X0202 13F-HR LIVE false true false 0001736852 XXXXXXXX 12-31-2022 12-31-2022 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 02-14-2023 0 31 1023677506 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR MEREWETHER INVESTMENT MANAGEMENT, LP (5745) AES CORP COM 00130H105 5557985 193254 SH SOLE 193254 0 0 ANTERO RESOURCES CORP COM 03674X106 10882851 351173 SH SOLE 351173 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 19898611 1029416 SH SOLE 1029416 0 0 BUNGE LIMITED COM G16962105 36453464 365375 SH SOLE 365375 0 0 CANADIAN NAT RES LTD COM 136385101 26621082 479400 SH SOLE 479400 0 0 CENOVUS ENERGY INC COM 15135U109 77488505 3992195 SH SOLE 3992195 0 0 CHENIERE ENERGY INC COM NEW 16411R208 599840 4000 SH SOLE 4000 0 0 CHESAPEAKE ENERGY CORP COM 165167735 16486911 174705 SH SOLE 174705 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 44505798 325311 SH SOLE 325311 0 0 CLEARWAY ENERGY INC CL C 18539C204 211936 6650 SH SOLE 6650 0 0 CONOCOPHILLIPS COM 20825C104 53481730 453235 SH SOLE 453235 0 0 DARLING INGREDIENTS INC COM 237266101 13225267 211300 SH SOLE 211300 0 0 DENBURY INC COM 24790A101 26474617 304236 SH SOLE 304236 0 0 DIAMONDBACK ENERGY INC COM 25278X109 2639033 19294 SH SOLE 19294 0 0 DUPONT DE NEMOURS INC COM 26614N102 17830074 259800 SH SOLE 259800 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 7782779 655668 SH SOLE 655668 0 0 ENERPLUS CORP COM 292766102 11973810 678900 SH SOLE 678900 0 0 EXXON MOBIL CORP COM 30231G102 72884475 660784 SH SOLE 660784 0 0 HALLIBURTON CO COM 406216101 68324074 1736317 SH SOLE 1736317 0 0 MARATHON OIL CORP COM 565849106 52703530 1946935 SH SOLE 1946935 0 0 MASTEC INC COM 576323109 14275709 167300 SH SOLE 167300 0 0 NEXTERA ENERGY INC COM 65339F101 49268740 589339 SH SOLE 589339 0 0 SCHLUMBERGER LTD COM STK 806857108 58229060 1089208 SH SOLE 1089208 0 0 SHELL PLC SPON ADS 780259305 67697376 1188716 SH SOLE 1188716 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 39017043 137738 SH SOLE 137738 0 0 SUNCOR ENERGY INC NEW COM 867224107 26718183 842048 SH SOLE 842048 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 31208088 1732820 SH SOLE 1732820 0 0 TARGA RES CORP COM 87612G101 71031209 966411 SH SOLE 966411 0 0 TENARIS S A SPONSORED ADS 88031M109 34892362 992388 SH SOLE 992388 0 0 VISTRA CORP COM 92840M102 24322764 1048395 SH SOLE 1048395 0 0 WEATHERFORD INTL PLC ORD SHS G48833118 40990600 805000 SH SOLE 805000 0 0