0001420506-23-001692.txt : 20230814
0001420506-23-001692.hdr.sgml : 20230814
20230814162205
ACCESSION NUMBER: 0001420506-23-001692
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230814
DATE AS OF CHANGE: 20230814
EFFECTIVENESS DATE: 20230814
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: 231170654
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
06-30-2023
06-30-2023
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
08-14-2023
0
34
1376284554
false
INFORMATION TABLE
2
Form13F_InfoTable.xml
INFORMATION TABLE FOR MEREWETHER INVESTMENT MANAGEMENT, LP (6472)
ALBEMARLE CORP
COM
012653101
6876972
30826
SH
SOLE
30826
0
0
APTIV PLC
SHS
G6095L109
46461159
455100
SH
SOLE
455100
0
0
CENOVUS ENERGY INC
COM
15135U109
67414811
3970248
SH
SOLE
3970248
0
0
CHORD ENERGY CORPORATION
COM NEW
674215207
60175019
391255
SH
SOLE
391255
0
0
CONOCOPHILLIPS
COM
20825C104
38001351
366773
SH
SOLE
366773
0
0
DIAMONDBACK ENERGY INC
COM
25278X109
24848189
189161
SH
SOLE
189161
0
0
DOW INC
COM
260557103
5718899
107377
SH
SOLE
107377
0
0
ENERPLUS CORP
COM
292766102
17619641
1217667
SH
SOLE
1217667
0
0
EQT CORP
COM
26884L109
66016365
1605066
SH
SOLE
1605066
0
0
EXXON MOBIL CORP
COM
30231G102
6066275
56562
SH
SOLE
56562
0
0
FIRST SOLAR INC
COM
336433107
16309342
85798
SH
SOLE
85798
0
0
FLEX LTD
ORD
Y2573F102
40778950
1475360
SH
SOLE
1475360
0
0
IMPERIAL OIL LTD
COM NEW
453038408
26853179
524465
SH
SOLE
524465
0
0
MARATHON OIL CORP
COM
565849106
61983123
2692577
SH
SOLE
2692577
0
0
MARATHON PETE CORP
COM
56585A102
35456311
304085
SH
SOLE
304085
0
0
MASTEC INC
COM
576323109
31751979
269153
SH
SOLE
269153
0
0
METHANEX CORP
COM
59151K108
5415250
130898
SH
SOLE
130898
0
0
NEXTERA ENERGY INC
COM
65339F101
23351630
314712
SH
SOLE
314712
0
0
NEXTRACKER INC
CLASS A COM
65290E101
29785842
748200
SH
SOLE
748200
0
0
NOBLE CORP PLC
ORD SHS A
G65431127
25748730
623305
SH
SOLE
623305
0
0
OVINTIV INC
COM
69047Q102
20359836
534800
SH
SOLE
534800
0
0
PERMIAN RESOURCES CORP
CLASS A COM
71424F105
38914335
3550578
SH
SOLE
3550578
0
0
PIONEER NAT RES CO
COM
723787107
60714513
293052
SH
SOLE
293052
0
0
RIO TINTO PLC
SPONSORED ADR
767204100
15960000
250000
SH
SOLE
250000
0
0
SCHLUMBERGER LTD
COM STK
806857108
88526815
1802256
SH
SOLE
1802256
0
0
SHELL PLC
SPON ADS
780259305
91505769
1515498
SH
SOLE
1515498
0
0
SHOALS TECHNOLOGIES GROUP IN
CL A
82489W107
25668962
1004263
SH
SOLE
1004263
0
0
SOUTHERN CO
COM
842587107
44322130
630920
SH
SOLE
630920
0
0
SUNNOVA ENERGY INTL INC.
COM
86745K104
33030434
1803956
SH
SOLE
1803956
0
0
TARGA RES CORP
COM
87612G101
104199392
1369243
SH
SOLE
1369243
0
0
TECHNIPFMC PLC
COM
G87110105
56611343
3406218
SH
SOLE
3406218
0
0
VISTRA CORP
COM
92840M102
82377146
3138177
SH
SOLE
3138177
0
0
WEATHERFORD INTL PLC
ORD SHS
G48833118
62831660
945975
SH
SOLE
945975
0
0
WESCO INTL INC
COM
95082P105
14629202
81700
SH
SOLE
81700
0
0