0001420506-24-000466.txt : 20240214 0001420506-24-000466.hdr.sgml : 20240214 20240214161042 ACCESSION NUMBER: 0001420506-24-000466 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Merewether Investment Management, LP CENTRAL INDEX KEY: 0001736852 ORGANIZATION NAME: 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: 24638155 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 12-31-2023 12-31-2023 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 02-14-2024 0 45 1693340979 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR MEREWETHER INVESTMENT MANAGEMENT, LP (7191) APTIV PLC SHS G6095L109 25483710 284036 SH SOLE 284036 0 0 AUTOLIV INC COM 052800109 20362671 184796 SH SOLE 184796 0 0 BAKER HUGHES COMPANY CL A 05722G100 89124418 2607502 SH SOLE 2607502 0 0 CANADIAN NAT RES LTD COM 136385101 21844827 333407 SH SOLE 333407 0 0 CHENIERE ENERGY INC COM NEW 16411R208 2014378 11800 SH SOLE 11800 0 0 CHEVRON CORP NEW COM 166764100 66030149 442680 SH SOLE 442680 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 72910140 438610 SH SOLE 438610 0 0 CRESCENT PT ENERGY CORP COM 22576C101 13636009 1967678 SH SOLE 1967678 0 0 DARLING INGREDIENTS INC COM 237266101 21684935 435091 SH SOLE 435091 0 0 DIAMONDBACK ENERGY INC COM 25278X109 53534081 345203 SH SOLE 345203 0 0 ENERPLUS CORP COM 292766102 18961206 1236063 SH SOLE 1236063 0 0 EQT CORP COM 26884L109 28008977 724495 SH SOLE 724495 0 0 EXPRO GROUP HOLDINGS NV COM N3144W105 4316517 271138 SH SOLE 271138 0 0 EXXON MOBIL CORP COM 30231G102 92881320 928999 SH SOLE 928999 0 0 FIRST SOLAR INC COM 336433107 17748630 103022 SH SOLE 103022 0 0 FLEX LTD ORD Y2573F102 13038068 428039 SH SOLE 428039 0 0 FREEPORT-MCMORAN INC CL B 35671D857 24907324 585091 SH SOLE 585091 0 0 HF SINCLAIR CORP COM 403949100 41748685 751281 SH SOLE 751281 0 0 ITRON INC COM 465741106 1676322 22200 SH SOLE 22200 0 0 LOUISIANA PAC CORP COM 546347105 12013689 169613 SH SOLE 169613 0 0 MARATHON OIL CORP COM 565849106 53608262 2218885 SH SOLE 2218885 0 0 MASTEC INC COM 576323109 1688556 22300 SH SOLE 22300 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 21102229 693924 SH SOLE 693924 0 0 NEXTRACKER INC CLASS A COM 65290E101 21533900 459635 SH SOLE 459635 0 0 NUCOR CORP COM 670346105 4894179 28121 SH SOLE 28121 0 0 NVENT ELECTRIC PLC SHS G6700G107 23782425 402478 SH SOLE 402478 0 0 ONEOK INC NEW COM 682680103 47192194 672062 SH SOLE 672062 0 0 OVINTIV INC COM 69047Q102 40459895 921218 SH SOLE 921218 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 41304410 3037089 SH SOLE 3037089 0 0 PHILLIPS 66 COM 718546104 100284643 753227 SH SOLE 753227 0 0 PPG INDS INC COM 693506107 61207525 409278 SH SOLE 409278 0 0 RIO TINTO PLC SPONSORED ADR 767204100 24905530 334482 SH SOLE 334482 0 0 SCORPIO TANKERS INC SHS Y7542C130 11602768 190835 SH SOLE 190835 0 0 SHELL PLC SPON ADS 780259305 83740238 1272648 SH SOLE 1272648 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 13684058 880570 SH SOLE 880570 0 0 SOUTHWESTERN ENERGY CO COM 845467109 20912755 3192787 SH SOLE 3192787 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 157045 10298 SH SOLE 10298 0 0 TARGA RES CORP COM 87612G101 124809604 1436740 SH SOLE 1436740 0 0 TECHNIPFMC PLC COM G87110105 55926182 2776871 SH SOLE 2776871 0 0 TECK RESOURCES LTD CL B 878742204 41670485 985817 SH SOLE 985817 0 0 TENARIS S A SPONSORED ADS 88031M109 21621693 622028 SH SOLE 622028 0 0 VALERO ENERGY CORP COM 91913Y100 34768370 267449 SH SOLE 267449 0 0 VISTRA CORP COM 92840M102 132767654 3446720 SH SOLE 3446720 0 0 WEATHERFORD INTL PLC ORD SHS G48833118 64731078 661669 SH SOLE 661669 0 0 WESCO INTL INC COM 95082P105 3059245 17594 SH SOLE 17594 0 0