0001420506-22-001086.txt : 20220516 0001420506-22-001086.hdr.sgml : 20220516 20220516160946 ACCESSION NUMBER: 0001420506-22-001086 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22929000 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 03-31-2022 03-31-2022 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 05-16-2022 0 33 981531 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR MEREWETHER INVESTMENT MANAGEMENT, LP AEMETIS INC COM NEW 00770K202 4024 317565 SH SOLE 317565 0 0 ALBEMARLE CORP COM 012653101 27149 122765 SH SOLE 122765 0 0 ALCOA CORP COM 013872106 289 3207 SH SOLE 3207 0 0 ANTERO RESOURCES CORP COM 03674X106 60669 1987193 SH SOLE 1987193 0 0 ARCHAEA ENERGY INC COM CL A 03940F103 47744 2177102 SH SOLE 2177102 0 0 CENOVUS ENERGY INC COM 15135U109 37251 2233250 SH SOLE 2233250 0 0 CENTURY ALUM CO COM 156431108 17515 665700 SH SOLE 665700 0 0 CHENIERE ENERGY INC COM NEW 16411R208 13463 97100 SH SOLE 97100 0 0 CLEARWAY ENERGY INC CL C 18539C204 632 17300 SH SOLE 17300 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 4832 150000 SH SOLE 150000 0 0 CONOCOPHILLIPS COM 20825C104 59785 597848 SH SOLE 597848 0 0 DARLING INGREDIENTS INC COM 237266101 5923 73682 SH SOLE 73682 0 0 EXXON MOBIL CORP COM 30231G102 68315 827154 SH SOLE 827154 0 0 FLUENCE ENERGY INC COM CL A 34379V103 10812 824700 SH SOLE 824700 0 0 GENERAC HLDGS INC COM 368736104 16338 54963 SH SOLE 54963 0 0 HALLIBURTON CO COM 406216101 76660 2024291 SH SOLE 2024291 0 0 KOSMOS ENERGY LTD COM 500688106 9299 1293341 SH SOLE 1293341 0 0 LAREDO PETROLEUM INC COM 516806205 30367 383713 SH SOLE 383713 0 0 MARATHON OIL CORP COM 565849106 72494 2887043 SH SOLE 2887043 0 0 NEW FORTRESS ENERGY INC COM CL A 644393100 8991 211000 SH SOLE 211000 0 0 NEXTERA ENERGY INC COM 65339F101 10555 124597 SH SOLE 124597 0 0 OLIN CORP COM PAR $1 680665205 39210 750000 SH SOLE 750000 0 0 OVINTIV INC COM 69047Q102 79476 1469872 SH SOLE 1469872 0 0 PHILLIPS 66 COM 718546104 77211 893750 SH SOLE 893750 0 0 PIEDMONT LITHIUM INC COM 72016P105 25504 349420 SH SOLE 349420 0 0 QUANTA SVCS INC COM 74762E102 673 5117 SH SOLE 5117 0 0 RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118 1761 176104 SH SOLE 176104 0 0 SHELL PLC SPON ADS 780259305 59940 1091204 SH SOLE 1091204 0 0 STEM INC COM 85859N102 3237 294000 SH SOLE 294000 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 10630 460952 SH SOLE 460952 0 0 TARGA RES CORP COM 87612G101 59581 789465 SH SOLE 789465 0 0 TE CONNECTIVITY LTD SHS H84989104 561 4280 SH SOLE 4280 0 0 TENARIS S A SPONSORED ADS 88031M109 40640 1351500 SH SOLE 1351500 0 0