0001420506-23-001179.txt : 20230515 0001420506-23-001179.hdr.sgml : 20230515 20230515161803 ACCESSION NUMBER: 0001420506-23-001179 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23922710 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 03-31-2023 03-31-2023 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 05-15-2023 0 36 1129183925 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR MEREWETHER INVESTMENT MANAGEMENT, LP (6103) ALBEMARLE CORP COM 012653101 6399108 28950 SH SOLE 28950 0 0 ANTERO RESOURCES CORP COM 03674X106 15885297 687973 SH SOLE 687973 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 23345960 1067000 SH SOLE 1067000 0 0 BUNGE LIMITED COM G16962105 10256364 107374 SH SOLE 107374 0 0 CANADIAN NAT RES LTD COM 136385101 46021366 831461 SH SOLE 831461 0 0 CANADIAN SOLAR INC COM 136635109 17188883 431773 SH SOLE 431773 0 0 CENOVUS ENERGY INC COM 15135U109 55755280 3193315 SH SOLE 3193315 0 0 CHART INDS INC COM 16115Q308 5818560 46400 SH SOLE 46400 0 0 CHENIERE ENERGY INC COM NEW 16411R208 630400 4000 SH SOLE 4000 0 0 CHESAPEAKE ENERGY CORP COM 165167735 17846968 234705 SH SOLE 234705 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 50564913 375668 SH SOLE 375668 0 0 CONOCOPHILLIPS COM 20825C104 58999592 594694 SH SOLE 594694 0 0 DENBURY INC COM 24790A101 30919019 352836 SH SOLE 352836 0 0 DOW INC COM 260557103 5482000 100000 SH SOLE 100000 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 8282537 664197 SH SOLE 664197 0 0 EXXON MOBIL CORP COM 30231G102 5561846 50719 SH SOLE 50719 0 0 FLEX LTD ORD Y2573F102 10092186 438600 SH SOLE 438600 0 0 HF SINCLAIR CORP COM 403949100 26202124 541590 SH SOLE 541590 0 0 IMPERIAL OIL LTD COM NEW 453038408 14985744 294700 SH SOLE 294700 0 0 MARATHON OIL CORP COM 565849106 65236755 2722736 SH SOLE 2722736 0 0 MARATHON PETE CORP COM 56585A102 55867485 414355 SH SOLE 414355 0 0 MASTEC INC COM 576323109 30608004 324100 SH SOLE 324100 0 0 METHANEX CORP COM 59151K108 5816250 125000 SH SOLE 125000 0 0 NEXTERA ENERGY INC COM 65339F101 57666554 748139 SH SOLE 748139 0 0 NOBLE CORP PLC ORD SHS A G65431127 14718363 372900 SH SOLE 372900 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 13881420 1322040 SH SOLE 1322040 0 0 RANGE RES CORP COM 75281A109 10357711 391300 SH SOLE 391300 0 0 SCHLUMBERGER LTD COM STK 806857108 73933847 1505781 SH SOLE 1505781 0 0 SHELL PLC SPON ADS 780259305 82891491 1440589 SH SOLE 1440589 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 17404723 763700 SH SOLE 763700 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 28613245 94138 SH SOLE 94138 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 28762590 1841395 SH SOLE 1841395 0 0 TARGA RES CORP COM 87612G101 87987475 1206134 SH SOLE 1206134 0 0 TECHNIPFMC PLC COM G87110105 42709485 3128900 SH SOLE 3128900 0 0 VISTRA CORP COM 92840M102 37658280 1569095 SH SOLE 1569095 0 0 WEATHERFORD INTL PLC ORD SHS G48833118 64832100 1092369 SH SOLE 1092369 0 0