0001420506-23-002204.txt : 20231114 0001420506-23-002204.hdr.sgml : 20231114 20231114161226 ACCESSION NUMBER: 0001420506-23-002204 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231406285 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 09-30-2023 09-30-2023 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 11-14-2023 0 40 1653408886 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR MEREWETHER INVESTMENT MANAGEMENT, LP (6845) ANTERO RESOURCES CORP COM 03674X106 8362710 329500 SH SOLE 329500 0 0 APTIV PLC SHS G6095L109 13427958 136200 SH SOLE 136200 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 10555783 475700 SH SOLE 475700 0 0 AUTOLIV INC COM 052800109 16112160 167000 SH SOLE 167000 0 0 BAKER HUGHES COMPANY CL A 05722G100 38082024 1078200 SH SOLE 1078200 0 0 BP PLC SPONSORED ADR 055622104 40594048 1048400 SH SOLE 1048400 0 0 CENOVUS ENERGY INC COM 15135U109 110024289 5284548 SH SOLE 5284548 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 65443866 403800 SH SOLE 403800 0 0 DIAMONDBACK ENERGY INC COM 25278X109 61047656 394161 SH SOLE 394161 0 0 ENERPLUS CORP COM 292766102 20760506 1177567 SH SOLE 1177567 0 0 EQT CORP COM 26884L109 65173387 1606047 SH SOLE 1606047 0 0 EXPRO GROUP HOLDINGS NV COM N3144W105 37569879 1617300 SH SOLE 1617300 0 0 EXXON MOBIL CORP COM 30231G102 107416620 913562 SH SOLE 913562 0 0 FIRST SOLAR INC COM 336433107 44194542 273498 SH SOLE 273498 0 0 FIRSTENERGY CORP COM 337932107 46853944 1370800 SH SOLE 1370800 0 0 FLEX LTD ORD Y2573F102 58065277 2152160 SH SOLE 2152160 0 0 HF SINCLAIR CORP COM 403949100 52722873 926100 SH SOLE 926100 0 0 LIVENT CORP COM 53814L108 14643314 795400 SH SOLE 795400 0 0 MARATHON OIL CORP COM 565849106 46044160 1721277 SH SOLE 1721277 0 0 MASTEC INC COM 576323109 1630336 22653 SH SOLE 22653 0 0 NEXTRACKER INC CLASS A COM 65290E101 20252568 504297 SH SOLE 504297 0 0 NUCOR CORP COM 670346105 7020115 44900 SH SOLE 44900 0 0 NVENT ELECTRIC PLC SHS G6700G107 8859928 167200 SH SOLE 167200 0 0 OVINTIV INC COM 69047Q102 46689955 981500 SH SOLE 981500 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 36288713 2599478 SH SOLE 2599478 0 0 PHILLIPS 66 COM 718546104 73615905 612700 SH SOLE 612700 0 0 PIONEER NAT RES CO COM 723787107 85358627 371852 SH SOLE 371852 0 0 PPG INDS INC COM 693506107 18081140 139300 SH SOLE 139300 0 0 RIO TINTO PLC SPONSORED ADR 767204100 13905340 218500 SH SOLE 218500 0 0 SCORPIO TANKERS INC SHS Y7542C130 13178220 243500 SH SOLE 243500 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 25275721 1384971 SH SOLE 1384971 0 0 SOUTHERN CO COM 842587107 51143038 790220 SH SOLE 790220 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 236601 22598 SH SOLE 22598 0 0 TARGA RES CORP COM 87612G101 117371510 1369243 SH SOLE 1369243 0 0 TE CONNECTIVITY LTD SHS H84989104 10306108 83430 SH SOLE 83430 0 0 TECHNIPFMC PLC COM G87110105 51867366 2550018 SH SOLE 2550018 0 0 TENARIS S A SPONSORED ADS 88031M109 35142360 1112100 SH SOLE 1112100 0 0 VISTRA CORP COM 92840M102 106609895 3213077 SH SOLE 3213077 0 0 WEATHERFORD INTL PLC ORD SHS G48833118 54611260 604575 SH SOLE 604575 0 0 WESCO INTL INC COM 95082P105 18869184 131200 SH SOLE 131200 0 0