Merewether Investment Management, LP
DALLAS TX · SEC CIK 0001736852
$53.07亿2026Q2 申报市值
81持仓数
34.3%前十大占比 · 第一大 5.1%
20 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DVN 新建仓+$2.71亿
PSX 加仓+$1.50亿
LNT 新建仓+$1.08亿
HAL 新建仓+$9,060.56万
WCC 新建仓+$8,063.17万
2026Q2 卖出最多 按季末市值估算
COTERRA ENERGY I 清仓-$2.57亿
SRE 清仓-$1.37亿
NRG 清仓-$1.30亿
HUBB 清仓-$1.06亿
XEL 减仓-$7,038.69万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DVN | DEVON ENERGY CORP NEW | $2.71亿 | 5.11% | 6,561,677 | 6,561,677 | — | $2.71亿 | 新建仓 |
| OVV | OVINTIV INC | $2.30亿 | 4.33% | 4,361,717 | 78,403 | 1.8% | $412.79万 | 加仓 |
| ETR | ENTERGY CORP NEW | $2.05亿 | 3.87% | 1,787,604 | 693,062 | 63.3% | $7,960.51万 | 加仓 |
| VST | VISTRA CORP | $2.01亿 | 3.78% | 1,265,438 | 149,817 | 13.4% | $2,376.55万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $1.64亿 | 3.09% | 3,002,575 | -321,948 | -9.7% | -$1,758.48万 | 减仓 |
| PSX | PHILLIPS 66 | $1.64亿 | 3.08% | 967,351 | 885,051 | 1,075.4% | $1.50亿 | 加仓 |
| WMB | WILLIAMS COS INC | $1.62亿 | 3.06% | 2,182,992 | 514,564 | 30.8% | $3,825.27万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $1.51亿 | 2.85% | 2,814,167 | -289,684 | -9.3% | -$1,556.98万 | 减仓 |
| DTM | DT MIDSTREAM INC | $1.39亿 | 2.62% | 946,016 | 111,010 | 13.3% | $1,628.96万 | 加仓 |
| TRGP | TARGA RES CORP | $1.35亿 | 2.54% | 502,928 | -145,512 | -22.4% | -$3,901.76万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $1.31亿 | 2.48% | 2,983,658 | 31,253 | 1.1% | $137.64万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $1.21亿 | 2.28% | 4,871,447 | 99,847 | 2.1% | $247.72万 | 加仓 |
| NVT | NVENT ELEC PLC | $1.15亿 | 2.17% | 677,859 | -272,472 | -28.7% | -$4,621.40万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $1.13亿 | 2.12% | 6,112,296 | -36,219 | -0.6% | -$66.68万 | 减仓 |
| RAL | RALLIANT CORP | $1.12亿 | 2.12% | 1,526,211 | 413,961 | 37.2% | $3,047.99万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $1.08亿 | 2.03% | 1,412,803 | 1,412,803 | — | $1.08亿 | 新建仓 |
| BG | BUNGE GLOBAL SA | $1.03亿 | 1.94% | 965,795 | -152,748 | -13.7% | -$1,630.28万 | 减仓 |
| HAL | HALLIBURTON CO | $9,060.56万 | 1.71% | 2,668,794 | 2,668,794 | — | $9,060.56万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $9,020.21万 | 1.70% | 377,399 | -82,072 | -17.9% | -$1,961.60万 | 减仓 |
| FTI | TECHNIPFMC PLC | $8,594.47万 | 1.62% | 1,296,300 | 460,017 | 55.0% | $3,049.91万 | 加仓 |
| EQT | EQT CORP | $8,386.63万 | 1.58% | 1,577,324 | 507,474 | 47.4% | $2,698.24万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $8,066.09万 | 1.52% | 910,394 | 267,943 | 41.7% | $2,373.97万 | 加仓 |
| WCC | WESCO INTL INC | $8,063.17万 | 1.52% | 233,424 | 233,424 | — | $8,063.17万 | 新建仓 |
| MTZ | MASTEC INC | $7,914.96万 | 1.49% | 190,236 | -32,825 | -14.7% | -$1,365.72万 | 减仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $7,580.54万 | 1.43% | 1,943,728 | 1,943,728 | — | $7,580.54万 | 新建仓 |
| TTE | TOTALENERGIES SE | $7,553.12万 | 1.42% | 971,338 | 21,538 | 2.3% | $167.48万 | 加仓 |
| MPC | MARATHON PETE CORP | $7,378.43万 | 1.39% | 288,592 | -21,908 | -7.1% | -$560.12万 | 减仓 |
| LGN | LEGENCE CORP | $7,267.20万 | 1.37% | 852,658 | 126,322 | 17.4% | $1,076.64万 | 加仓 |
| FIX | COMFORT SYS USA INC | $7,265.83万 | 1.37% | 36,660 | 14,309 | 64.0% | $2,835.97万 | 加仓 |
| INIO | INNIO NV | $7,075.10万 | 1.33% | 1,788,900 | 1,788,900 | — | $7,075.10万 | 新建仓 |
| BP | BP PLC | $6,806.22万 | 1.28% | 1,842,007 | -1,699,390 | -48.0% | -$6,279.25万 | 减仓 |
| CRH | CRH PLC | $6,708.12万 | 1.26% | 626,927 | 288,808 | 85.4% | $3,090.25万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $6,291.15万 | 1.19% | 1,317,795 | -478,847 | -26.7% | -$2,286.02万 | 减仓 |
| TS | TENARIS S A | $6,274.21万 | 1.18% | 1,130,692 | 1,130,692 | — | $6,274.21万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $5,946.42万 | 1.12% | 154,750 | 130,842 | 547.3% | $5,027.73万 | 重新持有 |
| WTTR | SELECT WATER SOLUTIONS INC | $5,905.86万 | 1.11% | 2,955,888 | 66,888 | 2.3% | $133.64万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $5,700.21万 | 1.07% | 699,412 | 699,412 | — | $5,700.21万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $5,501.09万 | 1.04% | 687,465 | -39,169 | -5.4% | -$313.43万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $5,403.63万 | 1.02% | 2,064,029 | 106,199 | 5.4% | $278.03万 | 加仓 |
| BWA | BORGWARNER INC | $5,322.59万 | 1.00% | 801,595 | 801,595 | — | $5,322.59万 | 新建仓 |
| XEL | XCEL ENERGY INC | $5,259.59万 | 0.99% | 654,993 | -876,549 | -57.2% | -$7,038.69万 | 减仓 |
| MEOH | METHANEX CORP | $5,215.19万 | 0.98% | 1,130,053 | 1,130,053 | — | $5,215.19万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $5,026.79万 | 0.95% | 189,326 | 95,818 | 102.5% | $2,544.06万 | 加仓 |
| COP | CONOCOPHILLIPS | $4,780.44万 | 0.90% | 459,835 | -62,357 | -11.9% | -$648.26万 | 减仓 |
| IAG | IAMGOLD CORP | $4,779.01万 | 0.90% | 3,017,051 | 63,509 | 2.2% | $100.60万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $4,635.05万 | 0.87% | 283,819 | -149,465 | -34.5% | -$2,440.91万 | 减仓 |
| BKV | BKV CORP | $4,579.23万 | 0.86% | 1,673,695 | 26,922 | 1.6% | $73.66万 | 加仓 |
| FLEX | FLEX LTD | $4,466.65万 | 0.84% | 275,600 | 275,600 | — | $4,466.65万 | 新建仓 |
| — | EXXON MOBIL CORP | $4,137.99万 | 0.78% | 302,662 | 69,400 | 29.8% | $948.84万 | 加仓 |
| DINO | HF SINCLAIR CORP | $3,516.25万 | 0.66% | 504,845 | -549,590 | -52.1% | -$3,827.89万 | 减仓 |
| FNV | FRANCO NEV CORP | $3,495.79万 | 0.66% | 167,712 | 23,712 | 16.5% | $494.25万 | 加仓 |
| BKH | BLACK HILLS CORP | $3,387.63万 | 0.64% | 455,327 | 455,327 | — | $3,387.63万 | 新建仓 |
| CIFR | CIPHER DIGITAL INC | $3,360.18万 | 0.63% | 1,371,500 | 1,371,500 | — | $3,360.18万 | 新建仓 |
| SDRL | SEADRILL LTD | $3,353.68万 | 0.63% | 886,747 | 19,409 | 2.2% | $73.40万 | 加仓 |
| ECL | ECOLAB INC | $3,295.96万 | 0.62% | 118,300 | 118,300 | — | $3,295.96万 | 新建仓 |
| CENX | CENTURY ALUM CO | $3,190.96万 | 0.60% | 693,537 | 178,737 | 34.7% | $822.37万 | 加仓 |
| HUT | HUT 8 CORP | $3,107.98万 | 0.59% | 269,217 | 154,308 | 134.3% | $1,781.41万 | 加仓 |
| SUNC | SUNOCOCORP LLC | $3,086.43万 | 0.58% | 456,100 | 456,100 | — | $3,086.43万 | 新建仓 |
| CGAU | CENTERRA GOLD INC | $2,967.50万 | 0.56% | 1,873,130 | -391,393 | -17.3% | -$620.06万 | 减仓 |
| NUE | NUCOR CORP | $2,891.14万 | 0.54% | 129,793 | -163,321 | -55.7% | -$3,637.98万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $2,355.92万 | 0.44% | 391,406 | 363,233 | 1,289.3% | $2,186.35万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $2,353.88万 | 0.44% | 374,286 | -624,478 | -62.5% | -$3,927.34万 | 减仓 |
| NXT | NEXTPOWER INC | $2,319.72万 | 0.44% | 194,705 | 61,498 | 46.2% | $732.69万 | 加仓 |
| B | BARRICK MNG CORP | $2,220.82万 | 0.42% | 604,634 | -726,366 | -54.6% | -$2,667.94万 | 重新持有 |
| PRIM | PRIMORIS SVCS CORP | $2,100.48万 | 0.40% | 211,913 | -462,926 | -68.6% | -$4,588.52万 | 减仓 |
| EROK | EAGLEROCK LD LLC | $1,855.63万 | 0.35% | 873,238 | 873,238 | — | $1,855.63万 | 新建仓 |
| ARIS | ARIS MINING CORPORATION | $1,790.99万 | 0.34% | 1,202,125 | -194,271 | -13.9% | -$289.44万 | 减仓 |
| ET | ENERGY TRANSFER L P | $1,598.05万 | 0.30% | 835,800 | 319,600 | 61.9% | $611.08万 | 加仓 |
| LAR | LITHIUM ARGENTINA AG | $1,273.60万 | 0.24% | 1,540,027 | 1,540,027 | — | $1,273.60万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $1,259.71万 | 0.24% | 73,124 | 1,615 | 2.3% | $27.82万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $1,168.00万 | 0.22% | 210,451 | 37,051 | 21.4% | $205.63万 | 加仓 |
| SLI | STANDARD LITHIUM CORP | $1,115.79万 | 0.21% | 4,057,435 | 85,039 | 2.1% | $23.39万 | 加仓 |
| TGB | TREKOR METALS LTD | $1,032.00万 | 0.19% | 1,500,000 | 1,500,000 | — | $1,032.00万 | 新建仓 |
| TBN | TAMBORAN RES CORP | $957.34万 | 0.18% | 294,477 | 191,158 | 185.0% | $621.46万 | 加仓 |
| GM | GENERAL MTRS CO | $807.22万 | 0.15% | 104,725 | 78,097 | 293.3% | $601.97万 | 加仓 |
| DNN | DENISON MINES CORP | $596.13万 | 0.11% | 1,948,152 | -2,260,008 | -53.7% | -$691.56万 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $496.04万 | 0.09% | 189,399 | -842,176 | -81.6% | -$2,205.66万 | 减仓 |
| XE | X-ENERGY INC | $411.84万 | 0.08% | 224,312 | 224,312 | — | $411.84万 | 新建仓 |
| WLK | WESTLAKE CORPORATION | $390.10万 | 0.07% | 53,439 | -166,461 | -75.7% | -$1,215.17万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $384.63万 | 0.07% | 28,357 | -57,103 | -66.8% | -$774.54万 | 减仓 |
| DPC | DPC HOLDINGS PLC | $122.65万 | 0.02% | 25,000 | 25,000 | — | $122.65万 | 新建仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -7,301,691 | -100.0% | -$2.57亿 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -1,412,788 | -100.0% | -$1.37亿 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -890,906 | -100.0% | -$1.30亿 | 清仓 |
| HUBB | HUBBELL INC | $0 | 0.00% | 0 | -216,337 | -100.0% | -$1.06亿 | 清仓 |
| VG | VENTURE GLOBAL INC | $0 | 0.00% | 0 | -4,154,300 | -100.0% | -$6,547.18万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -654,687 | -100.0% | -$5,274.16万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -266,065 | -100.0% | -$5,262.50万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -431,690 | -100.0% | -$4,739.09万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -951,200 | -100.0% | -$4,036.89万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -73,528 | -100.0% | -$3,955.95万 | 清仓 |
| NE | NOBLE CORP PLC | $0 | 0.00% | 0 | -779,215 | -100.0% | -$3,823.61万 | 清仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $0 | 0.00% | 0 | -3,003,324 | -100.0% | -$3,252.60万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -233,810 | -100.0% | -$2,539.41万 | 清仓 |
| PARR | PAR PAC HOLDINGS INC | $0 | 0.00% | 0 | -369,465 | -100.0% | -$2,314.33万 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -623,377 | -100.0% | -$1,853.30万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -75,100 | -100.0% | -$552.06万 | 清仓 |
| CE | CELANESE CORP DEL | $0 | 0.00% | 0 | -74,600 | -100.0% | -$490.64万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -9,640 | -100.0% | -$173.07万 | 清仓 |
| GTX | GARRETT MOTION INC | $0 | 0.00% | 0 | -78,363 | -100.0% | -$142.39万 | 清仓 |