Merewether Investment Management, LP - Q12026 Holdings

Merewether Investment Management, LP holds 79 stocks with a total portfolio value of $ 5.16B as of Q12026. In Q12026, Merewether Investment Management, LP added 23 new positions, increased stakes in 20 stocks, reduced 36 holdings, and fully exited 21 positions. The largest holding is Coterra Energy Inc (CTRA), representing 4.97% of the total portfolio.