# EDGAR Filing Document

**Accession Number:** 0001736852
**File Stem:** 0001420506-26-001143
**Filing Date:** 2026-5
**Character Count:** 11921
**Document Hash:** 9eddc83f418f62eb1d237dd27a9bf4b9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-26-001143.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001420506-26-001143

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Merewether Investment Management, LP
- **CENTRAL INDEX KEY:** 0001736852

**ORGANIZATION NAME:**
- **EIN:** 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:** 26987121

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Merewether Investment Management LP<br>**Address:** 1900 N PEARL ST<br>SUITE 2175<br>DALLAS, TX 75201

**Form 13F File Number:** 028-20874

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Janice Ezell<br>**Title:** CFO/CCO<br>**Phone:** 214.453.5527

**Signature, Place, and Date of Signing:**

Janice Ezell CFO/CCO  DALLAS, TX  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 79

**Form 13F Information Table Value Total:** $5164986517

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALBEMARLE CORP | COM | 012653101 |  | 1730669 | 9640 | SH |  | SOLE |  | 9640 | 0 | 0 |
| ANTERO RESOURCES CORP | COM | 03674X106 |  | 40368928 | 951200 | SH |  | SOLE |  | 951200 | 0 | 0 |
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 |  | 1426978 | 28173 | SH |  | SOLE |  | 28173 | 0 | 0 |
| ARIS MINING CORPORATION | COM | 04040Y109 |  | 25919952 | 1396396 | SH |  | SOLE |  | 1396396 | 0 | 0 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 13209142 | 71509 | SH |  | SOLE |  | 71509 | 0 | 0 |
| BAKER HUGHES COMPANY | CL A | 05722G100 |  | 10586070 | 173400 | SH |  | SOLE |  | 173400 | 0 | 0 |
| BKV CORP | COM | 05603J108 |  | 46965966 | 1646773 | SH |  | SOLE |  | 1646773 | 0 | 0 |
| BP PLC | SPONSORED ADR | 055622104 |  | 166445659 | 3541397 | SH |  | SOLE |  | 3541397 | 0 | 0 |
| BUNGE GLOBAL SA | COM SHS | H11356104 |  | 142278670 | 1118543 | SH |  | SOLE |  | 1118543 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 |  | 25394104 | 233810 | SH |  | SOLE |  | 233810 | 0 | 0 |
| CELANESE CORP DEL | COM | 150870103 |  | 4906442 | 74600 | SH |  | SOLE |  | 74600 | 0 | 0 |
| CENOVUS ENERGY INC | COM | 15135U109 |  | 126590548 | 4771600 | SH |  | SOLE |  | 4771600 | 0 | 0 |
| CENTERPOINT ENERGY INC | COM | 15189T107 |  | 127425800 | 2952405 | SH |  | SOLE |  | 2952405 | 0 | 0 |
| CENTERRA GOLD INC | COM | 152006102 |  | 40146443 | 2264523 | SH |  | SOLE |  | 2264523 | 0 | 0 |
| CENTURY ALUM CO | COM | 156431108 |  | 30213612 | 514800 | SH |  | SOLE |  | 514800 | 0 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 130379491 | 459471 | SH |  | SOLE |  | 459471 | 0 | 0 |
| COMFORT SYS USA INC | COM | 199908104 |  | 30821805 | 22351 | SH |  | SOLE |  | 22351 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 68929344 | 522192 | SH |  | SOLE |  | 522192 | 0 | 0 |
| CORE NATURAL RESOURCES INC | COM SHS | 218937100 |  | 76100379 | 726634 | SH |  | SOLE |  | 726634 | 0 | 0 |
| COTERRA ENERGY INC | COM | 127097103 |  | 256581422 | 7301691 | SH |  | SOLE |  | 7301691 | 0 | 0 |
| CRH PLC | ORD | G25508105 |  | 35543069 | 338119 | SH |  | SOLE |  | 338119 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 39559535 | 73528 | SH |  | SOLE |  | 73528 | 0 | 0 |
| DARLING INGREDIENTS INC | COM | 237266101 |  | 205621748 | 3324523 | SH |  | SOLE |  | 3324523 | 0 | 0 |
| DENISON MINES CORP | COM | 248356107 |  | 14854805 | 4208160 | SH |  | SOLE |  | 4208160 | 0 | 0 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 52624996 | 266065 | SH |  | SOLE |  | 266065 | 0 | 0 |
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 |  | 112450258 | 835006 | SH |  | SOLE |  | 835006 | 0 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 3914068 | 85460 | SH |  | SOLE |  | 85460 | 0 | 0 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 9962660 | 516200 | SH |  | SOLE |  | 516200 | 0 | 0 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 122982739 | 1094542 | SH |  | SOLE |  | 1094542 | 0 | 0 |
| EQT CORP | COM | 26884L109 |  | 68085254 | 1069850 | SH |  | SOLE |  | 1069850 | 0 | 0 |
| EXPAND ENERGY CORPORATION | COM | 165167735 |  | 47390928 | 431690 | SH |  | SOLE |  | 431690 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 39575231 | 233262 | SH |  | SOLE |  | 233262 | 0 | 0 |
| FLOWSERVE CORP | COM | 34354P105 |  | 5520601 | 75100 | SH |  | SOLE |  | 75100 | 0 | 0 |
| FRANCO NEV CORP | COM | 351858105 |  | 35575200 | 144000 | SH |  | SOLE |  | 144000 | 0 | 0 |
| FREEPORT MCMORAN INC | CL B | 35671D857 |  | 58707348 | 998764 | SH |  | SOLE |  | 998764 | 0 | 0 |
| GARRETT MOTION INC | COM | 366505105 |  | 1423856 | 78363 | SH |  | SOLE |  | 78363 | 0 | 0 |
| GENERAL MTRS CO | COM | 37045V100 |  | 1983786 | 26628 | SH |  | SOLE |  | 26628 | 0 | 0 |
| HF SINCLAIR CORP | COM | 403949100 |  | 65786200 | 1054435 | SH |  | SOLE |  | 1054435 | 0 | 0 |
| HUBBELL INC | COM | 443510607 |  | 106165219 | 216337 | SH |  | SOLE |  | 216337 | 0 | 0 |
| HUT 8 CORP | COM | 44812J104 |  | 5390381 | 114909 | SH |  | SOLE |  | 114909 | 0 | 0 |
| IAMGOLD CORP | COM | 450913108 |  | 55585660 | 2953542 | SH |  | SOLE |  | 2953542 | 0 | 0 |
| JAMES HARDIE INDS PLC | ORD SHS | G4253H101 |  | 37081300 | 1957830 | SH |  | SOLE |  | 1957830 | 0 | 0 |
| LEGENCE CORP | CL A | 52476L109 |  | 41008931 | 726336 | SH |  | SOLE |  | 726336 | 0 | 0 |
| LIBERTY ENERGY INC | COM CL A | 53115L104 |  | 29709360 | 1031575 | SH |  | SOLE |  | 1031575 | 0 | 0 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 |  | 23290973 | 93508 | SH |  | SOLE |  | 93508 | 0 | 0 |
| LYONDELLBASELL INDUSTRIES NV | SHS - A - | N53745100 |  | 52741585 | 654687 | SH |  | SOLE |  | 654687 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 75817890 | 310500 | SH |  | SOLE |  | 310500 | 0 | 0 |
| MASTEC INC | COM | 576323109 |  | 71767646 | 223061 | SH |  | SOLE |  | 223061 | 0 | 0 |
| NEXTPOWER INC | CLASS A COM | 65290E101 |  | 16058104 | 133207 | SH |  | SOLE |  | 133207 | 0 | 0 |
| NOBLE CORP PLC | ORD SHS A | G65431127 |  | 38236080 | 779215 | SH |  | SOLE |  | 779215 | 0 | 0 |
| NRG ENERGY INC | COM NEW | 629377508 |  | 130197003 | 890906 | SH |  | SOLE |  | 890906 | 0 | 0 |
| NUCOR CORP | COM | 670346105 |  | 49565577 | 293114 | SH |  | SOLE |  | 293114 | 0 | 0 |
| NVENT ELEC PLC | SHS | G6700G107 |  | 112405151 | 950331 | SH |  | SOLE |  | 950331 | 0 | 0 |
| OLIN CORP | COM PAR $1 | 680665205 |  | 18532998 | 623377 | SH |  | SOLE |  | 623377 | 0 | 0 |
| OVINTIV INC | COM | 69047Q102 |  | 254257519 | 4283314 | SH |  | SOLE |  | 4283314 | 0 | 0 |
| PAR PAC HOLDINGS INC | COM NEW | 69888T207 |  | 23143288 | 369465 | SH |  | SOLE |  | 369465 | 0 | 0 |
| PATTERSON-UTI ENERGY INC | COM | 703481101 |  | 32525999 | 3003324 | SH |  | SOLE |  | 3003324 | 0 | 0 |
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 |  | 131086340 | 6148515 | SH |  | SOLE |  | 6148515 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 14993414 | 82300 | SH |  | SOLE |  | 82300 | 0 | 0 |
| PRIMORIS SVCS CORP | COM | 74164F103 |  | 96528971 | 674839 | SH |  | SOLE |  | 674839 | 0 | 0 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 |  | 49992308 | 433284 | SH |  | SOLE |  | 433284 | 0 | 0 |
| RALLIANT CORP | COM | 750940108 |  | 46258478 | 1112250 | SH |  | SOLE |  | 1112250 | 0 | 0 |
| SEADRILL LTD | COM | G7997W102 |  | 39463879 | 867338 | SH |  | SOLE |  | 867338 | 0 | 0 |
| SELECT WATER SOLUTIONS INC | CL A COM | 81617J301 |  | 44201700 | 2889000 | SH |  | SOLE |  | 2889000 | 0 | 0 |
| SEMPRA | COM | 816851109 |  | 137280610 | 1412788 | SH |  | SOLE |  | 1412788 | 0 | 0 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 |  | 63277731 | 1796642 | SH |  | SOLE |  | 1796642 | 0 | 0 |
| SOLSTICE ADVANCED MATLS INC | COM SHS | 83443Q103 |  | 48929068 | 642451 | SH |  | SOLE |  | 642451 | 0 | 0 |
| STANDARD LITHIUM LTD | COM | 853606101 |  | 13545870 | 3972396 | SH |  | SOLE |  | 3972396 | 0 | 0 |
| SUNCOR ENERGY INC NEW | COM | 867224107 |  | 205228221 | 3103851 | SH |  | SOLE |  | 3103851 | 0 | 0 |
| TAMBORAN RES CORP | COM | 87507T101 |  | 3443261 | 68879 | SH |  | SOLE |  | 68879 | 0 | 0 |
| TARGA RES CORP | COM | 87612G101 |  | 162583361 | 648440 | SH |  | SOLE |  | 648440 | 0 | 0 |
| TECHNIPFMC PLC | COM | G87110105 |  | 57812244 | 836283 | SH |  | SOLE |  | 836283 | 0 | 0 |
| TERAWULF INC | COM | 88080T104 |  | 518210 | 35912 | SH |  | SOLE |  | 35912 | 0 | 0 |
| TOTALENERGIES SE | ACT | F92124100 |  | 86412804 | 949800 | SH |  | SOLE |  | 949800 | 0 | 0 |
| VENTURE GLOBAL INC | COM CL A | 92333F101 |  | 65471768 | 4154300 | SH |  | SOLE |  | 4154300 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 167711305 | 1115621 | SH |  | SOLE |  | 1115621 | 0 | 0 |
| WESTLAKE CORPORATION | COM | 960413102 |  | 25688718 | 219900 | SH |  | SOLE |  | 219900 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 121428190 | 1668428 | SH |  | SOLE |  | 1668428 | 0 | 0 |
| XCEL ENERGY INC | COM | 98389B100 |  | 121665696 | 1531542 | SH |  | SOLE |  | 1531542 | 0 | 0 |

---