Merewether Investment Management, LP Incresed Positions in Q3 2024

Merewether Investment Management, LP

Stock	Shares change	Price Range	Shares Held
TRP Tc Energy Corp Energy	1.13M + 37.94%	$37.48 - $47.9 $42.2M - $54M	4.1M $195M
FSLR First Solar, Inc. Technology	293K + 993.36%	$205.36 - $255.78 $60.3M - $75M	323K $80.6M
HCC Warrior Met Coal, Inc. Basic Materials	647K + 441.87%	$51.68 - $73.37 $33.4M - $47.5M	793K $50.7M
TRGP Targa Resources Corp. Energy	108K + 14.43%	$127.86 - $156.46 $13.8M - $16.9M	856K $127M
SHEL Shell PLC Energy	449K + 40.98%	$65.65 - $73.28 $29.5M - $32.9M	1.54M $102M
CNQ Canadian Natural Resources LTD Energy	609K + 86.55%	$31.97 - $37.41 $19.5M - $22.8M	1.31M $43.6M
KNTK Kinetik Holdings Inc. Energy	240K + 56.65%	$38.59 - $47.43 $9.24M - $11.4M	662K $30M
KEX Kirby Corp Industrials	76.8K + 48.7%	$107.57 - $129.59 $8.26M - $9.95M	235K $28.7M
WLK Westlake Corp Basic Materials	45.8K + 20.5%	$133.5 - $150.97 $6.11M - $6.91M	269K $40.5M
LPX Louisiana Pacific Corp Industrials	12.6K + 10.23%	$80.06 - $107.45 $1.01M - $1.35M	136K $14.6M
AES Aes Corp Utilities	2K + 0.21%	$16.18 - $20.07 $32.4K - $40.1K	951K $19.1M
NVT N Vent Electric PLC Industrials	33.3K + 310.92%	$60.72 - $81.19 $2.02M - $2.7M	44K $3.09M
LNG Cheniere Energy, Inc. Energy	12.1K + 73.78%	$172.24 - $186.09 $2.08M - $2.25M	28.5K $5.13M
XOM Exxon Mobil Corp Energy	9.6K + 3.23%	$109.72 - $119.0 $1.05M - $1.14M	307K $36M
ALV Autoliv Inc Consumer Cyclical	2.7K + 72.97%	$89.98 - $111.1 $243K - $300K	6.4K $597K
Viper Energy Inc	161K + 22.94%	N/A	861K $0
XPRO Expro Group Holdings N.V. Energy	26.3K + 9.96%	$16.5 - $24.23 $434K - $637K	290K $4.99M

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