Instuitional Investor - Merewether Investment Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Devon Energy Corp	DVN	6,561,677	$271,128,494	5.11%
2.	Ovintiv Inc.	OVV	4,361,717	$229,644,400	4.33%
3.	Entergy Corp	ETR	1,787,604	$205,324,195	3.87%
4.	Vistra Corp.	VST	1,265,438	$200,736,430	3.78%
5.	Darling Ingredients Inc.	DAR	3,002,575	$164,000,647	3.09%