Merewether Investment Management’s HF Sinclair DINO Stock Holding History

Merewether Investment Management’s Portfolio DINO Stock Details DINO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$65.8M	Buy	+1,054,435	New	+$57.1M	1.27%	28
2025 Q4	–	Sell	-682,400	Closed	-$35.7M	–	86
2025 Q3	$35.7M	Buy	+682,400	New	+$32.3M	0.85%	38
2025 Q2	–	Sell	-152,214	Closed	-$5M	–	65
2025 Q1	$5M	Buy	+152,214	New	+$5.33M	0.18%	50
2024 Q1	–	Sell	-751,281	Closed	-$41.7M	–	47
2023 Q4	$41.7M	Sell	751,281 -174,819	-19%	-$9.53M	2.47%	15
2023 Q3	$52.7M	Buy	+926,100	New	+$50.3M	3.19%	12
2023 Q2	–	Sell	-541,590	Closed	-$26.2M	–	40
2023 Q1	$26.2M	Buy	+541,590	New	+$28.2M	2.32%	18

Other funds holding DINO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Merewether Investment Management's DINO Position: Q1 2026 in Review

Merewether Investment Management opened a new position in HF Sinclair (DINO) in Q1 2026: 1,054,435 shares worth $65.8M. The stake represents 1.27% of the portfolio and ranks #28 among its holdings. This is a return to the name: Merewether Investment Management previously reported a position in DINO as recently as Q3 2025.

Merewether Investment Management first reported a position in DINO in Q1 2023 and has held it in 6 quarters since. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

Merewether Investment Management held 1,054,435 shares of HF Sinclair worth $65.8M as of Q1 2026.
HF Sinclair was a new Merewether Investment Management position in Q1 2026.
HF Sinclair made up 1.27% of Merewether Investment Management's portfolio in Q1 2026, its #28 holding.
Merewether Investment Management first reported a position in HF Sinclair in Q1 2023 and has held it in 6 quarters since.
644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Merewether Investment Management's 13F filing for Q1 2026, filed 15 May 2026.