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 Q2	$35.2M	Sell	504,845 -549,590	-52%	-$36.5M	0.66%	50
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 $6.73T AUM 46.02% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Merewether Investment Management's DINO Position: Q2 2026 in Review

Merewether Investment Management reduced its HF Sinclair (DINO) stake by 52% in Q2 2026, selling an estimated $36.5M and leaving 504,845 shares worth $35.2M. The position accounts for 0.66% of the portfolio, ranked #50.

Merewether Investment Management first reported a position in DINO in Q1 2023 and has held it in 7 quarters since. The position peaked at $65.8M in Q1 2026. 686 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Merewether Investment Management held 504,845 shares of HF Sinclair worth $35.2M as of Q2 2026.
Merewether Investment Management sold 549,590 HF Sinclair shares in Q2 2026, an estimated $36.5M.
HF Sinclair made up 0.66% of Merewether Investment Management's portfolio in Q2 2026, its #50 holding.
Merewether Investment Management first reported a position in HF Sinclair in Q1 2023 and has held it in 7 quarters since.
Merewether Investment Management's HF Sinclair position peaked at $65.8M in Q1 2026.
686 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Merewether Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.