Merewether Investment Management, LP Portfolio Holdings

Merewether Investment Management, LP

  • $3.19 Billion
  • Q2 2025

Merewether Investment Management, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.19 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vistra Corp. with a value of $255M, Eqt Corp with a value of $196M, Targa Resources Corp. with a value of $173M, Shell PLC with a value of $172M, and Kinder Morgan, Inc. with a value of $138M.

Examining the 13F form we can see an increase of $613M in the current position value, from $2.57B to 3.19B.

Merewether Investment Management, LP is based out at Dallas, TX

Below you can find more details about Merewether Investment Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $3.19 Billion
Energy: $1.6 Billion
Utilities: $873 Million
Industrials: $369 Million
Basic Materials: $225 Million
Technology: $99.1 Million
Financial Services: $21 Million
Consumer Defensive: $782,000
Consumer Cyclical: $716,000
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $3.19 Billion
  • Prior Value $2.57 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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