Merewether Investment Management, LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.22 Billion distributed in 52 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Targa Resources Corp. with a value of $167M, Tc Energy Corp with a value of $164M, Shell PLC with a value of $142M, Conocophillips with a value of $139M, and Vistra Corp. with a value of $134M.
Examining the 13F form we can see an increase of $370M in the current position value, from $1.85B to 2.22B.
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
$2.22 Billion
Energy: $1.35 Billion
Utilities: $584 Million
Basic Materials: $131 Million
Technology: $102 Million
Industrials: $53.5 Million
Consumer Cyclical: $600,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
