Merewether Investment Management, LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.85 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tc Energy Corp with a value of $195M, Targa Resources Corp. with a value of $127M, Conocophillips with a value of $125M, Vistra Corp. with a value of $104M, and Shell PLC with a value of $102M.

Examining the 13F form we can see an increase of $57.3M in the current position value, from $1.79B to 1.85B.

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 $1.85 Billion
Energy: $1.25 Billion
Utilities: $255 Million
Technology: $169 Million
Basic Materials: $128 Million
Industrials: $46.4 Million
Consumer Cyclical: $597,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $1.85 Billion
  • Prior Value $1.79 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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