Merewether Investment Management, LP Portfolio Holdings

Merewether Investment Management, LP

  • $2.22 Billion
  • Q4 2024

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 Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $2.22 Billion
  • Prior Value $1.85 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Merewether Investment Management, LP Portfolio

Follow Merewether Investment Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merewether Investment Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Merewether Investment Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email