Merewether Investment Management, LP
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 54
- Total Value
- 2753415749
- Accession Number
- 0001420506-25-001282
- Form Type
- 13F-HR
- CIK
- 0001736852
- Manager Name
- Merewether Investment Management, LP
Data Enrichment
96% identified52 identified2 unidentified
Holdings
54 positions
Manager:
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165167735
Shares:
664682(+33.0%)
Value:
$74.0B(+48.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.4M | All Managers (Combined) | $174.5M | |||
Vistra Corp.(VSTcusip92840M102) | 1.4M | All Managers (Combined) | $163.3M | ||
Suncor Energy Inc(SUcusip867224107) | 3.4M | QoQ NEW(+3.4M) YoY NEW(+3.4M) | All Managers (Combined) | $133.2M | QoQ NEW(+$133.2M) YoY NEW(+$133.2M) |
649.3K | All Managers (Combined) | $130.2M | |||
Exxon Mobil Corp(XOMcusip30231G102) | 927.8K | All Managers (Combined) | $110.3M | ||
1.2M | YoY NEW(+1.2M) | All Managers (Combined) | $101.2M | YoY NEW(+$101.2M) | |
1.7M | YoY NEW(+1.7M) | All Managers (Combined) | $89.9M | YoY NEW(+$89.9M) | |
Mastec Inc(MTZcusip576323109) | 761.0K | YoY NEW(+761.0K) | All Managers (Combined) | $88.8M | YoY NEW(+$88.8M) |
5.9M | All Managers (Combined) | $81.2M | |||
Ovintiv Inc.(OVVcusip69047Q102) | 1.8M | QoQ NEW(+1.8M) | All Managers (Combined) | $78.4M | QoQ NEW(+$78.4M) |
1.9M | All Managers (Combined) | $77.8M | |||
Nisource Inc.(NIcusip65473P105) | 1.9M | YoY NEW(+1.9M) | All Managers (Combined) | $77.6M | YoY NEW(+$77.6M) |
Tc Energy Corp(TRPcusip87807B107) | 1.6M | YoY NEW(+1.6M) | All Managers (Combined) | $76.7M | YoY NEW(+$76.7M) |
(cusip165167735)✕ | 664.7K | YoY NEW(+664.7K) | All Managers (Combined) | $74.0M | YoY NEW(+$74.0M) |
2.0M | YoY NEW(+2.0M) | All Managers (Combined) | $71.1M | YoY NEW(+$71.1M) | |
706.3K | YoY NEW(+706.3K) | All Managers (Combined) | $67.3M | YoY NEW(+$67.3M) | |
Ge Vernova Inc.(GEVcusip36828A101) | 203.9K | All Managers (Combined) | $62.3M | ||
1.9M | All Managers (Combined) | $58.3M | |||
334.7K | YoY NEW(+334.7K) | All Managers (Combined) | $51.7M | YoY NEW(+$51.7M) | |
3.7M | All Managers (Combined) | $51.2M |