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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Page 2 of 3
69349H107
Shares:
746700
Value:
$39.9B
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.1M | QoQ NEW(+1.1M) YoY NEW(+1.1M) | All Managers (Combined) | $50.7M | QoQ NEW(+$50.7M) YoY NEW(+$50.7M) | |
Tenaris Sa(TScusip88031M109) | 1.3M | YoY NEW(+1.3M) | All Managers (Combined) | $50.6M | YoY NEW(+$50.6M) |
303.6K | QoQ NEW(+303.6K) YoY NEW(+303.6K) | All Managers (Combined) | $48.5M | QoQ NEW(+$48.5M) YoY NEW(+$48.5M) | |
361.5K | All Managers (Combined) | $47.7M | |||
1.3M | QoQ NEW(+1.3M) YoY NEW(+1.3M) | All Managers (Combined) | $46.8M | QoQ NEW(+$46.8M) YoY NEW(+$46.8M) | |
1.2M | YoY NEW(+1.2M) | All Managers (Combined) | $45.7M | YoY NEW(+$45.7M) | |
Conocophillips(COPcusip20825C104) | 435.2K | YoY NEW(+435.2K) | All Managers (Combined) | $45.7M | YoY NEW(+$45.7M) |
2.4M | All Managers (Combined) | $45.1M | |||
Technipfmc Plc(FTIcusipG87110105) | 1.4M | All Managers (Combined) | $44.0M | ||
Oge Energy Corp.(OGEcusip670837103) | 914.8K | YoY NEW(+914.8K) | All Managers (Combined) | $42.0M | YoY NEW(+$42.0M) |
(cusip69349H107)✕ | 746.7K | QoQ NEW(+746.7K) YoY NEW(+746.7K) | All Managers (Combined) | $39.9M | QoQ NEW(+$39.9M) YoY NEW(+$39.9M) |
1.0M | QoQ NEW(+1.0M) YoY NEW(+1.0M) | All Managers (Combined) | $39.2M | QoQ NEW(+$39.2M) YoY NEW(+$39.2M) | |
200.7K | All Managers (Combined) | $32.1M | |||
Nucor Corp(NUEcusip670346105) | 265.7K | QoQ NEW(+265.7K) YoY NEW(+265.7K) | All Managers (Combined) | $32.0M | QoQ NEW(+$32.0M) YoY NEW(+$32.0M) |
Baker Hughes Co(BKRcusip05722G100) | 676.9K | QoQ NEW(+676.9K) YoY NEW(+676.9K) | All Managers (Combined) | $29.8M | QoQ NEW(+$29.8M) YoY NEW(+$29.8M) |
566.2K | All Managers (Combined) | $29.4M | |||
1.8M | QoQ NEW(+1.8M) YoY NEW(+1.8M) | All Managers (Combined) | $29.2M | QoQ NEW(+$29.2M) YoY NEW(+$29.2M) | |
397.5K | QoQ NEW(+397.5K) YoY NEW(+397.5K) | All Managers (Combined) | $28.4M | QoQ NEW(+$28.4M) YoY NEW(+$28.4M) | |
141.6K | YoY NEW(+141.6K) | All Managers (Combined) | $28.3M | YoY NEW(+$28.3M) | |
Iamgold Corp(IAGcusip450913108) | 4.4M | QoQ NEW(+4.4M) YoY NEW(+4.4M) | All Managers (Combined) | $27.3M | QoQ NEW(+$27.3M) YoY NEW(+$27.3M) |