Merewether Investment Management, LP

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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% identified

52 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

54 positions • $2,753,415.749K total value

54 positions

Manager:

SEC FilingSEC DataHachi Filing

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NEWMONT Corp /DE/

NEM|651639106

1050477

Value:

$50.7B

TENARIS SA

TS|88031M109

1293733(+141.2%)

Value:

$50.6B(+149.6%)

HESS CORP

HES|42809H107

303600

Value:

$48.5B

VALERO ENERGY CORP/TX

VLO|91913Y100

361468(+20.2%)

Value:

$47.7B(+29.5%)

CENTERPOINT ENERGY INC

CNP|15189T107

1291600

Value:

$46.8B

Kodiak Gas Services, Inc.

KGS|50012A108

1225564(+31.1%)

Value:

$45.7B(+19.8%)

CONOCOPHILLIPS

COP|20825C104

435159(-69.0%)

Value:

$45.7B(-67.2%)

Energy Transfer LP

ET|29273V100

2426212(-7.3%)

Value:

$45.1B(-12.1%)

TechnipFMC plc

FTI|G87110105

1387519(+185.9%)

Value:

$44.0B(+213.0%)

OGE ENERGY CORP.

OGE|670837103

914791(-15.1%)

Value:

$42.0B(-5.5%)

69349H107

746700

Value:

$39.9B

FREEPORT-MCMORAN INC

FCX|35671D857

1036500

Value:

$39.2B

Diamondback Energy, Inc.

FANG|25278X109

200673(-8.8%)

Value:

$32.1B(-11.0%)

NUCOR CORP

NUE|670346105

265694

Value:

$32.0B

Baker Hughes Co

BKR|05722G100

676930

Value:

$29.8B

Kinetik Holdings Inc.

KNTK|02215L209

566200(+184.7%)

Value:

$29.4B(+160.8%)

Liberty Energy Inc.

LBRT|53115L104

1847214

Value:

$29.2B

SEMPRA

SRE|816851109

397501

Value:

$28.4B

Talen Energy Corp

TLN|87422Q109

141633(-42.2%)

Value:

$28.3B(-42.8%)

IAMGOLD CORP

IAG|450913108

4366900

Value:

$27.3B

Instrument	Shares		Other Manager	Value
Newmont Corp /De/(NEMcusip651639106)	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	QoQ +141.18% (+757.3K) YoY NEW(+1.3M)	All Managers (Combined)	$50.6M	QoQ +149.60% (+$30.3M) YoY NEW(+$50.6M)
Hess Corp(HEScusip42809H107)	303.6K	QoQ NEW(+303.6K) YoY NEW(+303.6K)	All Managers (Combined)	$48.5M	QoQ NEW(+$48.5M) YoY NEW(+$48.5M)
Valero Energy Corp/Tx(VLOcusip91913Y100)	361.5K	QoQ +20.22% (+60.8K) YoY -35.89% (-202.4K)	All Managers (Combined)	$47.7M	QoQ +29.51% (+$10.9M) YoY -50.39% (-$48.5M)
Centerpoint Energy Inc(CNPcusip15189T107)	1.3M	QoQ NEW(+1.3M) YoY NEW(+1.3M)	All Managers (Combined)	$46.8M	QoQ NEW(+$46.8M) YoY NEW(+$46.8M)
Kodiak Gas Services, Inc.(KGScusip50012A108)	1.2M	QoQ +31.14% (+291.1K) YoY NEW(+1.2M)	All Managers (Combined)	$45.7M	QoQ +19.80% (+$7.6M) YoY NEW(+$45.7M)
Conocophillips(COPcusip20825C104)	435.2K	QoQ -69.00% (-969.0K) YoY NEW(+435.2K)	All Managers (Combined)	$45.7M	QoQ -67.18% (-$93.5M) YoY NEW(+$45.7M)
Energy Transfer Lp(ETcusip29273V100)	2.4M	QoQ -7.33% (-192.0K) YoY -54.99% (-3.0M)	All Managers (Combined)	$45.1M	QoQ -12.06% (-$6.2M) YoY +428.63% (-$36.6M)
Technipfmc Plc(FTIcusipG87110105)	1.4M	QoQ +185.86% (+902.1K) YoY -58.34% (-1.9M)	All Managers (Combined)	$44.0M	QoQ +213.02% (+$29.9M) YoY -47.43% (-$39.7M)
Oge Energy Corp.(OGEcusip670837103)	914.8K	QoQ -15.14% (-163.3K) YoY NEW(+914.8K)	All Managers (Combined)	$42.0M	QoQ -5.45% (-$2.4M) 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)
Freeport-Mcmoran Inc(FCXcusip35671D857)	1.0M	QoQ NEW(+1.0M) YoY NEW(+1.0M)	All Managers (Combined)	$39.2M	QoQ NEW(+$39.2M) YoY NEW(+$39.2M)
Diamondback Energy, Inc.(FANGcusip25278X109)	200.7K	QoQ -8.76% (-19.3K) YoY -69.79% (-463.8K)	All Managers (Combined)	$32.1M	QoQ -10.96% (-$4.0M) YoY -75.63% (-$99.6M)
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)
Kinetik Holdings Inc.(KNTKcusip02215L209)	566.2K	QoQ +184.74% (+367.4K) YoY +2.94% (+16.2K)	All Managers (Combined)	$29.4M	QoQ +160.79% (+$18.1M) YoY +34.11% (+$7.5M)
Liberty Energy Inc.(LBRTcusip53115L104)	1.8M	QoQ NEW(+1.8M) YoY NEW(+1.8M)	All Managers (Combined)	$29.2M	QoQ NEW(+$29.2M) YoY NEW(+$29.2M)
Sempra(SREcusip816851109)	397.5K	QoQ NEW(+397.5K) YoY NEW(+397.5K)	All Managers (Combined)	$28.4M	QoQ NEW(+$28.4M) YoY NEW(+$28.4M)
Talen Energy Corp(TLNcusip87422Q109)	141.6K	QoQ -42.23% (-103.6K) YoY NEW(+141.6K)	All Managers (Combined)	$28.3M	QoQ -42.75% (-$21.1M) 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)