Merewether Investment Management, LP

Filing Details

13F-HR2025-03-31
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
Manager Name
Merewether Investment Management, LP
Data Enrichment
96% identified
52 identified2 unidentified

Holdings

54 positions
Manager:
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NEWMONT Corp /DE/
Shares:
1050477
Value:
$50.7B
TENARIS SA
Shares:
1293733(+141.2%)
Value:
$50.6B(+149.6%)
HESS CORP
Shares:
303600
Value:
$48.5B
VALERO ENERGY CORP/TX
Shares:
361468(+20.2%)
Value:
$47.7B(+29.5%)
CENTERPOINT ENERGY INC
Shares:
1291600
Value:
$46.8B
Kodiak Gas Services, Inc.
Shares:
1225564(+31.1%)
Value:
$45.7B(+19.8%)
CONOCOPHILLIPS
Shares:
435159(-69.0%)
Value:
$45.7B(-67.2%)
Energy Transfer LP
Shares:
2426212(-7.3%)
Value:
$45.1B(-12.1%)
TechnipFMC plc
Shares:
1387519(+185.9%)
Value:
$44.0B(+213.0%)
OGE ENERGY CORP.
Shares:
914791(-15.1%)
Value:
$42.0B(-5.5%)
69349H107
Shares:
746700
Value:
$39.9B
FREEPORT-MCMORAN INC
Shares:
1036500
Value:
$39.2B
Diamondback Energy, Inc.
Shares:
200673(-8.8%)
Value:
$32.1B(-11.0%)
NUCOR CORP
Shares:
265694
Value:
$32.0B
Baker Hughes Co
Shares:
676930
Value:
$29.8B
Kinetik Holdings Inc.
Shares:
566200(+184.7%)
Value:
$29.4B(+160.8%)
Liberty Energy Inc.
Shares:
1847214
Value:
$29.2B
Shares:
397501
Value:
$28.4B
Talen Energy Corp
Shares:
141633(-42.2%)
Value:
$28.3B(-42.8%)
IAMGOLD CORP
Shares:
4366900
Value:
$27.3B