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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KINROSS GOLD CORP

KGC|496902404

2142476(-16.4%)

Value:

$27.0B(+13.7%)

Evergy, Inc.

EVRG|30034W106

376700

Value:

$26.0B

WARRIOR MET COAL, INC.

HCC|93627C101

515612(+4.3%)

Value:

$24.6B(-8.3%)

BKV Corp

BKV|05603J108

844858(+3.7%)

Value:

$17.7B(-8.4%)

FLEX LTD.

FLEX|Y2573F102

456036(-72.1%)

Value:

$15.1B(-76.0%)

RELIANCE, INC.

RS|759509102

38599(+4.3%)

Value:

$11.1B(+11.9%)

CAMECO CORP

CCJ|13321L108

162320(-72.1%)

Value:

$6.7B(-77.7%)

FIRST SOLAR, INC.

FSLR|336433107

51356(-71.7%)

Value:

$6.5B(-79.7%)

Weatherford International plc

WFRD|G48833118

97554

Value:

$5.2B

HF Sinclair Corp

DINO|403949100

152214

Value:

$5.0B

DT Midstream, Inc.

DTM|23345M107

37600

Value:

$3.6B

ITRON, INC.

ITRI|465741106

18200(-71.1%)

Value:

$1.9B(-72.1%)

DARLING INGREDIENTS INC.

DAR|237266101

22000

Value:

$687.3M

AUTOLIV INC

ALV|052800109

6400(+0.0%)

Value:

$566.1M(-5.7%)

Instrument	Shares		Other Manager	Value
Kinross Gold Corp(KGCcusip496902404)	2.1M	QoQ -16.42% (-421.1K) YoY NEW(+2.1M)	All Managers (Combined)	$27.0M	QoQ +13.68% (-$3.3M) YoY NEW(+$27.0M)
Evergy, Inc.(EVRGcusip30034W106)	376.7K	QoQ NEW(+376.7K) YoY NEW(+376.7K)	All Managers (Combined)	$26.0M	QoQ NEW(+$26.0M) YoY NEW(+$26.0M)
Warrior Met Coal, Inc.(HCCcusip93627C101)	515.6K	QoQ +4.27% (-21.1K) YoY NEW(+515.6K)	All Managers (Combined)	$24.6M	QoQ -8.26% (-$2.2M) YoY NEW(+$24.6M)
Bkv Corp(BKVcusip05603J108)	844.9K	QoQ +3.74% (-30.5K) YoY NEW(+844.9K)	All Managers (Combined)	$17.7M	QoQ -8.38% (-$1.6M) YoY NEW(+$17.7M)
Flex Ltd.(FLEXcusipY2573F102)	456.0K	QoQ -72.10% (-1.2M) YoY NEW(+456.0K)	All Managers (Combined)	$15.1M	QoQ -75.96% (-$47.7M) YoY NEW(+$15.1M)
Reliance, Inc.(RScusip759509102)	38.6K	QoQ +4.32% (+1.6K) YoY NEW(+38.6K)	All Managers (Combined)	$11.1M	QoQ +11.87% (+$1.2M) YoY NEW(+$11.1M)
Cameco Corp(CCJcusip13321L108)	162.3K	QoQ -72.14% (-420.4K) YoY NEW(+162.3K)	All Managers (Combined)	$6.7M	QoQ -77.68% (-$23.3M) YoY NEW(+$6.7M)
First Solar, Inc.(FSLRcusip336433107)	51.4K	QoQ -71.67% (-130.0K) YoY NEW(+51.4K)	All Managers (Combined)	$6.5M	QoQ -79.68% (-$25.5M) YoY NEW(+$6.5M)
Weatherford International Plc(WFRDcusipG48833118)	97.6K	QoQ NEW(+97.6K) YoY -75.36% (-298.4K)	All Managers (Combined)	$5.2M	QoQ NEW(+$5.2M) YoY -88.57% (-$40.5M)
Hf Sinclair Corp(DINOcusip403949100)	152.2K	QoQ NEW(+152.2K) YoY NEW(+152.2K)	All Managers (Combined)	$5.0M	QoQ NEW(+$5.0M) YoY NEW(+$5.0M)
Dt Midstream, Inc.(DTMcusip23345M107)	37.6K	QoQ NEW(+37.6K) YoY NEW(+37.6K)	All Managers (Combined)	$3.6M	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)
Itron, Inc.(ITRIcusip465741106)	18.2K	QoQ -71.09% (-44.8K) YoY NEW(+18.2K)	All Managers (Combined)	$1.9M	QoQ -72.11% (-$4.9M) YoY NEW(+$1.9M)
Darling Ingredients Inc.(DARcusip237266101)	22.0K	QoQ NEW(+22.0K) YoY NEW(+22.0K)	All Managers (Combined)	$687.3K	QoQ NEW(+$687.3K) YoY NEW(+$687.3K)
Autoliv Inc(ALVcusip052800109)	6.4K	QoQ 0.00% (-0) YoY -86.61% (-41.4K)	All Managers (Combined)	$566.1K	QoQ -5.69% (-$34.2K) YoY -90.16% (-$5.2M)