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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Page 3 of 3
KINROSS GOLD CORP
Shares:
2142476(-16.4%)
Value:
$27.0B(+13.7%)
Evergy, Inc.
Shares:
376700
Value:
$26.0B
WARRIOR MET COAL, INC.
Shares:
515612(+4.3%)
Value:
$24.6B(-8.3%)
BKV Corp
Shares:
844858(+3.7%)
Value:
$17.7B(-8.4%)
FLEX LTD.
Shares:
456036(-72.1%)
Value:
$15.1B(-76.0%)
RELIANCE, INC.
Shares:
38599(+4.3%)
Value:
$11.1B(+11.9%)
CAMECO CORP
Shares:
162320(-72.1%)
Value:
$6.7B(-77.7%)
FIRST SOLAR, INC.
Shares:
51356(-71.7%)
Value:
$6.5B(-79.7%)
Weatherford International plc
Shares:
97554
Value:
$5.2B
HF Sinclair Corp
Shares:
152214
Value:
$5.0B
DT Midstream, Inc.
Shares:
37600
Value:
$3.6B
ITRON, INC.
Shares:
18200(-71.1%)
Value:
$1.9B(-72.1%)
DARLING INGREDIENTS INC.
Shares:
22000
Value:
$687.3M
AUTOLIV INC
Shares:
6400(+0.0%)
Value:
$566.1M(-5.7%)