Merewether Investment Management, LP

Investment Portfolio & 13F Holdings Analysis

About

Merewether Investment Management, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 54 holdings worth $2.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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Shell plc

SHEL|780259305

2381806(+5.3%)

Value:

$174.5B(+23.1%)

Vistra Corp.

VST|92840M102

1390884(+42.6%)

Value:

$163.3B(+21.5%)

SUNCOR ENERGY INC

SU|867224107

3439415

Value:

$133.2B

Targa Resources Corp.

TRGP|87612G101

649263(-30.7%)

Value:

$130.2B(-22.2%)

EXXON MOBIL CORP

XOM|30231G102

927767(+135.9%)

Value:

$110.3B(+160.8%)

ENTERGY CORP /DE/

ETR|29364G103

1184164(-16.6%)

Value:

$101.2B(-5.9%)

EQT Corp

EQT|26884L109

1683257(-21.9%)

Value:

$89.9B(-9.5%)

MASTEC INC

MTZ|576323109

761016(+122.3%)

Value:

$88.8B(+90.5%)

Permian Resources Corp

PR|71424F105

5861351(+61.9%)

Value:

$81.2B(+55.9%)

Ovintiv Inc.

OVV|69047Q102

1830865

Value:

$78.4B

ANTERO RESOURCES Corp

AR|03674X106

1923539(+6.5%)

Value:

$77.8B(+22.9%)

NISOURCE INC.

NI|65473P105

1936831(+50.2%)

Value:

$77.6B(+63.9%)

TC ENERGY CORP

TRP|87807B107

1624808(-53.9%)

Value:

$76.7B(-53.3%)

165167735

664682(+33.0%)

Value:

$74.0B(+48.7%)

PPL Corp

PPL|69351T106

1968812(-8.8%)

Value:

$71.1B(+1.5%)

PINNACLE WEST CAPITAL CORP

PNW|723484101

706270(-13.5%)

Value:

$67.3B(-2.8%)

GE Vernova Inc.

GEV|36828A101

203942(-19.1%)

Value:

$62.3B(-25.0%)

CANADIAN NATURAL RESOURCES LTD

CNQ|136385101

1894408(+203.7%)

Value:

$58.3B(+203.0%)

ATMOS ENERGY CORP

ATO|049560105

334694(-2.5%)

Value:

$51.7B(+8.2%)

CENOVUS ENERGY INC.

CVE|15135U109

3681626(-14.6%)

Value:

$51.2B(-21.6%)

Instrument	Shares		Other Manager	Value
Shell Plc(SHELcusip780259305)	2.4M	QoQ +5.25% (+118.8K) YoY +110.78% (+1.3M)	All Managers (Combined)	$174.5M	QoQ +23.10% (+$32.8M) YoY +130.40% (+$98.8M)
Vistra Corp.(VSTcusip92840M102)	1.4M	QoQ +42.63% (+415.7K) YoY -36.54% (-801.0K)	All Managers (Combined)	$163.3M	QoQ +21.49% (+$28.9M) YoY +6.99% (-$10.7M)
Suncor Energy Inc(SUcusip867224107)	3.4M	QoQ NEW(+3.4M) YoY NEW(+3.4M)	All Managers (Combined)	$133.2M	QoQ NEW(+$133.2M) YoY NEW(+$133.2M)
Targa Resources Corp.(TRGPcusip87612G101)	649.3K	QoQ -30.74% (-288.3K) YoY -38.93% (-414.0K)	All Managers (Combined)	$130.2M	QoQ -22.22% (-$37.2M) YoY +9.30% (-$11.1M)
Exxon Mobil Corp(XOMcusip30231G102)	927.8K	QoQ +135.86% (+534.4K) YoY +1.85% (+16.9K)	All Managers (Combined)	$110.3M	QoQ +160.77% (+$68.0M) YoY +4.21% (+$4.5M)
Entergy Corp /De/(ETRcusip29364G103)	1.2M	QoQ -16.57% (-235.3K) YoY NEW(+1.2M)	All Managers (Combined)	$101.2M	QoQ -5.93% (-$6.4M) YoY NEW(+$101.2M)
Eqt Corp(EQTcusip26884L109)	1.7M	QoQ -21.93% (-473.1K) YoY NEW(+1.7M)	All Managers (Combined)	$89.9M	QoQ -9.54% (-$9.5M) YoY NEW(+$89.9M)
Mastec Inc(MTZcusip576323109)	761.0K	QoQ +122.27% (+418.6K) YoY NEW(+761.0K)	All Managers (Combined)	$88.8M	QoQ +90.54% (+$42.2M) YoY NEW(+$88.8M)
Permian Resources Corp(PRcusip71424F105)	5.9M	QoQ +61.87% (+2.2M) YoY +146.46% (+3.5M)	All Managers (Combined)	$81.2M	QoQ +55.90% (+$29.1M) YoY +93.29% (+$39.2M)
Ovintiv Inc.(OVVcusip69047Q102)	1.8M	QoQ NEW(+1.8M) YoY +301.59% (+1.4M)	All Managers (Combined)	$78.4M	QoQ NEW(+$78.4M) YoY +231.17% (+$54.7M)
Antero Resources Corp(ARcusip03674X106)	1.9M	QoQ +6.50% (+117.4K) YoY -31.68% (-892.2K)	All Managers (Combined)	$77.8M	QoQ +22.88% (+$14.5M) YoY -4.73% (-$3.9M)
Nisource Inc.(NIcusip65473P105)	1.9M	QoQ +50.24% (+647.7K) YoY NEW(+1.9M)	All Managers (Combined)	$77.6M	QoQ +63.85% (+$30.3M) YoY NEW(+$77.6M)
Tc Energy Corp(TRPcusip87807B107)	1.6M	QoQ -53.90% (-1.9M) YoY NEW(+1.6M)	All Managers (Combined)	$76.7M	QoQ -53.25% (-$87.4M) YoY NEW(+$76.7M)
(cusip165167735)✕	664.7K	QoQ +32.96% (+164.8K) YoY NEW(+664.7K)	All Managers (Combined)	$74.0M	QoQ +48.68% (+$24.2M) YoY NEW(+$74.0M)
Ppl Corp(PPLcusip69351T106)	2.0M	QoQ -8.78% (-189.6K) YoY NEW(+2.0M)	All Managers (Combined)	$71.1M	QoQ +1.47% (-$1.0M) YoY NEW(+$71.1M)
Pinnacle West Capital Corp(PNWcusip723484101)	706.3K	QoQ -13.52% (-110.4K) YoY NEW(+706.3K)	All Managers (Combined)	$67.3M	QoQ -2.83% (-$2.0M) YoY NEW(+$67.3M)
Ge Vernova Inc.(GEVcusip36828A101)	203.9K	QoQ -19.15% (-48.3K) YoY +21.42% (+36.0K)	All Managers (Combined)	$62.3M	QoQ -24.96% (-$20.7M) YoY +171.06% (+$39.3M)
Canadian Natural Resources Ltd(CNQcusip136385101)	1.9M	QoQ +203.70% (+1.3M) YoY +467.15% (+1.6M)	All Managers (Combined)	$58.3M	QoQ +203.01% (+$39.1M) YoY +128.88% (+$32.9M)
Atmos Energy Corp(ATOcusip049560105)	334.7K	QoQ -2.51% (-8.6K) YoY NEW(+334.7K)	All Managers (Combined)	$51.7M	QoQ +8.19% (-$3.9M) YoY NEW(+$51.7M)
Cenovus Energy Inc.(CVEcusip15135U109)	3.7M	QoQ -14.61% (-630.0K) YoY -45.49% (-3.1M)	All Managers (Combined)	$51.2M	QoQ -21.60% (-$14.1M) YoY -62.07% (-$83.8M)