Merewether Investment Management, LP 13F Holdings

CIK 0001736852 · DALLAS, TX

As of Sep 30, 2025, Merewether Investment Management, LP reported 70 positions worth $4.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ENTERGY CORPETRUtilities2,148,000$200.2M4.79%
MASTEC INCMTZIndustrials867,240 84.6M4.42%
SEMPRASREUtilities1,949,432 75.4M4.20%
NVENT ELECTRIC PLCNVTIndustrials1,699,674 67.7M4.01%
EXPAND ENERGY CORPEXEEnergy1,517,475 61.2M3.86%
SUNCOR ENERGY INCSUEnergy3,681,304 54.0M3.68%
EQT CORPEQTEnergy2,735,086 48.9M3.56%
XCEL ENERGY INCXELUtilities1,763,910 42.3M3.40%
TARGA RESOURCES CORPTRGPEnergy798,177 33.7M3.20%
NISOURCE INCNIUtilities2,934,594 27.1M3.04%
CENOVUS ENERGY INCCVEEnergy7,138,222 21.3M2.90%
DT MIDSTREAM INCDTMEnergy1,000,600 13.1M2.71%
PERMIAN RESOURCES CORPPREnergy8,836,137 13.1M2.71%
VALERO ENERGY CORPVLOEnergy634,731 08.1M2.59%
BAKER HUGHES COBKREnergy2,165,846 05.5M2.52%
TALEN ENERGY CORPTLNUtilities241,159 02.6M2.45%
DUPONT DE NEMOURS INCDDBasic Materials1,279,700$99.7M2.38%
CENTERPOINT ENERGY INCCNPUtilities2,493,500$96.7M2.31%
FIRST SOLAR INCFSLRTechnology420,700$92.8M2.22%
CUMMINS INCCMIIndustrials215,800$91.1M2.18%
BARRICK MINING CORPBBasic Materials2,647,300$86.8M2.08%
NRG ENERGY INCNRGUtilities530,726$86.0M2.06%
HUBBELL INCHUBBIndustrials198,000$85.2M2.04%
KINDER MORGAN INCKMIEnergy2,765,800$78.3M1.87%
EXXON MOBIL CORPXOMEnergy693,893$78.2M1.87%