MI

Merewether Investment Management, LP

13F
Merewether Investment Management, LP
Last update 2025-05-15 54 Stocks (17 new)
Value $2.75 Bil Turnover 37 %
Countries:
Top Holdings: SHEL(6.34%)VST(5.93%)SU(4.84%)TRGP(4.73%)XOM(4.01%)
Summary Stock Picks Current Portfolio
Merewether Investment Manageme... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SHEL
Shell PLC
2,381,806
174,538.7
+5.25%
6.340
+0.32%
0.080
+9.22%
+14.60%
206,221.8
Oil & Gas
VST
Vistra Corp
1,390,884
163,345.4
+42.63%
5.930
+1.77%
0.410
+67.44%
+40.41%
65,494.5
Utilities - Independent Power Producers
Utilities - Independent Power Producers
SU
Suncor Energy Inc
3,439,415
133,201.9
New Holding
4.840
+4.84%
0.280
+13.77%
+11.35%
47,636.1
Oil & Gas
TRGP
Targa Resources Corp
649,263
130,157.8
-30.75%
4.730
-2.05%
0.300
-1.43%
-3.25%
37,119.2
Oil & Gas
XOM
Exxon Mobil Corp
927,767
110,339.3
+135.86%
4.010
+2.31%
0.020
+1.72%
+2.01%
464,449.8
Oil & Gas
ETR
Entergy Corp
1,184,164
101,234.2
-16.58%
3.680
-0.71%
0.270
+4.51%
+15.62%
38,563.3
Utilities - Regulated
EQT
EQT Corp
1,683,257
89,936.4
-21.94%
3.270
-0.87%
0.280
+16.45%
+29.13%
35,432.7
Oil & Gas
MTZ
MasTec Inc
761,016
88,818.2
+122.27%
3.230
+1.78%
0.960
+52.69%
+30.51%
14,018.7
Construction
PR
Permian Resources Corp
5,861,351
81,179.7
+61.87%
2.950
+1.13%
0.840
+12.94%
-4.47%
9,426.0
Oil & Gas
OVV
Ovintiv Inc
1,830,865
78,361.0
New Holding
2.850
+2.85%
0.700
+19.30%
+0.40%
10,405.6
Oil & Gas

Merewether Investment Management, LP's Historical Top Holdings Breakdowns

Merewether Investment Management, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SU
Suncor Energy Inc
2025-03-31
New Buy
New Buy
+4.84%
●
34.27 ($38.16) 40.63
$38.85
1.81%
New holding
3,439,415
3,439,415
COP
ConocoPhillips
2025-03-31
Reduce
Reduce
-3.84%
●
88.6 ($99.73) 105.85
$91.64
-8.11%
Reduce -69.01%
435,159
-968,986
TRP
TC Energy Corp
2025-03-31
Reduce
Reduce
-3.54%
●
44.29 ($46.63) 49.27
$47.77
2.44%
Reduce -53.9%
1,624,808
-1,899,841
OVV
Ovintiv Inc
2025-03-31
New Buy
New Buy
+2.85%
●
37.84 ($42.69) 45.91
$40.05
-6.18%
New holding
1,830,865
1,830,865
NGG
National Grid PLC
2025-03-31
Sold Out
Sold Out
-2.50%
●
56.13 ($61.35) 65.61
$71.57
16.66%
Sold Out
0
-1,053,461
XOM
Exxon Mobil Corp
2025-03-31
Add
Add
+2.31%
●
105.44 ($110.59) 118.93
$107.77
-2.55%
Add 135.86%
927,767
534,416
CVX
Chevron Corp
2025-03-31
Sold Out
Sold Out
-2.15%
●
146.71 ($156.54) 167.97
$150.04
-4.15%
Sold Out
0
-371,896
TRGP
Targa Resources Corp
2025-03-31
Reduce
Reduce
-2.05%
●
178.44 ($198.49) 217.22
$171.11
-13.79%
Reduce -30.75%
649,263
-288,258
NEM
Newmont Corp
2025-03-31
New Buy
New Buy
+1.84%
●
37.79 ($43.9) 48.39
$58.19
32.55%
New holding
1,050,477
1,050,477
SOBO
South Bow Corp
2025-03-31
Sold Out
Sold Out
-1.84%
●
22.95 ($25.02) 27.37
$26.87
7.39%
Sold Out
0
-1,952,495

Merewether Investment Management, LP Total Holding History ($B)

To

Merewether Investment Management, LP's Asset Allocation

To

Merewether Investment Management, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Merewether Investment Management, LP's Hypothetical Growth since 2025-03-31

Merewether Investment Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Merewether Investment Management, LP's Holdings Heat Map

Size field:

Merewether Investment Management, LP's Holdings Bubble Chart

Merewether Investment Management, LP News

  • 1

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