Institutions / Merewether Investment Management, LP
Merewether Investment Management, LP
CIK 1736852 · Institution · as of Dec 31, 2025
Portfolio value
$4.35B
Positions
77
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 77 →
| Company | Value | % of portfolio |
|---|---|---|
| Entergy Corp /De | $166.09M | 3.8% |
| Xcel Energy Inc | $160.11M | 3.7% |
| EXPAND ENERGY Corp | $146.68M | 3.4% |
| Suncor Energy Inc New | $145.48M | 3.3% |
| Ovintiv Inc. | $141.58M | 3.3% |
| Williams Cos Inc/The | $140.72M | 3.2% |
| Targa Resources Corp | $138.30M | 3.2% |
| Sempra | $136.60M | 3.1% |
| nVent Electric plc | $136.19M | 3.1% |
| DT Midstream, Inc. | $124.78M | 2.9% |
| Mastec Inc | $123.71M | 2.8% |
| NRG Energy Inc | $121.92M | 2.8% |
| CenterPoint Energy Inc | $111.07M | 2.6% |
| Bp PLC | $104.47M | 2.4% |
| Bunge Global SA | $100.90M | 2.3% |
| Primoris Services Corp | $97.04M | 2.2% |
| Freeport-McMoran Inc | $96.98M | 2.2% |
| Diamondback Energy, Inc. | $96.25M | 2.2% |
| Permian Resources Corp | $87.87M | 2.0% |
| First Solar Inc | $84.93M | 2.0% |
| Exxon Mobil Corp | $84.42M | 1.9% |
| Qnity Electronics, Inc. | $71.69M | 1.6% |
| Cheniere Energy, Inc. | $67.76M | 1.6% |
| TechnipFMC plc | $67.34M | 1.5% |
| Vistra Corp. | $64.10M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.