Merewether Investment Management, LP Portfolio Holdings

Merewether Investment Management, LP

  • $3.66 Billion
  • Q3 2025

Merewether Investment Management, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.66 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Entergy Corp with a value of $200M, Mastec Inc with a value of $185M, Sempra Energy with a value of $175M, N Vent Electric PLC with a value of $168M, and Suncor Energy Inc with a value of $154M.

Examining the 13F form we can see an increase of $471M in the current position value, from $3.19B to 3.66B.

Merewether Investment Management, LP is based out at Dallas, TX

Below you can find more details about Merewether Investment Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $3.66 Billion
Energy: $1.73 Billion
Utilities: $858 Million
Industrials: $602 Million
Basic Materials: $254 Million
Technology: $141 Million
Consumer Cyclical: $49.9 Million
ETFs: $22.7 Million
Consumer Defensive: $636,000
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.09B
$40.6 Million 1.11% of portfolio
2,980,200
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $3.66 Billion
  • Prior Value $3.19 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Merewether Investment Management, LP Portfolio

Follow Merewether Investment Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merewether Investment Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Merewether Investment Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email