Filed: 5/15/2025ACC: 0001420506-25-001282
📋 What this filing means
MEREWETHER INVESTMENT MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $2.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$2.75B
Total AUM (reported)
60.91M
Total Shares
Allocation by class
COM$2.25B81.7%
SPON ADS$174.54M6.3%
CLASS A COM$81.18M2.9%
SPONSORED ADS$50.60M1.8%
COM UT LTD PTN$45.10M1.6%
CL B$39.24M1.4%
CL A$29.75M1.1%
Portfolio Concentration
Top 3$471.09M17.1%
4–10$680.03M24.7%
11–25$912.44M33.1%
Rest$689.86M25.1%
Top 3 weight
17.1%
Top 10 weight
41.8%
Voting Authority Distribution
Total shares with voting rights: 60.91M
Sole
Full voting authority
60.91M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings54
Rows:
SHELL PLC
SOLEShares2.38M
TypeSH
Market value$174.54M
6.34%
Sole
2.38M
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares1.39M
TypeSH
Market value$163.35M
5.93%
Sole
1.39M
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares3.44M
TypeSH
Market value$133.20M
4.84%
Sole
3.44M
Shared
0.00
None
0.00
TARGA RES CORP
SOLEShares649.26K
TypeSH
Market value$130.16M
4.73%
Sole
649.26K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares927.77K
TypeSH
Market value$110.34M
4.01%
Sole
927.77K
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares1.18M
TypeSH
Market value$101.23M
3.68%
Sole
1.18M
Shared
0.00
None
0.00
EQT CORP
SOLEShares1.68M
TypeSH
Market value$89.94M
3.27%
Sole
1.68M
Shared
0.00
None
0.00
MASTEC INC
SOLEShares761.02K
TypeSH
Market value$88.82M
3.23%
Sole
761.02K
Shared
0.00
None
0.00
PERMIAN RESOURCES CORP
SOLEShares5.86M
TypeSH
Market value$81.18M
2.95%
Sole
5.86M
Shared
0.00
None
0.00
OVINTIV INC
SOLEShares1.83M
TypeSH
Market value$78.36M
2.85%
Sole
1.83M
Shared
0.00
None
0.00
ANTERO RESOURCES CORP
SOLEShares1.92M
TypeSH
Market value$77.79M
2.83%
Sole
1.92M
Shared
0.00
None
0.00
NISOURCE INC
SOLEShares1.94M
TypeSH
Market value$77.65M
2.82%
Sole
1.94M
Shared
0.00
None
0.00
TC ENERGY CORP
SOLEShares1.62M
TypeSH
Market value$76.75M
2.79%
Sole
1.62M
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares664.68K
TypeSH
Market value$73.99M
2.69%
Sole
664.68K
Shared
0.00
None
0.00
PPL CORP
SOLEShares1.97M
TypeSH
Market value$71.09M
2.58%
Sole
1.97M
Shared
0.00
None
0.00
PINNACLE WEST CAP CORP
SOLEShares706.27K
TypeSH
Market value$67.27M
2.44%
Sole
706.27K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares203.94K
TypeSH
Market value$62.26M
2.26%
Sole
203.94K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares1.89M
TypeSH
Market value$58.35M
2.12%
Sole
1.89M
Shared
0.00
None
0.00
ATMOS ENERGY CORP
SOLEShares334.69K
TypeSH
Market value$51.74M
1.88%
Sole
334.69K
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares3.68M
TypeSH
Market value$51.21M
1.86%
Sole
3.68M
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares1.05M
TypeSH
Market value$50.72M
1.84%
Sole
1.05M
Shared
0.00
None
0.00
TENARIS S A
SOLEShares1.29M
TypeSH
Market value$50.60M
1.84%
Sole
1.29M
Shared
0.00
None
0.00
HESS CORP
SOLEShares303.60K
TypeSH
Market value$48.49M
1.76%
Sole
303.60K
Shared
0.00
None
0.00
VALERO ENERGY CORP
SOLEShares361.47K
TypeSH
Market value$47.74M
1.73%
Sole
361.47K
Shared
0.00
None
0.00
CENTERPOINT ENERGY INC
SOLEShares1.29M
TypeSH
Market value$46.79M
1.70%
Sole
1.29M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SHELL PLCSOLE | SPON ADS | 2.38M | SH | $174.54M 6.34% | 2.38M | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 1.39M | SH | $163.35M 5.93% | 1.39M | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 3.44M | SH | $133.20M 4.84% | 3.44M | 0.00 | 0.00 |
TARGA RES CORPSOLE | COM | 649.26K | SH | $130.16M 4.73% | 649.26K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 927.77K | SH | $110.34M 4.01% | 927.77K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 1.18M | SH | $101.23M 3.68% | 1.18M | 0.00 | 0.00 |
EQT CORPSOLE | COM | 1.68M | SH | $89.94M 3.27% | 1.68M | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 761.02K | SH | $88.82M 3.23% | 761.02K | 0.00 | 0.00 |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 5.86M | SH | $81.18M 2.95% | 5.86M | 0.00 | 0.00 |
OVINTIV INCSOLE | COM | 1.83M | SH | $78.36M 2.85% | 1.83M | 0.00 | 0.00 |
ANTERO RESOURCES CORPSOLE | COM | 1.92M | SH | $77.79M 2.83% | 1.92M | 0.00 | 0.00 |
NISOURCE INCSOLE | COM | 1.94M | SH | $77.65M 2.82% | 1.94M | 0.00 | 0.00 |
TC ENERGY CORPSOLE | COM | 1.62M | SH | $76.75M 2.79% | 1.62M | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 664.68K | SH | $73.99M 2.69% | 664.68K | 0.00 | 0.00 |
PPL CORPSOLE | COM | 1.97M | SH | $71.09M 2.58% | 1.97M | 0.00 | 0.00 |
PINNACLE WEST CAP CORPSOLE | COM | 706.27K | SH | $67.27M 2.44% | 706.27K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 203.94K | SH | $62.26M 2.26% | 203.94K | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 1.89M | SH | $58.35M 2.12% | 1.89M | 0.00 | 0.00 |
ATMOS ENERGY CORPSOLE | COM | 334.69K | SH | $51.74M 1.88% | 334.69K | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 3.68M | SH | $51.21M 1.86% | 3.68M | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 1.05M | SH | $50.72M 1.84% | 1.05M | 0.00 | 0.00 |
TENARIS S ASOLE | SPONSORED ADS | 1.29M | SH | $50.60M 1.84% | 1.29M | 0.00 | 0.00 |
HESS CORPSOLE | COM | 303.60K | SH | $48.49M 1.76% | 303.60K | 0.00 | 0.00 |
VALERO ENERGY CORPSOLE | COM | 361.47K | SH | $47.74M 1.73% | 361.47K | 0.00 | 0.00 |
CENTERPOINT ENERGY INCSOLE | COM | 1.29M | SH | $46.79M 1.70% | 1.29M | 0.00 | 0.00 |
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