Filed: 8/14/2025ACC: 0001420506-25-002162
📋 What this filing means
MEREWETHER INVESTMENT MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $3.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$3.47B
Total AUM (reported)
73.76M
Total Shares
Allocation by class
COM$2.90B83.7%
SPON ADS$172.27M5.0%
CLASS A COM$82.07M2.4%
SHS$78.22M2.3%
CL A$52.04M1.5%
CL B$39.80M1.1%
COMMON STOCK$37.61M1.1%
Portfolio Concentration
Top 3$623.90M18.0%
4–10$870.57M25.1%
11–25$1.07B30.8%
Rest$909.31M26.2%
Top 3 weight
18.0%
Top 10 weight
43.0%
Voting Authority Distribution
Total shares with voting rights: 73.76M
Sole
Full voting authority
73.76M
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)
Sole63
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings63
Rows:
VISTRA CORP
SOLEShares1.32M
TypeSH
Market value$254.96M
7.34%
Sole
1.32M
Shared
0.00
None
0.00
EQT CORP
SOLEShares3.36M
TypeSH
Market value$196.15M
5.65%
Sole
3.36M
Shared
0.00
None
0.00
TARGA RES CORP
SOLEShares992.58K
TypeSH
Market value$172.79M
4.98%
Sole
992.58K
Shared
0.00
None
0.00
SHELL PLC
SOLEShares2.45M
TypeSH
Market value$172.27M
4.96%
Sole
2.45M
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares4.71M
TypeSH
Market value$138.48M
3.99%
Sole
4.71M
Shared
0.00
None
0.00
SEMPRA
SOLEShares1.68M
TypeSH
Market value$127.06M
3.66%
Sole
1.68M
Shared
0.00
None
0.00
NISOURCE INC
SOLEShares3.01M
TypeSH
Market value$121.27M
3.49%
Sole
3.01M
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares3.13M
TypeSH
Market value$117.23M
3.38%
Sole
3.13M
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares1.22M
TypeSH
Market value$101.76M
2.93%
Sole
1.22M
Shared
0.00
None
0.00
MASTEC INC
SOLEShares542.74K
TypeSH
Market value$92.50M
2.66%
Sole
542.74K
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares6.09M
TypeSH
Market value$82.83M
2.39%
Sole
6.09M
Shared
0.00
None
0.00
OVINTIV INC
SOLEShares2.15M
TypeSH
Market value$81.66M
2.35%
Sole
2.15M
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares273.16K
TypeSH
Market value$79.43M
2.29%
Sole
273.16K
Shared
0.00
None
0.00
NVENT ELECTRIC PLC
SOLEShares1.07M
TypeSH
Market value$78.22M
2.25%
Sole
1.07M
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares700.39K
TypeSH
Market value$75.50M
2.17%
Sole
700.39K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares641.88K
TypeSH
Market value$75.06M
2.16%
Sole
641.88K
Shared
0.00
None
0.00
PERMIAN RESOURCES CORP
SOLEShares5.40M
TypeSH
Market value$73.61M
2.12%
Sole
5.40M
Shared
0.00
None
0.00
MOSAIC CO NEW
SOLEShares1.98M
TypeSH
Market value$72.38M
2.08%
Sole
1.98M
Shared
0.00
None
0.00
VALERO ENERGY CORP
SOLEShares531.43K
TypeSH
Market value$71.43M
2.06%
Sole
531.43K
Shared
0.00
None
0.00
HUBBELL INC
SOLEShares166.90K
TypeSH
Market value$68.16M
1.96%
Sole
166.90K
Shared
0.00
None
0.00
PINNACLE WEST CAP CORP
SOLEShares734.18K
TypeSH
Market value$65.69M
1.89%
Sole
734.18K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares122.36K
TypeSH
Market value$64.74M
1.86%
Sole
122.36K
Shared
0.00
None
0.00
XCEL ENERGY INC
SOLEShares945.11K
TypeSH
Market value$64.36M
1.85%
Sole
945.11K
Shared
0.00
None
0.00
DIAMONDBACK ENERGY INC
SOLEShares423.65K
TypeSH
Market value$58.21M
1.68%
Sole
423.65K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares1.82M
TypeSH
Market value$57.04M
1.64%
Sole
1.82M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISTRA CORPSOLE | COM | 1.32M | SH | $254.96M 7.34% | 1.32M | 0.00 | 0.00 |
EQT CORPSOLE | COM | 3.36M | SH | $196.15M 5.65% | 3.36M | 0.00 | 0.00 |
TARGA RES CORPSOLE | COM | 992.58K | SH | $172.79M 4.98% | 992.58K | 0.00 | 0.00 |
SHELL PLCSOLE | SPON ADS | 2.45M | SH | $172.27M 4.96% | 2.45M | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 4.71M | SH | $138.48M 3.99% | 4.71M | 0.00 | 0.00 |
SEMPRASOLE | COM | 1.68M | SH | $127.06M 3.66% | 1.68M | 0.00 | 0.00 |
NISOURCE INCSOLE | COM | 3.01M | SH | $121.27M 3.49% | 3.01M | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 3.13M | SH | $117.23M 3.38% | 3.13M | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 1.22M | SH | $101.76M 2.93% | 1.22M | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 542.74K | SH | $92.50M 2.66% | 542.74K | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 6.09M | SH | $82.83M 2.39% | 6.09M | 0.00 | 0.00 |
OVINTIV INCSOLE | COM | 2.15M | SH | $81.66M 2.35% | 2.15M | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 273.16K | SH | $79.43M 2.29% | 273.16K | 0.00 | 0.00 |
NVENT ELECTRIC PLCSOLE | SHS | 1.07M | SH | $78.22M 2.25% | 1.07M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 700.39K | SH | $75.50M 2.17% | 700.39K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 641.88K | SH | $75.06M 2.16% | 641.88K | 0.00 | 0.00 |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 5.40M | SH | $73.61M 2.12% | 5.40M | 0.00 | 0.00 |
MOSAIC CO NEWSOLE | COM | 1.98M | SH | $72.38M 2.08% | 1.98M | 0.00 | 0.00 |
VALERO ENERGY CORPSOLE | COM | 531.43K | SH | $71.43M 2.06% | 531.43K | 0.00 | 0.00 |
HUBBELL INCSOLE | COM | 166.90K | SH | $68.16M 1.96% | 166.90K | 0.00 | 0.00 |
PINNACLE WEST CAP CORPSOLE | COM | 734.18K | SH | $65.69M 1.89% | 734.18K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 122.36K | SH | $64.74M 1.86% | 122.36K | 0.00 | 0.00 |
XCEL ENERGY INCSOLE | COM | 945.11K | SH | $64.36M 1.85% | 945.11K | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCSOLE | COM | 423.65K | SH | $58.21M 1.68% | 423.65K | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 1.82M | SH | $57.04M 1.64% | 1.82M | 0.00 | 0.00 |
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