Filed: 11/14/2025ACC: 0001420506-25-003417
📋 What this filing means
MEREWETHER INVESTMENT MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $4.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$4.18B
Total AUM (reported)
87.11M
Total Shares
Allocation by class
COM$3.13B74.8%
SHS$206.13M4.9%
CL A$172.45M4.1%
COM SHS$164.06M3.9%
CLASS A COM$133.88M3.2%
COM NEW$118.05M2.8%
COMMON STOCK$113.13M2.7%
Portfolio Concentration
Top 3$560.14M13.4%
4–10$1.03B24.8%
11–25$1.46B34.9%
Rest$1.13B27.0%
Top 3 weight
13.4%
Top 10 weight
38.2%
Voting Authority Distribution
Total shares with voting rights: 87.11M
Sole
Full voting authority
87.11M
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)
Sole70
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings70
Rows:
ENTERGY CORP NEW
SOLEShares2.15M
TypeSH
Market value$200.17M
4.79%
Sole
2.15M
Shared
0.00
None
0.00
MASTEC INC
SOLEShares867.24K
TypeSH
Market value$184.56M
4.42%
Sole
867.24K
Shared
0.00
None
0.00
SEMPRA
SOLEShares1.95M
TypeSH
Market value$175.41M
4.20%
Sole
1.95M
Shared
0.00
None
0.00
NVENT ELECTRIC PLC
SOLEShares1.70M
TypeSH
Market value$167.66M
4.01%
Sole
1.70M
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares1.52M
TypeSH
Market value$161.22M
3.86%
Sole
1.52M
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares3.68M
TypeSH
Market value$154.02M
3.68%
Sole
3.68M
Shared
0.00
None
0.00
EQT CORP
SOLEShares2.74M
TypeSH
Market value$148.87M
3.56%
Sole
2.74M
Shared
0.00
None
0.00
XCEL ENERGY INC
SOLEShares1.76M
TypeSH
Market value$142.26M
3.40%
Sole
1.76M
Shared
0.00
None
0.00
TARGA RES CORP
SOLEShares798.18K
TypeSH
Market value$133.73M
3.20%
Sole
798.18K
Shared
0.00
None
0.00
NISOURCE INC
SOLEShares2.93M
TypeSH
Market value$127.07M
3.04%
Sole
2.93M
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares7.14M
TypeSH
Market value$121.28M
2.90%
Sole
7.14M
Shared
0.00
None
0.00
DT MIDSTREAM INC
SOLEShares1M
TypeSH
Market value$113.13M
2.71%
Sole
1M
Shared
0.00
None
0.00
PERMIAN RESOURCES CORP
SOLEShares8.84M
TypeSH
Market value$113.10M
2.71%
Sole
8.84M
Shared
0.00
None
0.00
VALERO ENERGY CORP
SOLEShares634.73K
TypeSH
Market value$108.07M
2.59%
Sole
634.73K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares2.17M
TypeSH
Market value$105.52M
2.52%
Sole
2.17M
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares241.16K
TypeSH
Market value$102.58M
2.45%
Sole
241.16K
Shared
0.00
None
0.00
DUPONT DE NEMOURS INC
SOLEShares1.28M
TypeSH
Market value$99.69M
2.38%
Sole
1.28M
Shared
0.00
None
0.00
CENTERPOINT ENERGY INC
SOLEShares2.49M
TypeSH
Market value$96.75M
2.31%
Sole
2.49M
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares420.70K
TypeSH
Market value$92.78M
2.22%
Sole
420.70K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares215.80K
TypeSH
Market value$91.15M
2.18%
Sole
215.80K
Shared
0.00
None
0.00
BARRICK MNG CORP
SOLEShares2.65M
TypeSH
Market value$86.75M
2.08%
Sole
2.65M
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares530.73K
TypeSH
Market value$85.95M
2.06%
Sole
530.73K
Shared
0.00
None
0.00
HUBBELL INC
SOLEShares198K
TypeSH
Market value$85.20M
2.04%
Sole
198K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares2.77M
TypeSH
Market value$78.30M
1.87%
Sole
2.77M
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares693.89K
TypeSH
Market value$78.24M
1.87%
Sole
693.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ENTERGY CORP NEWSOLE | COM | 2.15M | SH | $200.17M 4.79% | 2.15M | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 867.24K | SH | $184.56M 4.42% | 867.24K | 0.00 | 0.00 |
SEMPRASOLE | COM | 1.95M | SH | $175.41M 4.20% | 1.95M | 0.00 | 0.00 |
NVENT ELECTRIC PLCSOLE | SHS | 1.70M | SH | $167.66M 4.01% | 1.70M | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 1.52M | SH | $161.22M 3.86% | 1.52M | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 3.68M | SH | $154.02M 3.68% | 3.68M | 0.00 | 0.00 |
EQT CORPSOLE | COM | 2.74M | SH | $148.87M 3.56% | 2.74M | 0.00 | 0.00 |
XCEL ENERGY INCSOLE | COM | 1.76M | SH | $142.26M 3.40% | 1.76M | 0.00 | 0.00 |
TARGA RES CORPSOLE | COM | 798.18K | SH | $133.73M 3.20% | 798.18K | 0.00 | 0.00 |
NISOURCE INCSOLE | COM | 2.93M | SH | $127.07M 3.04% | 2.93M | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 7.14M | SH | $121.28M 2.90% | 7.14M | 0.00 | 0.00 |
DT MIDSTREAM INCSOLE | COMMON STOCK | 1M | SH | $113.13M 2.71% | 1M | 0.00 | 0.00 |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 8.84M | SH | $113.10M 2.71% | 8.84M | 0.00 | 0.00 |
VALERO ENERGY CORPSOLE | COM | 634.73K | SH | $108.07M 2.59% | 634.73K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 2.17M | SH | $105.52M 2.52% | 2.17M | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 241.16K | SH | $102.58M 2.45% | 241.16K | 0.00 | 0.00 |
DUPONT DE NEMOURS INCSOLE | COM | 1.28M | SH | $99.69M 2.38% | 1.28M | 0.00 | 0.00 |
CENTERPOINT ENERGY INCSOLE | COM | 2.49M | SH | $96.75M 2.31% | 2.49M | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 420.70K | SH | $92.78M 2.22% | 420.70K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 215.80K | SH | $91.15M 2.18% | 215.80K | 0.00 | 0.00 |
BARRICK MNG CORPSOLE | COM SHS | 2.65M | SH | $86.75M 2.08% | 2.65M | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 530.73K | SH | $85.95M 2.06% | 530.73K | 0.00 | 0.00 |
HUBBELL INCSOLE | COM | 198K | SH | $85.20M 2.04% | 198K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 2.77M | SH | $78.30M 1.87% | 2.77M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 693.89K | SH | $78.24M 1.87% | 693.89K | 0.00 | 0.00 |
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