Investor Details
| Filer Name: | MEREWETHER INVESTMENT MANAGEMENT, LP |
|---|---|
| CIK: | 1736852 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 52 |
| Portfolio Value: | $2.50B |
Merewether Investment Management, Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| TRGP | US | TARGA RESOURCES CORP | 937,521 | $167M | 6.68% | 9.6% | - |
| TRP | US | TC ENERGY CORP | 3,524,649 | $164M | 6.56% | -14.0% | - |
| SHEL | US | SHELL PLC-ADR | 2,262,997 | $142M | 5.66% | 46.5% | - |
| COP | US | CONOCOPHILLIPS | 1,404,145 | $139M | 5.56% | 18.3% | - |
| VST | US | VISTRA CORP | 975,142 | $134M | 5.37% | 10.8% | - |
| ETR | US | ENTERGY CORP | 1,419,507 | $108M | 4.30% | 100.0% | - |
| EQT | US | EQT CORP | 2,156,322 | $99M | 3.97% | 25.4% | - |
| GEV | US | GE VERNOVA INC | 252,269 | $83M | 3.31% | -59.3% | - |
| PPL | US | PPL CORP | 2,158,446 | $70M | 2.80% | 100.0% | - |
| PNW | US | PINNACLE WEST CAPITAL | 816,710 | $69M | 2.76% | 100.0% | - |
| CVE | US | CENOVUS ENERGY INC | 4,311,674 | $65M | 2.61% | -11.9% | - |
| AR | US | ANTERO RESOURCES CORP | 1,806,095 | $63M | 2.53% | -9.0% | - |
| FLEX | US | FLEX LTD | 1,634,987 | $63M | 2.51% | 17.3% | - |
| NGG | US | NATIONAL GRID PLC-SP ADR | 1,053,461 | $63M | 2.50% | 10.3% | - |
| CVX | US | CHEVRON CORP | 371,896 | $54M | 2.15% | 351.9% | - |
| PR | US | PERMIAN RESOURCES CORP | 3,621,015 | $52M | 2.08% | -22.8% | - |
| ET | US | ENERGY TRANSFER LP | 2,618,212 | $51M | 2.05% | 36.5% | - |
| EXE | US | EXPAND ENERGY CORP | 499,891 | $50M | 1.99% | 100.0% | - |
| TLN | US | TALEN ENERGY CORP | 245,208 | $49M | 1.97% | -57.0% | - |
| ATO | US | ATMOS ENERGY CORP | 343,343 | $48M | 1.91% | 100.0% | - |