Merewether Investment Management, Lp Top Holdings and 13F Report (2025) About Merewether Investment Management, LpInvestment ActivityMerewether Investment Management, Lp has $3.47 billion in total holdings as of June 30, 2025.Merewether Investment Management, Lp owns shares of 63 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 38.09% of the portfolio was purchased this quarter.About 22.38% of the portfolio was sold this quarter.This quarter, Merewether Investment Management, Lp has purchased 54 new stocks and bought additional shares in 20 stocks.Merewether Investment Management, Lp sold shares of 20 stocks and completely divested from 13 stocks this quarter.Largest Holdings Vistra $254,964,032EQT $196,146,840Targa Resources $172,788,675Shell $172,266,585Kinder Morgan $138,476,940 Largest New Holdings this Quarter 49456B101 - Kinder Morgan $138,476,940 HoldingG6700G107 - nVent Electric $78,221,771 Holding61945C103 - Mosaic $72,379,968 Holding443510607 - Hubbell $68,163,629 Holding98389B100 - Xcel Energy $64,361,991 Holding Largest Purchases this Quarter Kinder Morgan 4,710,100 shares (about $138.48M)EQT 1,680,029 shares (about $97.98M)Sempra Energy 1,279,431 shares (about $96.94M)nVent Electric 1,067,874 shares (about $78.22M)Mosaic 1,984,100 shares (about $72.38M) Largest Sales this Quarter Antero Resources 1,841,639 shares (about $74.18M)GE VERNOVA INC 81,586 shares (about $43.17M)MasTec 218,276 shares (about $37.20M)TechnipFMC 900,181 shares (about $31.00M)Tenaris 760,218 shares (about $28.43M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMerewether Investment Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVSTVistra$254,964,032$14,603,196 ▼-5.4%1,315,5367.3%UtilitiesEQTEQT$196,146,840$97,979,292 ▲99.8%3,363,2865.6%EnergyTRGPTarga Resources$172,788,675$59,764,972 ▲52.9%992,5825.0%EnergySHELShell$172,266,585$4,563,624 ▲2.7%2,446,6215.0%EnergyKMIKinder Morgan$138,476,940$138,476,940 ▲New Holding4,710,1004.0%EnergySRESempra Energy$127,061,138$96,942,487 ▲321.9%1,676,9323.7%UtilitiesNINiSource$121,269,866$43,138,103 ▲55.2%3,006,1943.5%UtilitiesSUSuncor Energy$117,230,009$11,683,293 ▼-9.1%3,127,7043.4%EnergyETREntergy$101,763,816$3,336,104 ▲3.4%1,224,3002.9%UtilitiesMTZMasTec$92,499,178$37,200,779 ▼-28.7%542,7402.7%ConstructionCVECenovus Energy$82,833,819$32,763,706 ▲65.4%6,090,7222.4%EnergyOVVOvintiv$81,662,758$11,998,345 ▲17.2%2,146,1962.4%EnergyTALEN ENERGY CORP$79,426,442$38,243,815 ▲92.9%273,1592.3%COMNVTnVent Electric$78,221,771$78,221,771 ▲New Holding1,067,8742.3%Computer and TechnologyXOMExxon Mobil$75,502,365$24,510,917 ▼-24.5%700,3932.2%EnergyCHKChesapeake Energy$75,060,863$2,667,051 ▼-3.4%641,8752.2%EnergyPERMIAN RESOURCES CORP$73,605,708$6,225,893 ▼-7.8%5,404,2372.1%CLASS A COMMOSMosaic$72,379,968$72,379,968 ▲New Holding1,984,1002.1%Basic MaterialsVLOValero Energy$71,434,955$22,846,426 ▲47.0%531,4312.1%EnergyHUBBHubbell$68,163,629$68,163,629 ▲New Holding166,9002.0%IndustrialsPNWPinnacle West Capital$65,687,085$2,497,108 ▲4.0%734,1801.9%UtilitiesGE VERNOVA INC$64,744,677$43,171,232 ▼-40.0%122,3561.9%COMXELXcel Energy$64,361,991$64,361,991 ▲New Holding945,1101.9%UtilitiesFANGDiamondback Energy$58,209,510$30,637,040 ▲111.1%423,6501.7%EnergyCNQCanadian Natural Resources$57,036,938$2,447,473 ▼-4.1%1,816,4631.6%EnergyATOAtmos Energy$53,712,883$2,133,191 ▲4.1%348,5361.5%UtilitiesCNPCenterPoint Energy$49,373,527$1,920,143 ▲4.0%1,343,8631.4%UtilitiesFLSFlowserve$46,554,855$46,554,855 ▲New Holding889,3001.3%IndustrialsKGSKodiak Gas Services$40,614,234$1,385,845 ▼-3.3%1,185,1251.2%EnergyFCXFreeport-McMoRan$39,802,063$5,130,212 ▼-11.4%918,1561.1%Basic MaterialsITRIItron$39,592,593$37,196,927 ▲1,552.7%300,7871.1%Computer and TechnologyGNRCGenerac$38,079,396$38,079,396 ▲New Holding265,8991.1%IndustrialsDTMDT Midstream$37,611,202$33,478,586 ▲810.1%342,2001.1%EnergyFIXComfort Systems USA$37,210,293$37,210,293 ▲New Holding69,3951.1%ConstructionIAGIamgold$36,887,372$4,790,657 ▲14.9%5,018,6901.1%Basic MaterialsMPCMarathon Petroleum$35,547,540$35,547,540 ▲New Holding214,0001.0%EnergyOGEOGE Energy$34,786,154$5,812,271 ▼-14.3%783,8251.0%UtilitiesVIPER ENERGY INC$33,973,144$33,973,144 ▲New Holding890,9821.0%CL AHESHess$33,261,376$8,799,368 ▼-20.9%240,0851.0%EnergyFSLRFirst Solar$32,876,244$24,374,772 ▲286.7%198,6000.9%EnergyESIElement Solutions$28,030,598$28,030,598 ▲New Holding1,237,5540.8%Basic MaterialsKGCKinross Gold$26,845,275$6,641,625 ▼-19.8%1,717,5480.8%Basic MaterialsRIOTRiot Platforms$26,660,090$26,660,090 ▲New Holding2,359,3000.8%FinanceETEnergy Transfer$23,852,046$20,135,178 ▼-45.8%1,315,6120.7%EnergyBKV CORP$21,141,590$763,615 ▲3.7%876,5170.6%COMIRENIREN$21,024,510$21,024,510 ▲New Holding1,443,0000.6%FinanceBARRICK MNG CORP$20,039,250$20,039,250 ▲New Holding962,5000.6%COM SHSTSTenaris$19,953,461$28,432,153 ▼-58.8%533,5150.6%IndustrialsBKRBaker Hughes$18,063,738$7,889,759 ▼-30.4%471,1460.5%EnergyFTITechnipFMC$16,783,921$31,002,234 ▼-64.9%487,3380.5%EnergyHCCWarrior Met Coal$15,772,624$7,857,874 ▼-33.3%344,1550.5%EnergyCTRACoterra Energy$15,441,192$15,441,192 ▲New Holding608,4000.4%EnergyCCJCameco$12,660,223$611,210 ▲5.1%170,5540.4%Basic MaterialsSLBSchlumberger$11,938,160$11,938,160 ▲New Holding353,2000.3%EnergySABLE OFFSHORE CORP$8,792,000$8,792,000 ▲New Holding400,0000.3%COM SHSNXTNextracker$8,466,225$8,466,225 ▲New Holding155,7150.2%EnergyPRIMPrimoris Services$8,115,970$8,115,970 ▲New Holding104,1310.2%ConstructionEQXEquinox Gold$5,728,150$5,728,150 ▲New Holding996,2000.2%Basic MaterialsFROFrontline$5,246,277$5,246,277 ▲New Holding319,7000.2%TransportationARAntero Resources$3,298,932$74,181,219 ▼-95.7%81,9000.1%EnergyDARDarling Ingredients$782,095$52,585 ▼-6.3%20,6140.0%Consumer StaplesALVAutoliv$716,1600.0%6,4000.0%Auto/Tires/TrucksMPLXMplx$71,074$71,074 ▲New Holding329,8020.0%EnergyTRPTC Energy$0$76,748,533 ▼-100.0%00.0%EnergyPPLPPL$0$71,093,801 ▼-100.0%00.0%UtilitiesNEMNewmont$0$50,717,030 ▼-100.0%00.0%Basic MaterialsCOPConocoPhillips$0$45,700,398 ▼-100.0%00.0%EnergyPNMPNM Resources$0$39,933,516 ▼-100.0%00.0%UtilitiesNUENucor$0$31,973,616 ▼-100.0%00.0%Basic MaterialsKINETIK HOLDINGS INC$0$29,408,428 ▼-100.0%00.0%COM NEW CL ALBRTLiberty Energy$0$29,241,398 ▼-100.0%00.0%EnergyEVERGY INC$0$25,973,465 ▼-100.0%00.0%COMFLEXFlex$0$15,085,671 ▼-100.0%00.0%Computer and TechnologyRSReliance$0$11,145,461 ▼-100.0%00.0%Basic MaterialsWFRDWeatherford International$0$5,224,017 ▼-100.0%00.0%EnergyDINOHF Sinclair$0$5,004,796 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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