Merewether Investment Management, LP - Q42025 Holdings

Merewether Investment Management, LP holds 77 stocks with a total portfolio value of $ 4.35B as of Q42025. In Q42025, Merewether Investment Management, LP added 26 new positions, increased stakes in 18 stocks, reduced 30 holdings, and fully exited 19 positions. The largest holding is Entergy Corp New (ETR), representing 3.82% of the total portfolio.