Long-term investor
Merewether Investment Management, LP @merewetherinvestmentmana
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001736852).
Record
- Tracked since 2025-06-30 (434 days), 291 trades recorded
- Returns: week n/a · month n/a · 90 days -2.4% · 6 months +24.0% · 1 year +35.0% · all +35.0%
- Max drawdown -2.4% · Sharpe 1.23 · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DVN · 5.1% · long · since 2026-06-30
- OVV · 4.3% · long · since 2025-06-30
- ETR · 3.9% · long · since 2025-06-30
- VST · 3.8% · long · since 2025-06-30
- DAR · 3.1% · long · since 2025-06-30
- PSX · 3.1% · long · since 2026-03-31
- WMB · 3.1% · long · since 2025-12-31
- SU · 2.9% · long · since 2025-06-30
- DTM · 2.6% · long · since 2025-06-30
- TRGP · 2.5% · long · since 2025-06-30
- CNP · 2.5% · long · since 2025-06-30
- CVE · 2.3% · long · since 2025-06-30
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