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 (477 days), 291 trades recorded
  • Returns: week n/a · month n/a · 90 days -2.3% · 6 months -4.2% · 1 year +10.6% · all +10.6%
  • Max drawdown n/a · 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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