Merewether Investment Management, Lp filed its 13F report for Q1 2025 on May 15, 2025. The portfolio totaled 2.75 B reflecting a +9.94% change from the prior quarter, spanning 54 assets. The top 10 holdings comprised 41.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 17 new positions and 15 complete exits.
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Merewether Investment Management submitted their Form 13F-HR for the Q1 2025 period on 05/15/2025. This was the only submission for the quarter.
In the Q1 2025 filing, Merewether Investment Management reported a managed portfolio value of 2.75 B, consisting of 54 individual positions.
This page displays the raw filing documents. To see which stocks Merewether Investment Management bought or sold during Q1 2025, please visit Merewether Investment Management's Portfolio Analysis page.