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Merewether Investment Management, LP
Merewether Investment Management, LP is an institutional investment manager headquartered in Dallas, Texas. Founded in 2017, the firm advises private funds and institutional clients, focusing on U.S. and global public equities and related strategies. It manages assets for pooled investment vehicles and leverages a research-driven, active management approach. Employee count details are not public, but the firm operates with a boutique, experienced team to serve sophisticated investors.
Investment Strategy
Merewether Investment Management, LP pursues active management strategies primarily in U.S. and global equity markets. The firm focuses on identifying value and growth opportunities resulting from cyclical shifts and company-specific catalysts. It employs deep fundamental research to construct a concentrated portfolio, aiming for asymmetric risk/return characterized by significant upside capture while maintaining strict risk controls. The strategy includes both long and short positions and may use derivatives and other instruments to express investment views and hedge risks.
Latest 13F Filing Activity
Merewether Investment Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 63 equity positions with a total 13F market value of $3B. The fund increased holdings in Kinder Morgan Inc. Del, EQT Corp., Sempra among other positions. Merewether Investment Management, LP reduced exposure to TC Energy Corp., Antero Resources Corp., PPL Corp. among others.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VST | VISTRA CORP | 7.34% | $255.0M | 1,315,536 | $60.87 | $193.81 | +$91.6M |
E EQT | EQT CORP | 5.65% | $196.1M | 3,363,286 | $48.45 | $58.32 | +$106.2M |
T TRGP | TARGA RES CORP | 4.98% | $172.8M | 992,582 | $114.32 | $174.08 | +$42.6M |
S SHEL | SHELL PLC | 4.96% | $172.3M | 2,446,621 | $65.39 | $70.41 | -$2.3M |
K KMI | KINDER MORGAN INC DEL | 3.99% | $138.5M | 4,710,100 | $29.40 | $29.40 | +$138.5M |
Industry Allocation
Investment Team (11)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Analyst | Dallas, TX , United States | |
 | Senior Analyst | Dallas, TX , United States | |
 | Portfolio Manager | New York, NY , United States | |
 | Senior Analyst | United States | |
K Kian Hidari | Analyst | Dallas, TX , United States | |
 | Partner, Portfolio Manager | Dallas, TX , United States | |
 | Senior Analyst | Dallas, TX , United States | |
 | Senior Analyst | Houston, TX , United States | |
R Rohan Shah | Analyst | Houston, TX , United States | |
 | Senior Analyst | United States |
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