§ 13F · FUND PROFILE
Merewether Investment Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 77Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4348.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ETR | ENTERGY CORP NEW | 1.80M | $166.1T | 3.8% | NEW |
| 2 | XEL | XCEL ENERGY INC | 2.17M | $160.1T | 3.7% | NEW |
| 3 | EXE | EXPAND ENERGY CORPORATION | 1.33M | $146.7T | 3.4% | NEW |
| 4 | SU | SUNCOR ENERGY INC NEW | 3.28M | $145.5T | 3.3% | NEW |
| 5 | OVV | OVINTIV INC | 3.61M | $141.6T | 3.3% | NEW |
| 6 | WMB | WILLIAMS COS INC | 2.34M | $140.7T | 3.2% | NEW |
| 7 | TRGP | TARGA RES CORP | 750K | $138.3T | 3.2% | NEW |
| 8 | SRE | SEMPRA | 1.55M | $136.6T | 3.1% | NEW |
| 9 | NVT | NVENT ELECTRIC PLC | 1.34M | $136.2T | 3.1% | NEW |
| 10 | DTM | DT MIDSTREAM INC | 1.04M | $124.8T | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MEREWETHER SIGNAL
AC read
Merewether Investment Management, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed