# EDGAR Filing Document

**Accession Number:** 0001736852
**File Stem:** 0001420506-25-002162
**Filing Date:** 2025-8
**Character Count:** 10256
**Document Hash:** ce7d8e997fcafd051e362b6f8b708da2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-25-002162.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001420506-25-002162

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Merewether Investment Management, LP
- **CENTRAL INDEX KEY:** 0001736852

**ORGANIZATION NAME:**
- **EIN:** 822252147
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20874
- **FILM NUMBER:** 251218376

**BUSINESS ADDRESS:**
- **STREET 1:** 1900 N PEARL ST
- **STREET 2:** SUITE 2175
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75201
- **BUSINESS PHONE:** 214.453.5227

**MAIL ADDRESS:**
- **STREET 1:** 1900 N PEARL ST
- **STREET 2:** SUITE 2175
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75201

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Merewether Cyclicals Partners LP
- **DATE OF NAME CHANGE:** 20210511

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Merewether Investment Management, LP
- **DATE OF NAME CHANGE:** 20191113

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MEREWETHER CYCLICALS PARTNERS, LP
- **DATE OF NAME CHANGE:** 20180410

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Merewether Investment Management LP<br>**Address:** 1900 N PEARL ST<br>SUITE 2175<br>DALLAS, TX 75201

**Form 13F File Number:** 028-20874

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Janice Ezell<br>**Title:** CFO/CCO<br>**Phone:** 214.453.5527

**Signature, Place, and Date of Signing:**

Janice Ezell CFO/CCO  DALLAS, TX  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 63

**Form 13F Information Table Value Total:** $3472105995

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ANTERO RESOURCES CORP | COM | 03674X106 |  | 3298932 | 81900 | SH |  | SOLE |  | 81900 | 0 | 0 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 53712883 | 348536 | SH |  | SOLE |  | 348536 | 0 | 0 |
| AUTOLIV INC | COM | 052800109 |  | 716160 | 6400 | SH |  | SOLE |  | 6400 | 0 | 0 |
| BAKER HUGHES COMPANY | CL A | 05722G100 |  | 18063738 | 471146 | SH |  | SOLE |  | 471146 | 0 | 0 |
| BARRICK MNG CORP | COM SHS | 06849F108 |  | 20039250 | 962500 | SH |  | SOLE |  | 962500 | 0 | 0 |
| BKV CORP | COM | 05603J108 |  | 21141590 | 876517 | SH |  | SOLE |  | 876517 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 |  | 12660223 | 170554 | SH |  | SOLE |  | 170554 | 0 | 0 |
| CANADIAN NAT RES LTD | COM | 136385101 |  | 57036938 | 1816463 | SH |  | SOLE |  | 1816463 | 0 | 0 |
| CENOVUS ENERGY INC | COM | 15135U109 |  | 82833819 | 6090722 | SH |  | SOLE |  | 6090722 | 0 | 0 |
| CENTERPOINT ENERGY INC | COM | 15189T107 |  | 49373527 | 1343863 | SH |  | SOLE |  | 1343863 | 0 | 0 |
| COMFORT SYS USA INC | COM | 199908104 |  | 37210293 | 69395 | SH |  | SOLE |  | 69395 | 0 | 0 |
| COTERRA ENERGY INC | COM | 127097103 |  | 15441192 | 608400 | SH |  | SOLE |  | 608400 | 0 | 0 |
| DARLING INGREDIENTS INC | COM | 237266101 |  | 782095 | 20614 | SH |  | SOLE |  | 20614 | 0 | 0 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 58209510 | 423650 | SH |  | SOLE |  | 423650 | 0 | 0 |
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 |  | 37611202 | 342200 | SH |  | SOLE |  | 342200 | 0 | 0 |
| ELEMENT SOLUTIONS INC | COM | 28618M106 |  | 28030598 | 1237554 | SH |  | SOLE |  | 1237554 | 0 | 0 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 23852046 | 1315612 | SH |  | SOLE |  | 1315612 | 0 | 0 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 101763816 | 1224300 | SH |  | SOLE |  | 1224300 | 0 | 0 |
| EQT CORP | COM | 26884L109 |  | 196146840 | 3363286 | SH |  | SOLE |  | 3363286 | 0 | 0 |
| EQUINOX GOLD CORP | COM | 29446Y502 |  | 5728150 | 996200 | SH |  | SOLE |  | 996200 | 0 | 0 |
| EXPAND ENERGY CORPORATION | COM | 165167735 |  | 75060863 | 641875 | SH |  | SOLE |  | 641875 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 75502365 | 700393 | SH |  | SOLE |  | 700393 | 0 | 0 |
| FIRST SOLAR INC | COM | 336433107 |  | 32876244 | 198600 | SH |  | SOLE |  | 198600 | 0 | 0 |
| FLOWSERVE CORP | COM | 34354P105 |  | 46554855 | 889300 | SH |  | SOLE |  | 889300 | 0 | 0 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 39802063 | 918156 | SH |  | SOLE |  | 918156 | 0 | 0 |
| FRONTLINE PLC | COM | M46528101 |  | 5246277 | 319700 | SH |  | SOLE |  | 319700 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 64744677 | 122356 | SH |  | SOLE |  | 122356 | 0 | 0 |
| GENERAC HLDGS INC | COM | 368736104 |  | 38079396 | 265899 | SH |  | SOLE |  | 265899 | 0 | 0 |
| HESS CORP | COM | 42809H107 |  | 33261376 | 240085 | SH |  | SOLE |  | 240085 | 0 | 0 |
| HUBBELL INC | COM | 443510607 |  | 68163629 | 166900 | SH |  | SOLE |  | 166900 | 0 | 0 |
| IAMGOLD CORP | COM | 450913108 |  | 36887372 | 5018690 | SH |  | SOLE |  | 5018690 | 0 | 0 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 |  | 21024510 | 1443000 | SH |  | SOLE |  | 1443000 | 0 | 0 |
| ITRON INC | COM | 465741106 |  | 39592593 | 300787 | SH |  | SOLE |  | 300787 | 0 | 0 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 138476940 | 4710100 | SH |  | SOLE |  | 4710100 | 0 | 0 |
| KINROSS GOLD CORP | COM | 496902404 |  | 26845275 | 1717548 | SH |  | SOLE |  | 1717548 | 0 | 0 |
| KODIAK GAS SVCS INC | COM | 50012A108 |  | 40614234 | 1185125 | SH |  | SOLE |  | 1185125 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 35547540 | 214000 | SH |  | SOLE |  | 214000 | 0 | 0 |
| MASTEC INC | COM | 576323109 |  | 92499178 | 542740 | SH |  | SOLE |  | 542740 | 0 | 0 |
| MOSAIC CO NEW | COM | 61945C103 |  | 72379968 | 1984100 | SH |  | SOLE |  | 1984100 | 0 | 0 |
| MPLX LP | COM UNIT REP LTD | 55336V100 |  | 71074 | 329802 | SH |  | SOLE |  | 329802 | 0 | 0 |
| NEXTRACKER INC | CLASS A COM | 65290E101 |  | 8466225 | 155715 | SH |  | SOLE |  | 155715 | 0 | 0 |
| NISOURCE INC | COM | 65473P105 |  | 121269866 | 3006194 | SH |  | SOLE |  | 3006194 | 0 | 0 |
| NVENT ELECTRIC PLC | SHS | G6700G107 |  | 78221771 | 1067874 | SH |  | SOLE |  | 1067874 | 0 | 0 |
| OGE ENERGY CORP | COM | 670837103 |  | 34786154 | 783825 | SH |  | SOLE |  | 783825 | 0 | 0 |
| OVINTIV INC | COM | 69047Q102 |  | 81662758 | 2146196 | SH |  | SOLE |  | 2146196 | 0 | 0 |
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 |  | 73605708 | 5404237 | SH |  | SOLE |  | 5404237 | 0 | 0 |
| PINNACLE WEST CAP CORP | COM | 723484101 |  | 65687085 | 734180 | SH |  | SOLE |  | 734180 | 0 | 0 |
| PRIMORIS SVCS CORP | COM | 74164F103 |  | 8115970 | 104131 | SH |  | SOLE |  | 104131 | 0 | 0 |
| RIOT PLATFORMS INC | COM | 767292105 |  | 26660090 | 2359300 | SH |  | SOLE |  | 2359300 | 0 | 0 |
| SABLE OFFSHORE CORP | COM SHS | 78574H104 |  | 8792000 | 400000 | SH |  | SOLE |  | 400000 | 0 | 0 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 11938160 | 353200 | SH |  | SOLE |  | 353200 | 0 | 0 |
| SEMPRA | COM | 816851109 |  | 127061138 | 1676932 | SH |  | SOLE |  | 1676932 | 0 | 0 |
| SHELL PLC | SPON ADS | 780259305 |  | 172266585 | 2446621 | SH |  | SOLE |  | 2446621 | 0 | 0 |
| SUNCOR ENERGY INC NEW | COM | 867224107 |  | 117230009 | 3127704 | SH |  | SOLE |  | 3127704 | 0 | 0 |
| TALEN ENERGY CORP | COM | 87422Q109 |  | 79426442 | 273159 | SH |  | SOLE |  | 273159 | 0 | 0 |
| TARGA RES CORP | COM | 87612G101 |  | 172788675 | 992582 | SH |  | SOLE |  | 992582 | 0 | 0 |
| TECHNIPFMC PLC | COM | G87110105 |  | 16783921 | 487338 | SH |  | SOLE |  | 487338 | 0 | 0 |
| TENARIS S A | SPONSORED ADS | 88031M109 |  | 19953461 | 533515 | SH |  | SOLE |  | 533515 | 0 | 0 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 71434955 | 531431 | SH |  | SOLE |  | 531431 | 0 | 0 |
| VIPER ENERGY INC | CL A | 927959106 |  | 33973144 | 890982 | SH |  | SOLE |  | 890982 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 254964032 | 1315536 | SH |  | SOLE |  | 1315536 | 0 | 0 |
| WARRIOR MET COAL INC | COM | 93627C101 |  | 15772624 | 344155 | SH |  | SOLE |  | 344155 | 0 | 0 |
| XCEL ENERGY INC | COM | 98389B100 |  | 64361991 | 945110 | SH |  | SOLE |  | 945110 | 0 | 0 |

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