Janice Ezell
Merewether Investment Management, Lp
Assets Managed
$5.165B
Holdings
79
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
18.79%(2Q avg: 11.41%)
Sustained Growth
15 quarters
Portfolio positions
This chart displays the top 10 holdings in Merewether Investment Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 79 positions.
Assets under management
The assets under management (AUM) of Merewether Investment Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.165B in assets, with a quarterly growth rate of 18.79% and a 2-quarter average growth rate of 11.41%. The portfolio is managed by Janice Ezell, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
CTRA Coterra Energy Inc
| 4.97% | $256.581M 7.302M shares@ $35.15 avg price | Increased 252.15% |
OVV Ovintiv Inc
| 4.93% | $254.258M 4.283M shares@ $59.36 avg price | Increased 18.57% |
DAR Darling Ingredients Inc
| 3.99% | $205.622M 3.325M shares@ $61.86 avg price | Increased 278.6% |
SU Suncor Energy Inc
| 3.98% | $205.228M 3.104M shares@ $66.13 avg price | Decreased -5.29% |
VST Vistra Corp
| 3.25% | $167.711M 1.116M shares@ $150.34 avg price | Increased 180.79% |
BP Bp Plc-spons Adr
| 3.23% | $166.446M 3.541M shares@ $47.0 avg price | Increased 17.73% |
TRGP Targa Resources Corp
| 3.15% | $162.583M 648,440 shares@ $250.73 avg price | Decreased -13.49% |
BG Bunge Global Sa
| 2.76% | $142.279M 1.119M shares@ $127.21 avg price | Decreased -1.24% |
SRE Sempra
| 2.66% | $137.281M 1.413M shares@ $97.18 avg price | Decreased -8.68% |
PR Permian Resources Corp
| 2.54% | $131.086M 6.149M shares@ $21.33 avg price | Decreased -1.83% |
1-10 of 79