Merewether Investment Management, LP
Hedge Fund • Sector
Merewether Investment Management, LP is a Sector-focused Hedge Fund based in Dallas, TX led by Rodney W. J. Saddington, reporting $4.3B in AUM as of Q3 2025 with 41% Energy concentration.
CEORodney W. J. Saddington
- Portfolio Value
- $4.2B
- Positions
- 70
- Top Holding
- ETR at 4.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Merewether Investment Management, LP's portfolio (38.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Regulated Electric Utilities | $200.2M | 4.79% | +$86.1M Bought | 0.48% 2.1M shares | |
Engineering & Construction Industrials | $184.6M | 4.42% | +$69.1M Bought | 1.10% 867.2K shares | |
Diversified Utilities Utilities | $175.4M | 4.20% | +$24.5M Bought | 0.30% 1.9M shares | |
Electrical Equipment & Parts Industrials | $167.7M | 4.01% | +$62.3M Bought | 1.06% 1.7M shares | |
Unknown Unknown | $161.2M | 3.86% | +$93.0M Bought | 0.64% 1.5M shares | |
Oil & Gas Integrated Energy | $154.0M | 3.68% | +$23.2M Bought | 0.30% 3.7M shares | |
Oil & Gas Exploration & Production Energy | $148.9M | 3.56% | -$34.2M Sold | 0.44% 2.7M shares | |
Regulated Electric Utilities | $142.3M | 3.40% | +$66.0M Bought | 0.30% 1.8M shares | |
Oil & Gas Midstream Energy | $133.7M | 3.20% | -$32.6M Sold | 0.37% 798.2K shares | |
Regulated Gas Utilities | $127.1M | 3.04% | -$3.1M Sold | 0.62% 2.9M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Merewether Investment Management, LP's latest filing
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Analytics
Portfolio insights and performance metrics for Merewether Investment Management, LP
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