Portfolio (Quarterly) Guide ↗

Merewether Investment Management, LP

· CIK 0001736852

13F Portfolio $5.2B AUM 79 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 23 New 20 Added 36 Reduced 21 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	VC	VISTEON CORP	Consumer Cyclical	5,200	$495K	0.01%	SOLD

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Sector Allocation

Energy 53.6%

Utilities 16.6%

Industrials 11.8%

Basic Materials 10.5%

Consumer Defensive 4.6%

Technology 2.9%

Consumer Cyclical 0.1%

Financial Services 0.0%