Merewether Investment Management, L.P. 13F annual report
Merewether Investment Management, L.P. is an investment fund managing more than $1.02 trillion ran by Janice Ezell. There are currently 31 companies in Mrs. Ezell’s portfolio. The largest investments include Cenovus Inc and Exxon Mobil, together worth $150 billion.
Limited to 30 biggest holdings
$1.02 trillion Assets Under Management (AUM)
As of 7th February 2023, Merewether Investment Management, L.P.’s top holding is 3,992,195 shares of Cenovus Inc currently worth over $77.5 billion and making up 7.6% of the portfolio value.Relative to the number of outstanding shares of Cenovus Inc, Merewether Investment Management, L.P. owns more than approximately 0.1% of the company.In addition, the fund holds 660,784 shares of Exxon Mobil worth $72.9 billion, whose value fell approximately 0.1% in the past six months. The third-largest holding is Targa Res Corp worth $71 billion and the next is Halliburton Co worth $68.3 billion, with 1,736,317 shares owned.
Currently, Merewether Investment Management, L.P.'s portfolio is worth at least $1.02 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Merewether Investment Management, L.P.
The Merewether Investment Management, L.P. office and employees reside in Dallas, Texas. According to the last 13-F report filed with the SEC, Janice Ezell serves as the CFO/CCO at Merewether Investment Management, L.P..