Q2 2023 · 13F-HR
SailingStone Capital Partners LLCholdings as filed
Filed 2023-08-14 · accession 0001420506-23-001529
$358.2M
Reported value
13
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 13321L108 | CCJ | CAMECO CORP | $72.7M | 20.3% | 1,777,553 | Common | SHARED |
| 46578C108 | IE | IVANHOE ELECTRIC INC | $66.7M | 18.6% | 4,768,214 | Common | SHARED |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $55.4M | 15.5% | 2,095,982 | Common | SHARED |
| G54950103 | LIN | LINDE PLC | $33.8M | 9.43% | 89,053 | Common | SHARED |
| G60409110 | MTALEUR | METALS ACQUISITION LIMITED | $21.7M | 6.07% | 2,090,000 | Common | SHARED |
| 65339F101 | NEE | NEXTERA ENERGY INC | $20.7M | 5.77% | 283,873 | Common | SHARED |
| 651639106 | NEM | NEWMONT CORP | $18.0M | 5.03% | 429,677 | Common | SHARED |
| 03674X106 | AR | ANTERO RESOURCES CORP | $16.9M | 4.71% | 737,837 | Common | SHARED |
| 75281A109 | RRC | RANGE RES CORP | $15.3M | 4.28% | 523,157 | Common | SHARED |
| 29280W109 | NRGV | ENERGY VAULT HOLDINGS INC | $13.2M | 3.69% | 4,743,105 | Common | SHARED |
| 67079K100 | SMR | NUSCALE PWR CORP | $11.9M | 3.31% | 1,736,028 | Common | SHARED |
| 67077M108 | NTR | NUTRIEN LTD | $7.8M | 2.18% | 132,411 | Common | SHARED |
| 16411R208 | LNG | CHENIERE ENERGY INC | $4.1M | 1.15% | 27,321 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.