Q3 2023 · 13F-HR
SailingStone Capital Partners LLCholdings as filed
Filed 2023-11-14 · accession 0001420506-23-002056
$340.3M
Reported value
12
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46578C108 | IE | IVANHOE ELECTRIC INC | $70.2M | 20.6% | 5,930,494 | Common | SHARED |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $59.8M | 17.6% | 2,179,445 | Common | SHARED |
| 13321L108 | CCJ | CAMECO CORP | $48.4M | 14.2% | 871,593 | Common | SHARED |
| G54950103 | LIN | LINDE PLC | $32.9M | 9.67% | 88,063 | Common | SHARED |
| G60409110 | MTALEUR | METALS ACQUISITION LIMITED | $26.0M | 7.65% | 2,168,744 | Common | SHARED |
| 03674X106 | AR | ANTERO RESOURCES CORP | $22.4M | 6.57% | 878,617 | Common | SHARED |
| 651639106 | NEM | NEWMONT CORP | $18.2M | 5.36% | 492,687 | Common | SHARED |
| 29280W109 | NRGV | ENERGY VAULT HOLDINGS INC | $17.9M | 5.25% | 7,094,944 | Common | SHARED |
| 75281A109 | RRC | RANGE RES CORP | $16.8M | 4.95% | 513,467 | Common | SHARED |
| 67079K100 | SMR | NUSCALE PWR CORP | $13.7M | 4.02% | 2,705,726 | Common | SHARED |
| 67077M108 | NTR | NUTRIEN LTD | $9.4M | 2.77% | 149,811 | Common | SHARED |
| 16411R208 | LNG | CHENIERE ENERGY INC | $4.6M | 1.36% | 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.