Q4 2023 · 13F-HR
SailingStone Capital Partners LLCholdings as filed
Filed 2024-02-14 · accession 0001420506-24-000356
$271.3M
Reported value
12
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46578C108 | IE | IVANHOE ELECTRIC INC | $57.7M | 21.3% | 5,725,107 | Common | SHARED |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $36.0M | 13.3% | 1,366,500 | Common | SHARED |
| G60409110 | MTALEUR | METALS ACQUISITION LIMITED | $28.5M | 10.5% | 2,305,108 | Common | SHARED |
| G54950103 | LIN | LINDE PLC | $25.3M | 9.31% | 61,509 | Common | SHARED |
| 13321L108 | CCJ | CAMECO CORP | $24.8M | 9.15% | 434,227 | Common | SHARED |
| 75281A109 | RRC | RANGE RES CORP | $24.2M | 8.91% | 794,122 | Common | SHARED |
| 03674X106 | AR | ANTERO RESOURCES CORP | $23.5M | 8.66% | 1,036,573 | Common | SHARED |
| 29280W109 | NRGV | ENERGY VAULT HOLDINGS INC | $16.1M | 5.93% | 6,905,603 | Common | SHARED |
| 651639106 | NEM | NEWMONT CORP | $15.4M | 5.66% | 371,159 | Common | SHARED |
| 67079K100 | SMR | NUSCALE PWR CORP | $9.4M | 3.45% | 2,844,375 | Common | SHARED |
| 67077M108 | NTR | NUTRIEN LTD | $7.1M | 2.60% | 125,335 | Common | SHARED |
| 16411R208 | LNG | CHENIERE ENERGY INC | $3.5M | 1.28% | 20,375 | 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.