Q2 2024 · 13F-HR
SailingStone Capital Partners LLCholdings as filed
Filed 2024-08-14 · accession 0001420506-24-001437
$282.4M
Reported value
14
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46578C108 | IE | IVANHOE ELECTRIC INC | $44.3M | 15.7% | 4,724,772 | Common | SHARED |
| 75281A109 | RRC | RANGE RES CORP | $32.5M | 11.5% | 969,601 | Common | SHARED |
| 03674X106 | AR | ANTERO RESOURCES CORP | $32.1M | 11.4% | 982,325 | Common | SHARED |
| G60409110 | MTALEUR | METALS ACQUISITION LIMITED | $31.3M | 11.1% | 2,284,030 | Common | SHARED |
| G54950103 | LIN | LINDE PLC | $27.6M | 9.76% | 62,824 | Common | SHARED |
| 20451N101 | CMP | COMPASS MINERALS INTL INC | $24.0M | 8.49% | 2,320,897 | Common | SHARED |
| 969457100 | WMB | WILLIAMS COS INC | $21.2M | 7.51% | 499,202 | Common | SHARED |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $20.5M | 7.25% | 706,598 | Common | SHARED |
| 13321L108 | CCJ | CAMECO CORP | $17.4M | 6.15% | 257,601 | Common | SHARED |
| 67079K100 | SMR | NUSCALE PWR CORP | $9.5M | 3.38% | 816,697 | Common | SHARED |
| 67077M108 | NTR | NUTRIEN LTD | $8.6M | 3.03% | 168,165 | Common | SHARED |
| 29280W109 | NRGV | ENERGY VAULT HOLDINGS INC | $7.7M | 2.74% | 8,147,398 | Common | SHARED |
| 651639106 | NEM | NEWMONT CORP | $3.1M | 1.10% | 74,274 | Common | SHARED |
| 067901108 | ABX | BARRICK GOLD CORP | $2.7M | 0.95% | 160,007 | 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.