Q1 2025 · 13F-HR
SailingStone Capital Partners LLCholdings as filed
Filed 2025-05-15 · accession 0001420506-25-001162
$269.5M
Reported value
12
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 20451N101 | CMP | COMPASS MINERALS INTL INC | $57.6M | 21.4% | 6,204,842 | Common | SHARED |
| 46578C108 | IE | IVANHOE ELECTRIC INC | $38.6M | 14.3% | 6,647,250 | Common | SHARED |
| 75281A109 | RRC | RANGE RES CORP | $34.4M | 12.8% | 861,298 | Common | SHARED |
| G60409110 | MTALEUR | MAC COPPER LIMITED | $27.4M | 10.2% | 2,870,414 | Common | SHARED |
| 03674X106 | AR | ANTERO RESOURCES CORP | $25.4M | 9.41% | 627,023 | Common | SHARED |
| G54950103 | LIN | LINDE PLC | $25.3M | 9.39% | 54,368 | Common | SHARED |
| 13321L108 | CCJ | CAMECO CORP | $15.9M | 5.90% | 268,429 | Common | SHARED |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $15.5M | 5.74% | 452,986 | Common | SHARED |
| 969457100 | WMB | WILLIAMS COS INC | $14.1M | 5.22% | 235,560 | Common | SHARED |
| 67077M108 | NTR | NUTRIEN LTD | $6.7M | 2.49% | 135,295 | Common | SHARED |
| 29280W109 | NRGV | ENERGY VAULT HOLDINGS INC | $5.7M | 2.12% | 8,207,328 | Common | SHARED |
| 833635105 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $2.9M | 1.08% | 73,580 | 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.