13F HOLDINGS REPORT
SailingStone Capital Partners LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001420506-23-000514
Total Value
$299.1M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CAMECO CORP | CCJ | 1,894,619 | $64.7M | 21.62% |
| 2 | IVANHOE ELECTRIC INC | IE | 4,034,178 | $58.9M | 19.68% |
| 3 | ENTERPRISE PRODS PARTNERS L | 293792107 | 1,370,295 | $35.3M | 11.80% |
| 4 | LINDE PLC | LIN | 88,996 | $29.7M | 9.94% |
| 5 | NEWMONT CORP | NEMCL | 470,165 | $25.6M | 8.54% |
| 6 | NEXTERA ENERGY INC | NEE-PW | 261,163 | $22.1M | 7.39% |
| 7 | ENERGY VAULT HOLDINGS INC | NRGV | 3,953,328 | $15.8M | 5.29% |
| 8 | ANTERO RESOURCES CORP | AR | 435,427 | $12.9M | 4.33% |
| 9 | NUSCALE PWR CORP | NU | 1,097,592 | $12.0M | 4.00% |
| 10 | RANGE RES CORP | RRC | 301,090 | $7.6M | 2.54% |
| 11 | CHENIERE ENERGY INC | LNG | 27,321 | $4.3M | 1.43% |
| 12 | DIAMOND OFFSHORE DRILLING IN | 25271C201 | 130,000 | $1.5M | 0.49% |
| 13 | FORUM ENERGY TECHNOLOGIES IN | FET | 43,770 | $1.3M | 0.43% |
| 14 | DIAMONDBACK ENERGY INC | FANG | 8,700 | $1.3M | 0.42% |
| 15 | PERMIAN RESOURCES CORP | PR | 119,300 | $1.2M | 0.40% |
| 16 | TESLA INC | TSLA | 8,154 | $998,050 | 0.33% |
| 17 | NATIONAL ENERGY SERVICES REU | NESR | 108,900 | $831,996 | 0.28% |
| 18 | OVINTIV INC | OVV | 16,348 | $821,977 | 0.27% |
| 19 | SMART SAND INC | SND | 330,000 | $706,200 | 0.24% |
| 20 | SCHLUMBERGER LTD | SLB | 10,000 | $582,800 | 0.19% |
| 21 | FREYR BATTERY | L4135L100 | 46,722 | $500,860 | 0.17% |
| 22 | DEVON ENERGY CORP NEW | 25179M103 | 5,300 | $337,027 | 0.11% |
| 23 | GENERAC HLDGS INC | GNRC | 380 | $43,191 | 0.01% |
| 24 | NEW FORTRESS ENERGY INC | NFE | 1,108 | $43,035 | 0.01% |
| 25 | QUANTUMSCAPE CORP | QS | 4,933 | $40,944 | 0.01% |
| 26 | STEM INC | STEM | 3,418 | $33,667 | 0.01% |
| 27 | ESS TECH INC | GWH-WT | 9,805 | $24,218 | 0.01% |
| 28 | EOS ENERGY ENTERPRISES INC | EOSE | 14,027 | $23,285 | 0.01% |
| 29 | ENVIVA INC | 29415B103 | 420 | $21,479 | 0.01% |
| 30 | RICE ACQUISITION CORP II | G75529100 | 1,622 | $16,512 | 0.01% |
| 31 | ENOVIX CORPORATION | ENVX | 1,965 | $16,211 | 0.01% |
| 32 | LYFT INC | LYFT | 1,000 | $14,490 | 0.00% |
| 33 | RICE ACQUISITION CORP II | G75529126 | 10,252 | $12,712 | 0.00% |