13F HOLDINGS REPORT
SailingStone Capital Partners LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001420506-23-001031
Total Value
$280.5M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CAMECO CORP | CCJ | 1,934,619 | $68.7M | 24.48% |
| 2 | IVANHOE ELECTRIC INC | IE | 3,932,090 | $47.5M | 16.93% |
| 3 | LINDE PLC | LIN | 101,676 | $35.7M | 12.74% |
| 4 | ENTERPRISE PRODS PARTNERS L | 293792107 | 1,366,488 | $35.2M | 12.54% |
| 5 | NEXTERA ENERGY INC | NEE-PW | 309,693 | $23.7M | 8.46% |
| 6 | NEWMONT CORP | NEMCL | 463,007 | $22.6M | 8.06% |
| 7 | ANTERO RESOURCES CORP | AR | 641,990 | $14.5M | 5.16% |
| 8 | NUSCALE PWR CORP | NU | 1,108,812 | $9.8M | 3.49% |
| 9 | RANGE RES CORP | RRC | 385,490 | $9.7M | 3.46% |
| 10 | ENERGY VAULT HOLDINGS INC | NRGV | 4,330,060 | $8.8M | 3.15% |
| 11 | CHENIERE ENERGY INC | LNG | 27,321 | $4.3M | 1.53% |