13F HOLDINGS REPORT
SailingStone Capital Partners LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001420506-23-001529
Total Value
$358.2M
Positions
13
Other Managers
1
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CAMECO CORP | CCJ | 1,777,553 | $72.7M | 20.29% |
| 2 | IVANHOE ELECTRIC INC | IE | 4,768,214 | $66.7M | 18.62% |
| 3 | ENTERPRISE PRODS PARTNERS L | 293792107 | 2,095,982 | $55.4M | 15.45% |
| 4 | LINDE PLC | LIN | 89,053 | $33.8M | 9.43% |
| 5 | METALS ACQUISITION LIMITED | G60409110 | 2,090,000 | $21.7M | 6.07% |
| 6 | NEXTERA ENERGY INC | NEE-PW | 283,873 | $20.7M | 5.77% |
| 7 | NEWMONT CORP | NEMCL | 429,677 | $18.0M | 5.03% |
| 8 | ANTERO RESOURCES CORP | AR | 737,837 | $16.9M | 4.71% |
| 9 | RANGE RES CORP | RRC | 523,157 | $15.3M | 4.28% |
| 10 | ENERGY VAULT HOLDINGS INC | NRGV | 4,743,105 | $13.2M | 3.69% |
| 11 | NUSCALE PWR CORP | NU | 1,736,028 | $11.9M | 3.31% |
| 12 | NUTRIEN LTD | NTR | 132,411 | $7.8M | 2.18% |
| 13 | CHENIERE ENERGY INC | LNG | 27,321 | $4.1M | 1.15% |