13F HOLDINGS REPORT
SailingStone Capital Partners LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001420506-23-002056
Total Value
$340.3M
Positions
16
Other Managers
1
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ENTERPRISE PRODS PARTNERS L | 293792107 | 2,179,445 | $59.8M | 17.56% |
| 2 | IVANHOE ELECTRIC INC | IE | 4,548,034 | $53.8M | 15.81% |
| 3 | CAMECO CORP | CCJ | 871,593 | $48.4M | 14.22% |
| 4 | LINDE PLC | LIN | 88,063 | $32.9M | 9.67% |
| 5 | METALS ACQUISITION LIMITED | G60409110 | 2,000,000 | $24.0M | 7.05% |
| 6 | ANTERO RESOURCES CORP | AR | 878,617 | $22.4M | 6.57% |
| 7 | NEWMONT CORP | NEMCL | 492,687 | $18.2M | 5.36% |
| 8 | ENERGY VAULT HOLDINGS INC | NRGV | 7,094,944 | $17.9M | 5.25% |
| 9 | RANGE RES CORP | RRC | 513,467 | $16.8M | 4.95% |
| 10 | IVANHOE ELECTRIC INC | IE | 1,382,460 | $16.4M | 4.81% |
| 11 | NUSCALE PWR CORP | NU | 1,920,159 | $9.7M | 2.86% |
| 12 | NUTRIEN LTD | NTR | 149,811 | $9.4M | 2.77% |
| 13 | CHENIERE ENERGY INC | LNG | 27,321 | $4.6M | 1.36% |
| 14 | NUSCALE PWR CORP | NU | 785,567 | $4.0M | 1.17% |
| 15 | METALS ACQUISITION LIMITED | G60409110 | 90,000 | $1.1M | 0.32% |
| 16 | METALS ACQUISITION LIMITED | G60409110 | 78,744 | $944,928 | 0.28% |