13F HOLDINGS REPORT
SailingStone Capital Partners LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001420506-24-000893
Total Value
$275.6M
Positions
14
Other Managers
1
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IVANHOE ELECTRIC INC | IE | 5,341,204 | $52.3M | 18.99% |
| 2 | ANTERO RESOURCES CORP | AR | 1,188,646 | $34.5M | 12.51% |
| 3 | RANGE RES CORP | RRC | 966,965 | $33.3M | 12.08% |
| 4 | METALS ACQUISITION LIMITED | G60409110 | 2,284,030 | $29.3M | 10.65% |
| 5 | ENTERPRISE PRODS PARTNERS L | 293792107 | 927,238 | $27.1M | 9.82% |
| 6 | LINDE PLC | LIN | 56,583 | $26.3M | 9.53% |
| 7 | CAMECO CORP | CCJ | 305,346 | $17.9M | 6.50% |
| 8 | COMPASS MINERALS INTL INC | COMP | 1,089,951 | $17.2M | 6.22% |
| 9 | ENERGY VAULT HOLDINGS INC | NRGV | 8,147,398 | $14.6M | 5.29% |
| 10 | NUTRIEN LTD | NTR | 188,555 | $10.2M | 3.72% |
| 11 | NUSCALE PWR CORP | NU | 816,697 | $4.3M | 1.57% |
| 12 | CHENIERE ENERGY INC | LNG | 20,305 | $3.3M | 1.19% |
| 13 | BARRICK GOLD CORP | 067901108 | 160,007 | $2.7M | 0.97% |
| 14 | NEWMONT CORP | NEMCL | 74,274 | $2.7M | 0.97% |