13F HOLDINGS REPORT
SailingStone Capital Partners LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001420506-24-001437
Total Value
$282.4M
Positions
14
Other Managers
1
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IVANHOE ELECTRIC INC | IE | 4,724,772 | $44.3M | 15.70% |
| 2 | RANGE RES CORP | RRC | 969,601 | $32.5M | 11.51% |
| 3 | ANTERO RESOURCES CORP | AR | 982,325 | $32.1M | 11.35% |
| 4 | METALS ACQUISITION LIMITED | G60409110 | 2,284,030 | $31.3M | 11.07% |
| 5 | LINDE PLC | LIN | 62,824 | $27.6M | 9.76% |
| 6 | COMPASS MINERALS INTL INC | COMP | 2,320,897 | $24.0M | 8.49% |
| 7 | WILLIAMS COS INC | 969457100 | 499,202 | $21.2M | 7.51% |
| 8 | ENTERPRISE PRODS PARTNERS L | 293792107 | 706,598 | $20.5M | 7.25% |
| 9 | CAMECO CORP | CCJ | 257,601 | $17.4M | 6.15% |
| 10 | NUSCALE PWR CORP | NU | 816,697 | $9.5M | 3.38% |
| 11 | NUTRIEN LTD | NTR | 168,165 | $8.6M | 3.03% |
| 12 | ENERGY VAULT HOLDINGS INC | NRGV | 8,147,398 | $7.7M | 2.74% |
| 13 | NEWMONT CORP | NEMCL | 74,274 | $3.1M | 1.10% |
| 14 | BARRICK GOLD CORP | 067901108 | 160,007 | $2.7M | 0.95% |