13F HOLDINGS REPORT
SailingStone Capital Partners LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001420506-24-002421
Total Value
$318.2M
Positions
14
Other Managers
1
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COMPASS MINERALS INTL INC | COMP | 4,775,013 | $57.4M | 18.04% |
| 2 | IVANHOE ELECTRIC INC | IE | 5,484,720 | $46.4M | 14.58% |
| 3 | METALS ACQUISITION LIMITED | G60409110 | 2,534,466 | $35.1M | 11.03% |
| 4 | RANGE RES CORP | RRC | 1,079,901 | $33.2M | 10.44% |
| 5 | ANTERO RESOURCES CORP | AR | 1,144,931 | $32.8M | 10.31% |
| 6 | LINDE PLC | LIN | 58,123 | $27.7M | 8.71% |
| 7 | WILLIAMS COS INC | 969457100 | 400,902 | $18.3M | 5.75% |
| 8 | ENTERPRISE PRODS PARTNERS L | 293792107 | 612,458 | $17.8M | 5.60% |
| 9 | CAMECO CORP | CCJ | 273,333 | $17.6M | 5.54% |
| 10 | NUSCALE PWR CORP | NU | 816,697 | $9.5M | 2.97% |
| 11 | ENERGY VAULT HOLDINGS INC | NRGV | 8,207,328 | $7.9M | 2.48% |
| 12 | NUTRIEN LTD | NTR | 145,295 | $7.0M | 2.19% |
| 13 | NEWMONT CORP | NEMCL | 70,184 | $3.8M | 1.18% |
| 14 | BARRICK GOLD CORP | 067901108 | 185,397 | $3.7M | 1.16% |