13F HOLDINGS REPORT
SailingStone Capital Partners LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001420506-25-001162
Total Value
$269.5M
Positions
12
Other Managers
1
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COMPASS MINERALS INTL INC | COMP | 6,204,842 | $57.6M | 21.39% |
| 2 | IVANHOE ELECTRIC INC | IE | 6,647,250 | $38.6M | 14.33% |
| 3 | RANGE RES CORP | RRC | 861,298 | $34.4M | 12.76% |
| 4 | MAC COPPER LIMITED | G60409110 | 2,870,414 | $27.4M | 10.16% |
| 5 | ANTERO RESOURCES CORP | AR | 627,023 | $25.4M | 9.41% |
| 6 | LINDE PLC | LIN | 54,368 | $25.3M | 9.39% |
| 7 | CAMECO CORP | CCJ | 268,429 | $15.9M | 5.90% |
| 8 | ENTERPRISE PRODS PARTNERS L | 293792107 | 452,986 | $15.5M | 5.74% |
| 9 | WILLIAMS COS INC | 969457100 | 235,560 | $14.1M | 5.22% |
| 10 | NUTRIEN LTD | NTR | 135,295 | $6.7M | 2.49% |
| 11 | ENERGY VAULT HOLDINGS INC | NRGV | 8,207,328 | $5.7M | 2.12% |
| 12 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 73,580 | $2.9M | 1.08% |