SailingStone Capital Partners as of Sept. 30, 2014
Portfolio Holdings for SailingStone Capital Partners
SailingStone Capital Partners holds 20 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Turquoisehillres | 11.9 | $629M | 168M | 3.74 | |
| Cabot Oil & Gas Corporation (CTRA) | 8.3 | $440M | 14M | 32.69 | |
| Sociedad Quimica y Minera (SQM) | 8.3 | $439M | 17M | 26.14 | |
| Range Resources (RRC) | 8.1 | $428M | 6.3M | 67.81 | |
| Mosaic (MOS) | 7.5 | $395M | 8.9M | 44.41 | |
| Noble Energy | 6.6 | $350M | 5.1M | 68.36 | |
| Goldcorp | 5.2 | $273M | 12M | 23.03 | |
| Rosetta Resources | 5.1 | $269M | 6.0M | 44.56 | |
| Denbury Resources | 4.9 | $258M | 17M | 15.03 | |
| Antero Res (AR) | 4.8 | $256M | 4.7M | 54.89 | |
| Compass Minerals International (CMP) | 4.7 | $249M | 3.0M | 84.28 | |
| Calpine Corporation | 4.5 | $238M | 11M | 21.70 | |
| Laredo Petroleum Holdings | 4.4 | $231M | 10M | 22.41 | |
| Southwestern Energy Company (SWN) | 4.0 | $214M | 6.1M | 34.95 | |
| Kosmos Energy | 3.2 | $167M | 17M | 9.96 | |
| New Gold Inc Cda (NGD) | 2.8 | $150M | 30M | 5.05 | |
| HudBay Minerals (HBM) | 2.6 | $140M | 16M | 8.56 | |
| Concho Resources | 1.8 | $95M | 757k | 125.39 | |
| Taseko Cad (TGB) | 0.9 | $48M | 28M | 1.70 | |
| Advantage Oil & Gas | 0.4 | $20M | 3.6M | 5.69 |
