SailingStone Capital Partners as of Dec. 31, 2022
Portfolio Holdings for SailingStone Capital Partners
SailingStone Capital Partners holds 33 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cameco Corporation (CCJ) | 21.6 | $65M | 1.9M | 34.13 | |
| Ivanhoe Electric (IE) | 19.7 | $59M | 4.0M | 14.59 | |
| Enterprise Products Partners (EPD) | 11.8 | $35M | 1.4M | 25.75 | |
| Linde SHS | 9.9 | $30M | 89k | 334.11 | |
| Newmont Mining Corporation (NEM) | 8.5 | $26M | 470k | 54.35 | |
| Nextera Energy (NEE) | 7.4 | $22M | 261k | 84.68 | |
| Energy Vault Holdings (NRGV) | 5.3 | $16M | 4.0M | 4.00 | |
| Antero Res (AR) | 4.3 | $13M | 435k | 29.74 | |
| Nuscale Pwr Corp Cl A Com (SMR) | 4.0 | $12M | 1.1M | 10.89 | |
| Range Resources (RRC) | 2.5 | $7.6M | 301k | 25.18 | |
| Cheniere Energy Com New (LNG) | 1.4 | $4.3M | 27k | 156.51 | |
| Diamond Offshore Drilli (DO) | 0.5 | $1.5M | 130k | 11.34 | |
| Forum Energy Technologies In (FET) | 0.4 | $1.3M | 44k | 29.08 | |
| Diamondback Energy (FANG) | 0.4 | $1.3M | 8.7k | 145.24 | |
| Permian Resources Corp Class A Com (PR) | 0.4 | $1.2M | 119k | 10.02 | |
| Tesla Motors (TSLA) | 0.3 | $998k | 8.2k | 122.40 | |
| National Energy Services Reu SHS (NESR) | 0.3 | $832k | 109k | 7.64 | |
| Encana Corporation (OVV) | 0.3 | $822k | 16k | 50.28 | |
| Smart Sand (SND) | 0.2 | $706k | 330k | 2.14 | |
| Schlumberger Com Stk (SLB) | 0.2 | $583k | 10k | 58.28 | |
| Freyr Battery SHS | 0.2 | $501k | 47k | 10.72 | |
| Devon Energy Corporation (DVN) | 0.1 | $337k | 5.3k | 63.59 | |
| Generac Holdings (GNRC) | 0.0 | $43k | 380.00 | 113.66 | |
| New Fortress Energy Com Cl A (NFE) | 0.0 | $43k | 1.1k | 38.84 | |
| Quantumscape Corp Com Cl A (QS) | 0.0 | $41k | 4.9k | 8.30 | |
| Stem (STEM) | 0.0 | $34k | 3.4k | 9.85 | |
| Ess Tech Common Stock (GWH) | 0.0 | $24k | 9.8k | 2.47 | |
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $23k | 14k | 1.66 | |
| Enviva (EVA) | 0.0 | $22k | 420.00 | 51.14 | |
| Rice Acquisition Corp Ii Shs Cl A | 0.0 | $17k | 1.6k | 10.18 | |
| Enovix Corp (ENVX) | 0.0 | $16k | 2.0k | 8.25 | |
| Lyft Cl A Com (LYFT) | 0.0 | $15k | 1.0k | 14.49 | |
| Rice Acquisition Corp Ii *w Exp 99/99/999 | 0.0 | $13k | 10k | 1.24 |
