SailingStone Capital Partners as of Sept. 30, 2023
Portfolio Holdings for SailingStone Capital Partners
SailingStone Capital Partners holds 12 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ivanhoe Electric (IE) | 20.6 | $70M | 5.9M | 11.83 | |
| Enterprise Products Partners (EPD) | 17.6 | $60M | 2.2M | 27.42 | |
| Cameco Corporation (CCJ) | 14.2 | $48M | 872k | 55.52 | |
| Linde SHS (LIN) | 9.7 | $33M | 88k | 373.49 | |
| Metals Acquisition Ord Shs (MTAL) | 7.6 | $26M | 2.2M | 12.00 | |
| Antero Res (AR) | 6.6 | $22M | 879k | 25.45 | |
| Newmont Mining Corporation (NEM) | 5.4 | $18M | 493k | 37.03 | |
| Energy Vault Holdings (NRGV) | 5.3 | $18M | 7.1M | 2.52 | |
| Range Resources (RRC) | 4.9 | $17M | 514k | 32.79 | |
| Nuscale Pwr Corp Cl A Com (SMR) | 4.0 | $14M | 2.7M | 5.06 | |
| Nutrien (NTR) | 2.8 | $9.4M | 150k | 62.94 | |
| Cheniere Energy Com New (LNG) | 1.4 | $4.6M | 27k | 168.94 |
