SailingStone Capital Partners as of June 30, 2022
Portfolio Holdings for SailingStone Capital Partners
SailingStone Capital Partners holds 22 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Turquoise Hill Resources | 35.3 | $138M | 4.5M | 30.98 | |
| Antero Res (AR) | 11.1 | $43M | 1.1M | 39.76 | |
| Cameco Corporation (CCJ) | 10.1 | $39M | 1.4M | 29.06 | |
| Ivanhoe Electric (IE) | 7.7 | $30M | 3.7M | 8.03 | |
| Range Resources (RRC) | 7.1 | $28M | 883k | 31.41 | |
| Nextera Energy (NEE) | 5.7 | $23M | 261k | 86.01 | |
| Linde SHS | 5.5 | $22M | 76k | 282.90 | |
| Newmont Mining Corporation (NEM) | 5.4 | $21M | 497k | 42.40 | |
| Energy Vault Holdings (NRGV) | 4.3 | $17M | 3.9M | 4.35 | |
| Nuscale Pwr Corp Cl A Com (SMR) | 4.3 | $17M | 1.2M | 13.70 | |
| Cheniere Energy Com New (LNG) | 1.7 | $6.7M | 39k | 172.10 | |
| Schlumberger Com Stk (SLB) | 0.3 | $1.1M | 27k | 39.63 | |
| Diamondback Energy (FANG) | 0.3 | $1.0M | 7.7k | 134.68 | |
| Devon Energy Corporation (DVN) | 0.3 | $1.0M | 15k | 69.46 | |
| Forum Energy Technologies In (FET) | 0.3 | $981k | 39k | 25.22 | |
| Us Silica Hldgs (SLCA) | 0.2 | $670k | 51k | 13.05 | |
| Encana Corporation (OVV) | 0.2 | $647k | 13k | 51.36 | |
| Smart Sand (SND) | 0.2 | $607k | 349k | 1.74 | |
| National Energy Services Reu SHS (NESR) | 0.1 | $511k | 69k | 7.42 | |
| Liberty Energy Com Cl A (LBRT) | 0.1 | $466k | 32k | 14.47 | |
| Chesapeake Energy Corp (CHK) | 0.1 | $399k | 3.9k | 103.64 | |
| Rice Acquisition Corp Ii *w Exp 99/99/999 | 0.0 | $45k | 110k | 0.41 |
