SailingStone Capital Partners as of June 30, 2023
Portfolio Holdings for SailingStone Capital Partners
SailingStone Capital Partners holds 13 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Cameco Corporation (CCJ) | 20.3 | $73M | 1.8M | 40.89 | |
Ivanhoe Electric (IE) | 18.6 | $67M | 4.8M | 13.99 | |
Enterprise Products Partners (EPD) | 15.5 | $55M | 2.1M | 26.41 | |
Linde SHS (LIN) | 9.4 | $34M | 89k | 379.19 | |
Metals Acquisition Ord Shs (MTAL) | 6.1 | $22M | 2.1M | 10.40 | |
Nextera Energy (NEE) | 5.8 | $21M | 284k | 72.81 | |
Newmont Mining Corporation (NEM) | 5.0 | $18M | 430k | 41.95 | |
Antero Res (AR) | 4.7 | $17M | 738k | 22.87 | |
Range Resources (RRC) | 4.3 | $15M | 523k | 29.34 | |
Energy Vault Holdings (NRGV) | 3.7 | $13M | 4.7M | 2.79 | |
Nuscale Pwr Corp Cl A Com (SMR) | 3.3 | $12M | 1.7M | 6.84 | |
Nutrien (NTR) | 2.2 | $7.8M | 132k | 59.00 | |
Cheniere Energy Com New (LNG) | 1.2 | $4.1M | 27k | 151.21 |