SailingStone Capital Partners as of March 31, 2024
Portfolio Holdings for SailingStone Capital Partners
SailingStone Capital Partners holds 14 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ivanhoe Electric (IE) | 19.0 | $52M | 5.3M | 9.80 | |
| Antero Res (AR) | 12.5 | $35M | 1.2M | 29.00 | |
| Range Resources (RRC) | 12.1 | $33M | 967k | 34.43 | |
| Metals Acquisition Ord Shs (MTAL) | 10.6 | $29M | 2.3M | 12.85 | |
| Enterprise Products Partners (EPD) | 9.8 | $27M | 927k | 29.18 | |
| Linde SHS (LIN) | 9.5 | $26M | 57k | 464.32 | |
| Cameco Corporation (CCJ) | 6.5 | $18M | 305k | 58.64 | |
| Compass Minerals International (CMP) | 6.2 | $17M | 1.1M | 15.74 | |
| Energy Vault Holdings (NRGV) | 5.3 | $15M | 8.1M | 1.79 | |
| Nutrien (NTR) | 3.7 | $10M | 189k | 54.31 | |
| Nuscale Pwr Corp Cl A Com (SMR) | 1.6 | $4.3M | 817k | 5.31 | |
| Cheniere Energy Com New (LNG) | 1.2 | $3.3M | 20k | 161.28 | |
| Barrick Gold Corp (GOLD) | 1.0 | $2.7M | 160k | 16.64 | |
| Newmont Mining Corporation (NEM) | 1.0 | $2.7M | 74k | 35.84 |
