SailingStone Capital Partners LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), SailingStone Capital Partners LLC reported 14 stock positions worth $275.6 million. Its top holding was Ivanhoe Electric Inc. / US (IE) at 19.0% of the portfolio, followed by Antero Resources (AR, 12.5%) and Range Resources (RRC, 12.1%). Compared with Q4 2023, it opened 2 new positions, added to 4 and reduced 8. The biggest buy was a new position in Compass Minerals Internation (CMP) and the biggest sale Newmont (NEM, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- Houston, TX
- CIK
- 0001608904
- Portfolio Value
- $275.6M (Q1 2024)
- SEC Filing
- 0001420506-24-000893 ↗ filed May 15, 2024
Holdings Value
Holdings 14 stocks · $275.6M
| IE Ivanhoe Electric Inc. / US | 18.99% | 5,341,204 | $52.3M | Reduce -6.7% |
| AR Antero Resources Corp. | 12.51% | 1,188,646 | $34.5M | Add +14.7% |
| RRC Range Resources Corp. | 12.08% | 966,965 | $33.3M | Add +21.8% |
| MAC COPPER LTD filed as METALS ACQUISITION LIMITED | 10.65% | 2,284,030 | $29.3M | Reduce -0.9% |
| EPD Enterprise Products Partners | 9.82% | 927,238 | $27.1M | Reduce -32.1% |
| LIN Linde PLC | 9.53% | 56,583 | $26.3M | Reduce -8.0% |
| CCJ Cameco Corp. | 6.50% | 305,346 | $17.9M | Reduce -29.7% |
| CMP Compass Minerals Internation | 6.22% | 1,089,951 | $17.2M | New |
| NRGV Energy Vault Holdings Inc. | 5.29% | 8,147,398 | $14.6M | Add +18.0% |
| NTR Nutrien Ltd. | 3.72% | 188,555 | $10.2M | Add +50.4% |
| SMR Nuscale Power Corp. | 1.57% | 816,697 | $4.3M | Reduce -71.3% |
| LNG Cheniere Energy Inc. | 1.19% | 20,305 | $3.3M | Reduce -0.3% |
| B Barrick Gold Corp. | 0.97% | 160,007 | $2.7M | New |
| NEM Newmont Corp. | 0.97% | 74,274 | $2.7M | Reduce -80.0% |
Portfolio Sells Q4 2023 → Q1 2024
| NEM Newmont Corp. | Reduce -80.0% | 0.97% | −4.70 |
| EPD Enterprise Products Partners | Reduce -32.1% | 9.82% | −3.45 |
| CCJ Cameco Corp. | Reduce -29.7% | 6.50% | −2.66 |
| IE Ivanhoe Electric Inc. / US | Reduce -6.7% | 18.99% | −2.28 |
| SMR Nuscale Power Corp. | Reduce -71.3% | 1.57% | −1.88 |
| LNG Cheniere Energy Inc. | Reduce -0.3% | 1.19% | −0.09 |
| MAC COPPER LTD | Reduce -0.9% | 10.65% | +0.15 |
| LIN Linde PLC | Reduce -8.0% | 9.53% | +0.22 |
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $534.0M | CMP, RRC, LIN, AR, EPD |
| Q1 2026 | 17 | $440.3M | CMP, LIN, RRC, EPD, IE |
| Q4 2025 | 15 | $402.5M | CMP, IE, LIN, EPD, RRC |
| Q3 2025 | 16 | $381.9M | CMP, IE, RRC, LIN, EPD |
| Q2 2025 | 16 | $378.5M | CMP, IE, MAC COPPER LTD, LIN, EPD |
| Q1 2025 | 12 | $269.5M | CMP, IE, RRC, MAC COPPER LTD, AR |
| Q4 2024 | 11 | $301.5M | CMP, IE, RRC, AR, MAC COPPER LTD |
| Q3 2024 | 14 | $318.2M | CMP, IE, MAC COPPER LTD, RRC, AR |
| Q2 2024 | 14 | $282.4M | IE, RRC, AR, MAC COPPER LTD, LIN |
| Q1 2024 | 14 | $275.6M | IE, AR, RRC, MAC COPPER LTD, EPD |