SailingStone Capital Partners LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), SailingStone Capital Partners LLC reported 14 stock positions worth $282.4 million. Its top holding was Ivanhoe Electric Inc. / US (IE) at 15.7% of the portfolio, followed by Range Resources (RRC, 11.5%) and Antero Resources (AR, 11.4%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 3 and reduced 5. The biggest buy was a new position in Williams Cos (WMB) and the biggest sale Ivanhoe Electric Inc. / US (IE, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- Houston, TX
- CIK
- 0001608904
- Portfolio Value
- $282.4M (Q2 2024)
- SEC Filing
- 0001420506-24-001437 ↗ filed Aug 14, 2024
Holdings Value
Holdings 14 stocks · $282.4M
| IE Ivanhoe Electric Inc. / US | 15.70% | 4,724,772 | $44.3M | Reduce -11.5% |
| RRC Range Resources Corp. | 11.51% | 969,601 | $32.5M | Add +0.3% |
| AR Antero Resources Corp. | 11.35% | 982,325 | $32.1M | Reduce -17.4% |
| MAC COPPER LTD filed as METALS ACQUISITION LIMITED | 11.07% | 2,284,030 | $31.3M | No change |
| LIN Linde PLC | 9.76% | 62,824 | $27.6M | Add +11.0% |
| CMP Compass Minerals Internation | 8.49% | 2,320,897 | $24.0M | Add +112.9% |
| WMB Williams Cos Inc. | 7.51% | 499,202 | $21.2M | New |
| EPD Enterprise Products Partners | 7.25% | 706,598 | $20.5M | Reduce -23.8% |
| CCJ Cameco Corp. | 6.15% | 257,601 | $17.4M | Reduce -15.6% |
| SMR Nuscale Power Corp. | 3.38% | 816,697 | $9.5M | No change |
| NTR Nutrien Ltd. | 3.03% | 168,165 | $8.6M | Reduce -10.8% |
| NRGV Energy Vault Holdings Inc. | 2.74% | 8,147,398 | $7.7M | No change |
| NEM Newmont Corp. | 1.10% | 74,274 | $3.1M | No change |
| B Barrick Gold Corp. | 0.95% | 160,007 | $2.7M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| IE Ivanhoe Electric Inc. / US | Reduce -11.5% | 15.70% | −3.30 |
| EPD Enterprise Products Partners | Reduce -23.8% | 7.25% | −2.57 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −1.19 |
| AR Antero Resources Corp. | Reduce -17.4% | 11.35% | −1.16 |
| NTR Nutrien Ltd. | Reduce -10.8% | 3.03% | −0.68 |
| CCJ Cameco Corp. | Reduce -15.6% | 6.15% | −0.35 |
Portfolio Buys Q1 2024 → Q2 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 |