SailingStone Capital Partners LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
SailingStone Capital Partners LLC disclosed 14 US equity positions worth $318.2m in its Q3 2024 13F filing. The largest position was CMP at 18.0% of the reported book, followed by IE and METALS ACQUISITION LIMITED.
What did SailingStone Capital Partners LLC own in Q3 2024? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CMP COMPASS MINERALS INTL INC | Basic Materials | 18.0% | $57.4m | 4,775,013 | – | |
| 2 | IE IVANHOE ELECTRIC INC | 14.6% | $46.4m | 5,484,720 | – | ||
| 3 | METALS ACQUISITION LIMITED | 11.0% | $35.1m | 2,534,466 | – | ||
| 4 | RRC RANGE RES CORP | Energy | 10.4% | $33.2m | 1,079,901 | – | |
| 5 | AR ANTERO RESOURCES CORP | Energy | 10.3% | $32.8m | 1,144,931 | – | |
| 6 | LIN LINDE PLC | Basic Materials | 8.7% | $27.7m | 58,123 | – | |
| 7 | WMB WILLIAMS COS INC | Energy | 5.8% | $18.3m | 400,902 | – | |
| 8 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 5.6% | $17.8m | 612,458 | – | |
| 9 | CCJ CAMECO CORP | Energy | 5.5% | $17.6m | 273,333 | – | |
| 10 | SMR NUSCALE PWR CORP | Industrials | 3.0% | $9.5m | 816,697 | – | |
| 11 | NRGV ENERGY VAULT HOLDINGS INC | 2.5% | $7.9m | 8,207,328 | – | ||
| 12 | NTR NUTRIEN LTD | Basic Materials | 2.2% | $7.0m | 145,295 | – | |
| 13 | NEM NEWMONT CORP | Basic Materials | 1.2% | $3.8m | 70,184 | – | |
| 14 | ABX BARRICK GOLD CORP | Financial Services | 1.2% | $3.7m | 185,397 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.