SailingStone Capital Partners LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
SailingStone Capital Partners LLC disclosed 11 US equity positions worth $301.5m in its Q4 2024 13F filing. The largest position was CMP at 20.3% of the reported book, followed by IE and RRC. Against the Q3 2024 filing, it opened 0 new positions, added to 3 and reduced 4 among the top 11 holdings.
What did SailingStone Capital Partners LLC own in Q4 2024? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CMP COMPASS MINERALS INTL INC | Basic Materials | 20.3% | $61.1m | 5,427,142 | 14% | added |
| 2 | IE IVANHOE ELECTRIC INC | 13.7% | $41.4m | 5,484,720 | 0% | held | |
| 3 | RRC RANGE RES CORP | Energy | 12.9% | $38.9m | 1,079,901 | 0% | held |
| 4 | AR ANTERO RESOURCES CORP | Energy | 10.3% | $31.1m | 888,592 | -22% | reduced |
| 5 | MAC COPPER LIMITED | 9.3% | $28.0m | 2,633,391 | 4% | added | |
| 6 | LIN LINDE PLC | Basic Materials | 8.6% | $25.9m | 61,783 | 6% | added |
| 7 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 6.2% | $18.8m | 599,515 | -2% | reduced |
| 8 | NRGV ENERGY VAULT HOLDINGS INC | 6.2% | $18.7m | 8,207,328 | 0% | held | |
| 9 | WMB WILLIAMS COS INC | Energy | 5.5% | $16.7m | 308,778 | -23% | reduced |
| 10 | CCJ CAMECO CORP | Energy | 4.8% | $14.4m | 195,267 | -29% | reduced |
| 11 | NTR NUTRIEN LTD | Basic Materials | 2.2% | $6.5m | 145,295 | 0% | held |
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.