$5.29 Billion is the total value of SailingStone Capital Partners LLC's 20 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TRQ | New | TURQUOISE HILL RES LTD | $629,260,000 | – | 168,251,366 | +100.0% | 11.90% | – |
| COG | New | CABOT OIL & GAS CORP | $439,760,000 | – | 13,452,447 | +100.0% | 8.32% | – |
| SQM | New | SOCIEDAD QUIMICA MINERA DE Cspon adr ser b | $438,549,000 | – | 16,776,928 | +100.0% | 8.29% | – |
| RRC | New | RANGE RES CORP | $428,138,000 | – | 6,313,791 | +100.0% | 8.10% | – |
| MOS | New | MOSAIC CO NEW | $394,846,000 | – | 8,890,935 | +100.0% | 7.47% | – |
| NBL | New | NOBLE ENERGY INC | $349,671,000 | – | 5,115,144 | +100.0% | 6.61% | – |
| GG | New | GOLDCORP INC NEW | $273,213,000 | – | 11,863,333 | +100.0% | 5.17% | – |
| ROSE | New | ROSETTA RESOURCES INC | $268,798,000 | – | 6,032,271 | +100.0% | 5.08% | – |
| DNRCQ | New | DENBURY RES INC | $257,576,000 | – | 17,137,456 | +100.0% | 4.87% | – |
| AR | New | ANTERO RES CORP | $256,387,000 | – | 4,670,923 | +100.0% | 4.85% | – |
| CMP | New | COMPASS MINERALS INTL INC | $249,367,000 | – | 2,958,792 | +100.0% | 4.72% | – |
| CPN | New | CALPINE CORP | $237,799,000 | – | 10,958,471 | +100.0% | 4.50% | – |
| LPI | New | LAREDO PETROLEUM INC | $230,694,000 | – | 10,294,257 | +100.0% | 4.36% | – |
| SWN | New | SOUTHWESTERN ENERGY CO | $214,369,000 | – | 6,133,577 | +100.0% | 4.05% | – |
| KOS | New | KOSMOS ENERGY LTD | $167,159,000 | – | 16,783,057 | +100.0% | 3.16% | – |
| NGD | New | NEW GOLD INC CDA | $149,640,000 | – | 29,631,612 | +100.0% | 2.83% | – |
| HBM | New | HUDBAY MINERALS INC | $139,567,000 | – | 16,304,576 | +100.0% | 2.64% | – |
| CXO | New | CONCHO RES INC | $94,945,000 | – | 757,198 | +100.0% | 1.80% | – |
| TGB | New | TASEKO MINES LTD | $47,859,000 | – | 28,152,349 | +100.0% | 0.90% | – |
| AAVVF | New | ADVANTAGE OIL & GAS LTD | $20,402,000 | – | 3,585,540 | +100.0% | 0.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-10-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| RANGE RES CORP | 37 | Q3 2023 | 40.7% |
| ANTERO RESOURCES CORP | 37 | Q3 2023 | 29.1% |
| TURQUOISE HILL RES LTD | 25 | Q3 2020 | 28.2% |
| NOBLE ENERGY INC | 25 | Q3 2020 | 12.2% |
| LAREDO PETROLEUM INC | 23 | Q1 2020 | 13.3% |
| SOCIEDAD QUIMICA Y MINERA DE | 21 | Q1 2022 | 14.0% |
| CABOT OIL & GAS CORP | 21 | Q3 2019 | 8.4% |
| HUDBAY MINERALS INC | 20 | Q4 2021 | 3.9% |
| TASEKO MINES LTD | 18 | Q4 2018 | 1.1% |
| KOSMOS ENERGY LTD | 17 | Q3 2018 | 5.6% |
View SailingStone Capital Partners LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ANTERO RESOURCES Corp | February 19, 2021 | 13,585,032 | 5.1% |
| Covia Holdings CorpSold out | February 19, 2021 | 0 | 0.0% |
| RANGE RESOURCES CORP | February 19, 2021 | 14,904,506 | 5.8% |
| TURQUOISE HILL RESOURCES LTD. | February 19, 2021 | 4,448,477 | 2.2% |
| Laredo Petroleum, Inc. | February 14, 2020 | 6,544,429 | 2.8% |
| SRC Energy Inc. | September 10, 2019 | 11,109,698 | 4.6% |
| DENBURY RESOURCES INCSold out | February 08, 2019 | 0 | 0.0% |
| Kosmos Energy Ltd. | February 08, 2019 | 4,019,790 | 1.0% |
| FAIRMOUNT SANTROL HOLDINGS INC. | April 10, 2018 | 26,519,627 | 11.8% |
| CHEMICAL & MINING CO OF CHILE INCSold out | February 06, 2018 | 0 | 0.0% |
View SailingStone Capital Partners LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-11 |
| 13F-HR/A | 2022-09-16 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View SailingStone Capital Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.