$4.74 Billion is the total value of SailingStone Capital Partners LLC's 15 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 6.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RRC | Sell | RANGE RES CORP | $794,063,000 | +28.7% | 18,406,655 | -3.4% | 16.76% | +9.2% |
| TRQ | Sell | TURQUOISE HILL RES LTD | $760,058,000 | +30.1% | 224,869,113 | -2.2% | 16.04% | +10.3% |
| SWN | Sell | SOUTHWESTERN ENERGY CO | $642,775,000 | +49.6% | 51,095,007 | -4.0% | 13.56% | +26.9% |
| SQM | Sell | SOCIEDAD QUIMICA MINERA DE Cspon adr ser b | $597,169,000 | +16.8% | 24,157,313 | -2.9% | 12.60% | -1.0% |
| AR | Buy | ANTERO RES CORP | $452,557,000 | +17.9% | 17,419,436 | +12.8% | 9.55% | -0.0% |
| LPI | Buy | LAREDO PETROLEUM INC | $350,246,000 | +35.6% | 33,420,436 | +2.6% | 7.39% | +15.0% |
| COG | Sell | CABOT OIL & GAS CORP | $332,810,000 | +8.2% | 12,929,682 | -4.6% | 7.02% | -8.3% |
| NBL | Buy | NOBLE ENERGY INC | $314,208,000 | +16.9% | 8,759,637 | +2.3% | 6.63% | -0.9% |
| KOS | Buy | KOSMOS ENERGY LTD | $161,572,000 | -4.7% | 29,646,325 | +1.7% | 3.41% | -19.2% |
| DNRCQ | Sell | DENBURY RES INC | $152,280,000 | +61.4% | 42,417,905 | -0.2% | 3.21% | +36.8% |
| HBM | Sell | HUDBAY MINERALS INC | $106,995,000 | +23.4% | 22,383,807 | -5.0% | 2.26% | +4.6% |
| AAVVF | Sell | ADVANTAGE OIL & GAS LTD | $48,528,000 | -0.6% | 8,674,191 | -2.5% | 1.02% | -15.7% |
| TGB | TASEKO MINES LTD | $11,279,000 | -12.0% | 23,019,062 | 0.0% | 0.24% | -25.4% | |
| SWC | Sell | STILLWATER MNG CO | $7,630,000 | -1.1% | 643,369 | -11.2% | 0.16% | -16.1% |
| GG | Sell | GOLDCORP INC NEW | $6,829,000 | -91.5% | 356,962 | -92.8% | 0.14% | -92.8% |
| EOG | Exit | EOG RES INC | $0 | – | -2,172,400 | -100.0% | -3.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-15
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.