$3.67 Billion is the total value of SailingStone Capital Partners LLC's 15 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TRQ | Buy | TURQUOISE HILL RES LTD | $651,561,000 | -1.0% | 245,872,079 | +14.7% | 17.73% | +13.8% |
| AR | Buy | ANTERO RES CORP | $585,066,000 | +0.9% | 27,073,851 | +6.5% | 15.92% | +16.0% |
| CPN | Buy | CALPINE CORP | $579,269,000 | +35.5% | 42,813,656 | +10.6% | 15.76% | +55.7% |
| RRC | Buy | RANGE RES CORP | $509,787,000 | -10.9% | 22,002,043 | +11.9% | 13.87% | +2.4% |
| LPI | Buy | LAREDO PETROLEUM INC | $401,036,000 | -2.7% | 38,121,319 | +35.1% | 10.91% | +11.9% |
| CDEV | Buy | CENTENNIAL RESOURCE DEV INCcl a | $231,164,000 | +153.6% | 15,391,849 | +205.2% | 6.29% | +191.5% |
| SRCI | Buy | SRC ENERGY INC | $183,030,000 | +2.0% | 27,196,067 | +27.9% | 4.98% | +17.3% |
| KOS | Sell | KOSMOS ENERGY LTD | $167,752,000 | -14.3% | 26,170,378 | -10.9% | 4.56% | -1.5% |
| HBM | Buy | HUDBAY MINERALS INC | $141,823,000 | +112.0% | 18,909,783 | +147.0% | 3.86% | +143.7% |
| SQM | Sell | SOCIEDAD QUIMICA MINERA DE Cspon adr ser b | $88,348,000 | -78.2% | 2,675,600 | -77.4% | 2.40% | -75.0% |
| DNRCQ | Sell | DENBURY RES INC | $47,042,000 | -42.0% | 30,746,207 | -2.1% | 1.28% | -33.3% |
| COG | Sell | CABOT OIL & GAS CORP | $31,219,000 | -90.0% | 1,244,793 | -90.5% | 0.85% | -88.5% |
| TGB | Sell | TASEKO MINES LTD | $28,578,000 | -4.0% | 22,502,148 | -0.2% | 0.78% | +10.4% |
| NBL | Sell | NOBLE ENERGY INC | $21,770,000 | -88.4% | 769,251 | -85.9% | 0.59% | -86.6% |
| AAVVF | Sell | ADVANTAGE OIL & GAS LTD | $7,134,000 | -69.5% | 1,054,477 | -70.3% | 0.19% | -64.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-14
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.