$3.39 Billion is the total value of SailingStone Capital Partners LLC's 19 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AR | Sell | ANTERO RES CORP | $692,122,000 | +4.3% | 34,867,589 | -0.1% | 20.40% | +6.3% |
SRCI | Sell | SRC ENERGY INC | $258,884,000 | +3.0% | 27,453,239 | -6.8% | 7.63% | +4.9% |
CDEV | Sell | CENTENNIAL RESOURCE DEV INCcl a | $194,048,000 | -25.4% | 10,574,847 | -19.6% | 5.72% | -24.1% |
KOS | Sell | KOSMOS ENERGY LTD | $125,801,000 | -18.2% | 19,968,438 | -11.1% | 3.71% | -16.7% |
NBL | Sell | NOBLE ENERGY INC | $79,307,000 | -5.6% | 2,617,378 | -9.2% | 2.34% | -3.9% |
CXO | Sell | CONCHO RES INC | $72,799,000 | -5.9% | 484,258 | -5.9% | 2.15% | -4.2% |
TGB | Sell | TASEKO MINES LTD | $11,424,000 | -54.3% | 9,934,206 | -7.3% | 0.34% | -53.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-15
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.