$511 Million is the total value of SailingStone Capital Partners LLC's 12 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RRC | Sell | RANGE RES CORP | $156,246,000 | +18.4% | 9,322,576 | -27.0% | 30.57% | -0.9% |
| AR | Sell | ANTERO RESOURCES CORP | $139,619,000 | +16.8% | 9,289,328 | -20.7% | 27.32% | -2.2% |
| TRQ | Sell | TURQUOISE HILL RES LTD | $82,513,000 | +2.1% | 4,891,088 | -2.6% | 16.14% | -14.5% |
| PDCE | Sell | PDC ENERGY INC | $48,962,000 | -1.6% | 1,069,273 | -26.1% | 9.58% | -17.6% |
| CCJ | New | CAMECO CORP | $24,133,000 | – | 1,015,696 | +100.0% | 4.72% | – |
| PXD | Sell | PIONEER NAT RES CO | $13,230,000 | -18.6% | 81,407 | -20.4% | 2.59% | -31.9% |
| SQM | Buy | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $12,626,000 | -8.8% | 266,764 | +2.2% | 2.47% | -23.7% |
| NEM | New | NEWMONT CORP | $10,858,000 | – | 171,311 | +100.0% | 2.12% | – |
| LNG | Buy | CHENIERE ENERGY INC | $10,214,000 | +34.4% | 117,750 | +11.5% | 2.00% | +12.4% |
| LIN | Buy | LINDE PLC | $8,055,000 | +48.8% | 27,861 | +44.1% | 1.58% | +24.5% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $4,510,000 | +75.3% | 53,759 | +62.3% | 0.88% | +46.8% |
| HBM | New | HUDBAY MINERALS INC | $161,000 | – | 19,510 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
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.