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Disclosery

SailingStone Capital Partners LLC

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13F filer, CIK 1608904, Houston, TX

SailingStone Capital Partners LLC reported $301,456,971 across 11 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 97.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-000453

Period
2024-12-31
Reported value
$301M
Holdings
11
Top 10 weight
97.84%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CMPadded+652,129$7.34M
LINadded+3,660$1.53M
MAC Copper Ltdadded+98,925$1.05M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SMRexited-816,697-$9.46M
ARreduced-256,339-$8.98M
CCJreduced-78,066-$5.77M
WMBreduced-92,124-$4.99M
NEMexited-70,184-$3.75M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001420506-25-000453, largest first. % of portfolio is the value over $301,456,971, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CMPCOMPASS MINERALS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775,013 shares; 2024Q4: 5,427,142 shares 5,427,142$61.1M20.25%+652,129Timeline
IEIVANHOE ELECTRIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,484,720 shares; 2024Q4: 5,484,720 shares 5,484,720$41.4M13.74%0Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079,901 shares; 2024Q4: 1,079,901 shares 1,079,901$38.9M12.89%0Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144,931 shares; 2024Q4: 888,592 shares 888,592$31.1M10.33%-256,339Timeline
MAC Copper LtdMAC Copper LtdQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,534,466 shares; 2024Q4: 2,633,391 shares 2,633,391$28M9.28%+98,925
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,123 shares; 2024Q4: 61,783 shares 61,783$25.9M8.58%+3,660Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,458 shares; 2024Q4: 599,515 shares 599,515$18.8M6.24%-12,943Timeline
NRGVENERGY VAULT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,207,328 shares; 2024Q4: 8,207,328 shares 8,207,328$18.7M6.21%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,902 shares; 2024Q4: 308,778 shares 308,778$16.7M5.54%-92,124Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,333 shares; 2024Q4: 195,267 shares 195,267$14.4M4.79%-78,066Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,295 shares; 2024Q4: 145,295 shares 145,295$6.5M2.16%0Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SMRNUSCALE PWR CORP816,697$9.46Mshares
NEMNEWMONT CORP70,184$3.75Mshares
BARRICK GOLD CORPBARRICK GOLD CORP185,397$3.69Mshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-25-000453 base2025-02-14acceptance time not in the bulk data set