SailingStone Capital Partners LLC
Houston, TX · CIK 1608904 · 13F filing filed 2023-08-14
SEC-registered investment adviser since 2019 · limited partnership
- Assets managed$1.7bn
- Staff51 · 11 in investment roles
- Main clients (by assets)Private funds 70%, Mutual funds and ETFs 28%, Pension plans 2%
- Private funds10 (2 hedge) · $1.2bn gross assets
- Websitepickeringenergypartners.com
- Form ADV · 2026-05-26SEC adviser record
- Legal entitySAILINGSTONE CAPITAL PARTNERS LLC (US)
$358.2m
reported value
+27.7% vs Q1 2023
13positions
93.4%in top 10
2 new
6 added
4 reduced
0 sold out
vs Q1 2023
This report includes the holdings of 1 other manager that shares the investment decisions:
- PICKERING ENERGY PARTNERS LP – files its own report too; $196.6k of shares are in both
Shares in two reports are counted once in each security's totals.
Holdings, Q2 2023
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| CAMECO CORP CCJ | $72.7m20.29% | Reduced -157.1k |
| IVANHOE ELECTRIC INC IE | $66.7m18.62% | Added +836.1k |
| ENTERPRISE PRODS PARTNERS L EPD | $55.4m15.45% | Added +729.5k |
| LINDE PLC LIN | $33.8m9.43% | Reduced -12.6k |
| MAC COPPER LIMITED MTAL | $21.7m6.07% | New |
| NEXTERA ENERGY INC NEE | $20.7m5.77% | Reduced -25.8k |
| NEWMONT CORP NEM | $18.0m5.03% | Reduced -33.3k |
| ANTERO RESOURCES CORP AR | $16.9m4.71% | Added +95.8k |
| RANGE RES CORP RRC | $15.3m4.28% | Added +137.7k |
| ENERGY VAULT HOLDINGS INC NRGV | $13.2m3.69% | Added +413.0k |
| NUSCALE PWR CORP SMR | $11.9m3.31% | Added +627.2k |
| NUTRIEN LTD NTR | $7.8m2.18% | New |
| CHENIERE ENERGY INC LNG | $4.1m1.15% | Unchanged |