SailingStone Capital Partners LLC

Houston, TX · CIK 1608904 · 13F filing filed 2024-08-14

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

$282.4m reported value +2.5% vs Q1 2024

14positions

92.2%in top 10

1 new 3 added 5 reduced 1 sold out vs Q1 2024

This report includes the holdings of 1 other manager that shares the investment decisions:

PICKERING ENERGY PARTNERS LP – files its own report too; $28.2k of shares are in both

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	IVANHOE ELECTRIC INC COM IE	IE	4,724,772	$44.3m15.70%	15.70%	Reduced -616.4k	-616,432 -11.5%
2	RANGE RES CORP COM RRC	RRC	969,601	$32.5m11.51%	11.51%	Added +2.6k	+2,636 0.3%
3	ANTERO RESOURCES CORP COM AR	AR	982,325	$32.1m11.35%	11.35%	Reduced -206.3k	-206,321 -17.4%
4	MAC COPPER LIMITED ORD SHS MTAL	MTAL	2,284,030	$31.3m11.07%	11.07%	Unchanged
5	LINDE PLC SHS LIN	LIN	62,824	$27.6m9.76%	9.76%	Added +6.2k	+6,241 11.0%
6	COMPASS MINERALS INTL INC COM CMP	CMP	2,320,897	$24.0m8.49%	8.49%	Added +1.2m	+1,230,946 112.9%
7	WILLIAMS COS INC COM WMB	WMB	499,202	$21.2m7.51%	7.51%	New
8	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	706,598	$20.5m7.25%	7.25%	Reduced -220.6k	-220,640 -23.8%
9	CAMECO CORP COM CCJ	CCJ	257,601	$17.4m6.15%	6.15%	Reduced -47.7k	-47,745 -15.6%
10	NUSCALE PWR CORP CL A COM SMR	SMR	816,697	$9.5m3.38%	3.38%	Unchanged
11	NUTRIEN LTD COM NTR	NTR	168,165	$8.6m3.03%	3.03%	Reduced -20.4k	-20,390 -10.8%
12	ENERGY VAULT HOLDINGS INC COM NRGV	NRGV	8,147,398	$7.7m2.74%	2.74%	Unchanged
13	NEWMONT CORP COM NEM	NEM	74,274	$3.1m1.10%	1.10%	Unchanged
14	BARRICK GOLD CORP COM COM		160,007	$2.7m0.95%	0.95%	Unchanged

Security	Ticker	Shares held before	Value then
CHENIERE ENERGY INC LNG	LNG	20,305	$3.3m20.3k shares