SailingStone Capital Partners LLC Long-Term Concentrated

Name: SailingStone Capital Partners LLC Q1 2019 13F Filing | 13F Explorer
Creator: SailingStone Capital Partners LLC
Published: 2019-05-15

Location: Houston, TX

CIK: 0001608904 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 15, 2019

Total Value: $1.517B (100.0% shares, 0.0% debt)

Holdings (14)

RRC RANGE RES CORP 29.4%

Value $446M Shares 39,706,049 Est. Cost $32.37 Unrealized -66.5%

— TURQUOISE HILL RES LTD 26.3%

Value $399M Shares 240,179,569 Est. Cost $3.17 Unrealized —

AR ANTERO RES CORP 12.3%

Value $186M Shares 21,113,281 Est. Cost $31.17 Unrealized -69.7%

— SRC ENERGY INC 8.6%

Value $130M Shares 25,455,839 Est. Cost $8.12 Unrealized —

— LAREDO PETROLEUM INC 7.6%

Value $116M Shares 37,437,168 Est. Cost $13.27 Unrealized —

— COVIA HLDGS CORP 4.0%

Value $60.79M Shares 10,874,771 Est. Cost $12.18 Unrealized —

— CENTENNIAL RESOURCE DEV INC 3.2%

Value $48.5M Shares 5,517,565 Est. Cost $15.96 Unrealized —

— NOBLE ENERGY INC 2.5%

Value $37.2M Shares 1,504,031 Est. Cost $32.49 Unrealized —

EQT EQT CORP 1.9%

Value $28.74M Shares 1,385,934 Est. Cost $22.76 Unrealized -20.3%

— CONCHO RES INC 1.5%

Value $22.57M Shares 203,389 Est. Cost $102.79 Unrealized —

KOS KOSMOS ENERGY LTD 1.5%

Value $22.43M Shares 3,600,237 Est. Cost $5.90 Unrealized -10.0%

RIO RIO TINTO PLC 0.7%

Value $10.9M Shares 185,310 Est. Cost $58.85 Unrealized —

EOG EOG RES INC 0.5%

Value $8.189M Shares 86,036 Est. Cost $82.17 Unrealized -12.5%

CTRA CABOT OIL & GAS CORP 0.0%

Value $284K Shares 10,898 Est. Cost $19.92 Unrealized -6.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
RRC	RANGE RES CORP	39,706,049	$446M	29.4%	$32.37	-66.5%	COM	75281A109
—	TURQUOISE HILL RES LTD	240,179,569	$399M	26.3%	$3.17	—	COM	900435108
AR	ANTERO RES CORP	21,113,281	$186M	12.3%	$31.17	-69.7%	COM	03674X106
—	SRC ENERGY INC	25,455,839	$130M	8.6%	$8.12	—	COM	78470V108
—	LAREDO PETROLEUM INC	37,437,168	$116M	7.6%	$13.27	—	COM	516806106
—	COVIA HLDGS CORP	10,874,771	$60.79M	4.0%	$12.18	—	COM	22305A103
—	CENTENNIAL RESOURCE DEV INC	5,517,565	$48.5M	3.2%	$15.96	—	CL A	15136A102
—	NOBLE ENERGY INC	1,504,031	$37.2M	2.5%	$32.49	—	COM	655044105
EQT	EQT CORP	1,385,934	$28.74M	1.9%	$22.76	-20.3%	COM	26884L109
—	CONCHO RES INC	203,389	$22.57M	1.5%	$102.79	—	COM	20605P101
KOS	KOSMOS ENERGY LTD	3,600,237	$22.43M	1.5%	$5.90	-10.0%	COM	500688106
RIO	RIO TINTO PLC	185,310	$10.9M	0.7%	$58.85	—	SPONSORED ADR	767204100
EOG	EOG RES INC	86,036	$8.189M	0.5%	$82.17	-12.5%	COM	26875P101
CTRA	CABOT OIL & GAS CORP	10,898	$284K	0.0%	$19.92	-6.4%	COM	127097103