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SAILINGSTONE CAPITAL PARTNERS LLC Information

ONE CALIFORNIA STREET, SAN FRANCISCO, California, 94111, (415) 429-5178

Report Date: 03/31/2019

Position Statistics

Total Positions 15
New Positions 1
Increased Positions 3
Decreased Positions 12
Positions with Activity 15
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,183

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 72.24%
Basic Materials 27.76%
Industrials
Consumer Cyclicals
Consumer Non-Cyclicals
Financials
Healthcare
Technology
Telecommunication Services
Utilities

15 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
RANGE RES CORP COM 308,516 -3,372 (1.08) 39,706,049
TURQUOISE HILL RES LTD COM 285,814 -27,356 (8.74) 240,179,569
ANTERO RES CORP COM 145,471 -25,995 (15.16) 21,113,281
SRC ENERGY INC COM 130,588 -1,304 (0.99) 25,455,839
LAREDO PETROLEUM INC COM 110,814 -2,241 (1.98) 37,437,168
CENTENNIAL RESOURCE DEV INC CL A 48,610 199 .41 5,517,565
NOBLE ENERGY INC COM 32,743 -7,393 (18.42) 1,504,031
COVIA HLDGS CORP COM 31,646 -6,178 (16.33) 10,874,771
EQT CORP COM 27,123 -3,537 (11.54) 1,385,934
KOSMOS ENERGY LTD COM 21,961 -2,559 (10.44) 3,600,237
CONCHO RES INC COM 20,923 -9,204 (30.55) 203,389
RIO TINTO PLC SPONSORED ADR 10,891 10,891 New 185,310
EOG RES INC COM 7,644 -2,693 (26.05) 86,036
CABOT OIL & GAS CORP COM 279 1 .44 10,898
TASEKO MINES LTD COM -327 Sold Out 0