SAILINGSTONE CAPITAL PARTNERS LLC

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Sailingstone Capital Partners is based out of Houston. Sailingstone Capital Partners is a large advisory firm with 9 clients and discretionary assets under management (AUM) of $506,660,373 (Form ADV from 2021-03-31). Their last reported 13F filing for Q3 2022 included $383,705,000 in managed 13F securities and a top 10 holdings concentration of 96.65%. Sailingstone Capital Partners's largest holding is Turquoise Hill Resources Ltd with shares held of 4,452,323. Sailingstone Capital Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 35 13F filings, 22 13D filings, 78 13G filings, and 2 Form 4 filings

09/30/2022

13F Activity

  • Market Value $383.705 Million
  • Prior Market Value $391.206 Million
  • New Purchases4 stocks
  • Additional Purchases4 stocks
  • Sold out of11 stocks
  • Reduced holdings in4 stocks
  • Top 10 Holdings % 96.65 %
  • Turnover % [1]:100.00%
  • Turnover Alt % [2]: 12.41 %
  • Time Held Top20:8.80 quarters
  • Time Held Top10:8.80 quarters
  • Time Held All:9.27 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-11-14

Performance for Q3 2022: 6.44%
Performance Last 4 Quarters: 40.25%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

SAILINGSTONE CAPITAL PARTNERS LLC
3200 KIRBY DRIVE SUITE 800
HOUSTON TX    77098
Country: United States

Business Phone: (415) 429-5198
Fax: (415) 358-4118
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 9
Amount of client funds and securities by related persons: 174,462,000
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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SAILINGSTONE CAPITAL PARTNERS LLC

ownership team - last updated 2021-03-31
Name Title Start Date Direct/Indirect % Ownership
KLESCEWSKI, JAMES, EDWARD CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER & MEMBER OF MANAGEMENT COMMITTEE 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MONTGOMERY ASSET MANAGEMENT LLC VICE PRESIDENT & CFO direct 1998-07-01
FREMONT INVESTMENT ADVISORS INC CHIEF FINANCIAL OFFICER direct 2003-04-01
SAILINGSTONE CAPITAL PARTNERS LLC CHIEF FINANCIAL OFFICER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-01-01
PRIVATE WEALTH PARTNERS, LLC CHIEF FINANCIAL OFFICER direct 2005-02-01 2005-04-21
PRIVATE WEALTH PARTNERS, LLC CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-02-01 2005-09-29
RS INVESTMENT MANAGEMENT CO. LLC CHIEF FINANCIAL OFFICER direct 2006-07-01 2012-04-05
MANIFOLD PARTNERS LLC MEMBER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 2013-02-01 2013-09-17
SAILINGSTONE CAPITAL PARTNERS LLC CHIEF FINANCIAL OFFICER direct 2014-01-01 2015-01-06
SETTLES, KENNETH, LEE PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
DAVIS, MACKENZIE, BRYCE PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
SAILINGSTONE GP LP MANAGER/MEMBER 12/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC SOLE MEMBER direct 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER direct 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER direct 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2014-01-01
SETTLES, KENNETH, LEE MANAGER/MEMBER SAILINGSTONE HOLDINGS LLC 11/01/2013 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
SETTLES, KENNETH, LEE LIMITED PARTNER SAILINGSTONE GP LP 12/01/2013 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
DAVIS, MACKENZIE, BRYCE MANAGER/MEMBER SAILINGSTONE HOLDINGS LLC 11/01/2013 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
DAVIS, MACKENZIE, BRYCE LIMITED PARTNER SAILINGSTONE GP LP 12/01/2013 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
SAILINGSTONE HOLDINGS LLC GENERAL PARTNER SAILINGSTONE GP LP 12/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC GENERAL PARTNER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC GENERAL PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2014-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SAILINGSTONE GLOBAL NATURAL RESOURCES FUND, L.P. United States 805-2417023174 Other Private Fund COMMINGLED FUND 174,461,914 10,000,000

SAILINGSTONE CAPITAL PARTNERS LLC

ownership team - last updated 2020-05-29
Name Title Start Date Direct/Indirect % Ownership
KLESCEWSKI, JAMES, EDWARD CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, & MEMBER OF MANAGEMENT COMMITTEE 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MONTGOMERY ASSET MANAGEMENT LLC VICE PRESIDENT & CFO direct 1998-07-01
FREMONT INVESTMENT ADVISORS INC CHIEF FINANCIAL OFFICER direct 2003-04-01
SAILINGSTONE CAPITAL PARTNERS LLC CHIEF FINANCIAL OFFICER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-01-01
PRIVATE WEALTH PARTNERS, LLC CHIEF FINANCIAL OFFICER direct 2005-02-01 2005-04-21
PRIVATE WEALTH PARTNERS, LLC CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-02-01 2005-09-29
RS INVESTMENT MANAGEMENT CO. LLC CHIEF FINANCIAL OFFICER direct 2006-07-01 2012-04-05
MANIFOLD PARTNERS LLC MEMBER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 2013-02-01 2013-09-17
SAILINGSTONE CAPITAL PARTNERS LLC CHIEF FINANCIAL OFFICER direct 2014-01-01 2015-01-06
SETTLES, KENNETH, LEE PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
DAVIS, MACKENZIE, BRYCE PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
SAILINGSTONE GP LP MANAGER/MEMBER 12/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC SOLE MEMBER direct 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER direct 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER direct 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2014-01-01
TRAN, HENRY CHIEF COMPLIANCE OFFICER 05/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2020-05-01
SETTLES, KENNETH, LEE MANAGER/MEMBER SAILINGSTONE HOLDINGS LLC 11/01/2013 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
SETTLES, KENNETH, LEE LIMITED PARTNER SAILINGSTONE GP LP 12/01/2013 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
DAVIS, MACKENZIE, BRYCE MANAGER/MEMBER SAILINGSTONE HOLDINGS LLC 11/01/2013 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
DAVIS, MACKENZIE, BRYCE LIMITED PARTNER SAILINGSTONE GP LP 12/01/2013 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
SAILINGSTONE HOLDINGS LLC GENERAL PARTNER SAILINGSTONE GP LP 12/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC GENERAL PARTNER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC GENERAL PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2014-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SAILINGSTONE GLOBAL NATURAL RESOURCES FUND, L.P. United States 805-2417023174 Other Private Fund COMMINGLED FUND 33,118,583 10,000,000

SAILINGSTONE CAPITAL PARTNERS LLC

ownership team - last updated 2020-03-13
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SAILINGSTONE GLOBAL NATURAL RESOURCES FUND, L.P. United States 805-2417023174 Other Private Fund COMMINGLED FUND 51,910,180 10,000,000

SAILINGSTONE CAPITAL PARTNERS LLC

ownership team - last updated 2019-04-26
Name Title Start Date Direct/Indirect % Ownership
KIAIE, KATHLYNE, KNOBLOCH CHIEF COMPLIANCE OFFICER & MEMBER OF MANAGEMENT COMMITTEE 12/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENESIS ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2004-10-01
SEASONS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2005-12-01
SAILINGSTONE CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER & MEMBER OF MANAGEMENT COMMITTEE direct 2013-12-01
SENECA CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2001-04-01 2005-10-04
FIRST OAK CAPITAL MANAGEMENT LLC MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 2010-07-01 2013-09-24
SAILINGSTONE CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2013-12-01 2015-01-06
KLESCEWSKI, JAMES, EDWARD CHIEF FINANCIAL OFFICER & MEMBER OF MANAGEMENT COMMITTEE 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MONTGOMERY ASSET MANAGEMENT LLC VICE PRESIDENT & CFO direct 1998-07-01
FREMONT INVESTMENT ADVISORS INC CHIEF FINANCIAL OFFICER direct 2003-04-01
SAILINGSTONE CAPITAL PARTNERS LLC CHIEF FINANCIAL OFFICER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-01-01
PRIVATE WEALTH PARTNERS, LLC CHIEF FINANCIAL OFFICER direct 2005-02-01 2005-04-21
PRIVATE WEALTH PARTNERS, LLC CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-02-01 2005-09-29
RS INVESTMENT MANAGEMENT CO. LLC CHIEF FINANCIAL OFFICER direct 2006-07-01 2012-04-05
MANIFOLD PARTNERS LLC MEMBER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 2013-02-01 2013-09-17
SAILINGSTONE CAPITAL PARTNERS LLC CHIEF FINANCIAL OFFICER direct 2014-01-01 2015-01-06
SETTLES, KENNETH, LEE PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
DAVIS, MACKENZIE, BRYCE PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
SAILINGSTONE GP LP MANAGER/MEMBER 12/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC SOLE MEMBER direct 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER direct 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER direct 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2014-01-01
SETTLES, KENNETH, LEE MANAGER/MEMBER SAILINGSTONE HOLDINGS LLC 11/01/2013 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
SETTLES, KENNETH, LEE LIMITED PARTNER SAILINGSTONE GP LP 12/01/2013 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
DAVIS, MACKENZIE, BRYCE MANAGER/MEMBER SAILINGSTONE HOLDINGS LLC 11/01/2013 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
DAVIS, MACKENZIE, BRYCE LIMITED PARTNER SAILINGSTONE GP LP 12/01/2013 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
SAILINGSTONE HOLDINGS LLC GENERAL PARTNER SAILINGSTONE GP LP 12/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC GENERAL PARTNER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC GENERAL PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2014-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SAILINGSTONE GLOBAL NATURAL RESOURCES FUND, L.P. United States 805-2417023174 Other Private Fund COMMINGLED FUND 213,334,874 10,000,000

SAILINGSTONE CAPITAL PARTNERS LLC

ownership team - last updated 2017-06-30
Name Title Start Date Direct/Indirect % Ownership
KIAIE, KATHLYNE, KNOBLOCH CHIEF COMPLIANCE OFFICER & MEMBER OF MANAGEMENT COMMITTEE 12/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
GENESIS ASSET MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2004-10-01
SEASONS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2005-12-01
SAILINGSTONE CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER & MEMBER OF MANAGEMENT COMMITTEE direct 2013-12-01
SENECA CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2001-04-01 2005-10-04
FIRST OAK CAPITAL MANAGEMENT LLC MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 2010-07-01 2013-09-24
SAILINGSTONE CAPITAL PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2013-12-01 2015-01-06
KLESCEWSKI, JAMES, EDWARD CHIEF FINANCIAL OFFICER & MEMBER OF MANAGEMENT COMMITTEE 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
MONTGOMERY ASSET MANAGEMENT LLC VICE PRESIDENT & CFO direct 1998-07-01
FREMONT INVESTMENT ADVISORS INC CHIEF FINANCIAL OFFICER direct 2003-04-01
SAILINGSTONE CAPITAL PARTNERS LLC CHIEF FINANCIAL OFFICER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-01-01
PRIVATE WEALTH PARTNERS, LLC CHIEF FINANCIAL OFFICER direct 2005-02-01 2005-04-21
PRIVATE WEALTH PARTNERS, LLC CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER direct 2005-02-01 2005-09-29
RS INVESTMENT MANAGEMENT CO. LLC CHIEF FINANCIAL OFFICER direct 2006-07-01 2012-04-05
MANIFOLD PARTNERS LLC MEMBER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 2013-02-01 2013-09-17
SAILINGSTONE CAPITAL PARTNERS LLC CHIEF FINANCIAL OFFICER direct 2014-01-01 2015-01-06
SETTLES, KENNETH, LEE PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
DAVIS, MACKENZIE, BRYCE PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
SAILINGSTONE GP LP MANAGER/MEMBER 12/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC SOLE MEMBER direct 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER direct 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER direct 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2014-01-01
SETTLES, KENNETH, LEE MANAGER/MEMBER SAILINGSTONE HOLDINGS LLC 11/01/2013 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
SETTLES, KENNETH, LEE LIMITED PARTNER SAILINGSTONE GP LP 12/01/2013 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
DAVIS, MACKENZIE, BRYCE MANAGER/MEMBER SAILINGSTONE HOLDINGS LLC 11/01/2013 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
DAVIS, MACKENZIE, BRYCE LIMITED PARTNER SAILINGSTONE GP LP 12/01/2013 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGER/MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC LIMITED PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE direct 2014-06-01
SAILINGSTONE HOLDINGS LLC GENERAL PARTNER SAILINGSTONE GP LP 12/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
SAILINGSTONE CAPITAL PARTNERS, LLC GENERAL PARTNER indirect 2013-11-01
SAILINGSTONE CAPITAL PARTNERS LLC GENERAL PARTNER indirect 2013-12-01
SAILINGSTONE CAPITAL PARTNERS LLC MANAGING MEMBER indirect 2014-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SAILINGSTONE GLOBAL NATURAL RESOURCES FUND, L.P. United States 805-2417023174 Other Private Fund COMMINGLED FUND 378,585,957 10,000,000

WhaleScore history for SAILINGSTONE CAPITAL PARTNERS LLC

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