Every quarter Lumida Wealth presents a visual summary of the 45+ hedge funds we track every quarter that shape the future investing trends.
Enjoy the visual summary below or Check out the full data along with Ram’s insights in spreadsheet format here.
Please note:
– AUM indicates assets under management in managed 13F securities only, the overall AUM due to other positions (Debt, options etc) may be higher.
– Color intensity indicates relative weight.
– Individual stock Rectangles optimized for mobile readability and are not to scale
– Percentages are rounded to nearest decimal and indicate current portfolio weights
– We have prioritized top 5 stock positions wherever available.
– Each manager has a summary, sector analysis and legend for stock information.
Compliance Disclaimer: The information is for general informational purposes only and does not constitute investment advice. Past performance is not indicative of future results, and investments in hedge funds carry risks, including the potential loss of principal. We recommend that you seek independent financial advice before making any investment decisions.
Data Sources: Hedgefollow, Whalewisdom, Lumida analysis
Summary Overview
SailingStone Capital, managed by Mackenzie Davis, focuses heavily on the materials and energy sectors, with significant positions in industrial gases and natural resources. The fund’s recent activity includes a new investment in energy infrastructure, while reducing positions in materials and energy.
3 sector-specific insights
- The top holdings reflect a strong emphasis on materials and energy, with major investments in companies like Linde and Antero Resources.
- The new investment in Williams Companies suggests a strategic interest in expanding energy infrastructure holdings.
- Reductions in materials and energy holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- LIN (Linde plc): Materials sector, operates as an industrial gas and engineering company.
- MTAL (Metals Acquisition Corp): Materials sector, focuses on acquiring and developing metal and mining assets.
- AR (Antero Resources Corporation): Energy sector, engages in the exploration and production of natural gas and natural gas liquids.
- RRC (Range Resources Corporation): Energy sector, focuses on the exploration and production of natural gas and oil.
- IE (Ivanhoe Electric Inc.): Materials sector, engages in the exploration and development of mineral and metal resources.
New Holdings
- WMB (The Williams Companies, Inc.): Energy sector, operates as an energy infrastructure company, focusing on natural gas processing and transportation.
Reduced Holdings
- NTR (Nutrien Ltd.): Materials sector, produces and distributes potash, nitrogen, and phosphate products for agricultural, industrial, and feed customers.
- CCJ (Cameco Corporation): Energy sector, produces and sells uranium worldwide.
- EPD (Enterprise Products Partners L.P.): Energy sector, provides midstream energy services to producers and consumers of natural gas, natural gas liquids, crude oil, and refined products.
- AR (Antero Resources Corporation): Energy sector, engages in the exploration and production of natural gas and natural gas liquids.
- IE (Ivanhoe Electric Inc.): Materials sector, engages in the exploration and development of mineral and metal resources.
