Soroban Capital Partners LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$8.3T
Holdings
19
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CSXCSX CORP | 58,100,864 | $1.8T | 21.62% | |
| 2 | MSFTMICROSOFT CORP | 4,327,559 | $1.0T | 12.47% | |
| 3 | CVECENOVUS ENERGY INC | 51,957,862 | $1.0T | 12.12% | |
| 4 | UNPUNION PAC CORP | 4,654,919 | $963.9B | 11.58% | |
| 5 | TECK/BTECK RESOURCES LTD | 11,084,331 | $419.2B | 5.04% | |
| 6 | VVISA INC | 1,720,650 | $357.5B | 4.29% | |
| 7 | LOWLOWES COS INC | 1,710,990 | $340.9B | 4.10% | |
| 8 | ADIANALOG DEVICES INC | 2,031,223 | $333.2B | 4.00% | |
| 9 | AMZNAMAZON COM INC | 3,948,200 | $331.6B | 3.98% | |
| 10 | GOOGALPHABET INC | 3,575,580 | $317.3B | 3.81% | |
| 11 | MOSMOSAIC CO NEW | 6,873,501 | $301.5B | 3.62% | |
| 12 | EQTEQT CORP | 6,469,016 | $218.8B | 2.63% | |
| 13 | CFCF INDS HLDGS INC | 2,460,321 | $209.6B | 2.52% | |
| 14 | UEOWESTLAKE CORPORATION | 2,021,674 | $207.3B | 2.49% | |
| 15 | CRCCANADIAN NAT RES LTD | 3,169,819 | $176.0B | 2.11% | |
| 16 | SUSUNCOR ENERGY INC NEW | 4,721,080 | $149.8B | 1.80% | |
| 17 | NTRNUTRIEN LTD | 1,221,005 | $89.2B | 1.07% | |
| 18 | USX1UNITED STATES STL CORP NEW | 1,622,974 | $40.7B | 0.49% | |
| 19 | GOOGLALPHABET INC | 240,000 | $21.2B | 0.25% |