SailingStone Capital Partners LLC 13F holdings
SailingStone Capital Partners LLC reported 18 positions with a total reported value of $534.3M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: CMP COMPASS MINERALS INTL INC (19.5%), RRC RANGE RES CORP (10.5%), LIN LINDE PLC (9.5%), AR ANTERO RESOURCES CORP (9.0%), EPD ENTERPRISE PRODS PARTNERS L (7.8%). Against 2026-03-31 it opened 3 new positions and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
18 largest of 18 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CMP COMPASS MINERALS INTL INC | 3,351,366 | $104.3M | 19.5% |
| RRC RANGE RES CORP | 1,504,350 | $55.9M | 10.5% |
| LIN LINDE PLC | 97,484 | $50.6M | 9.5% |
| AR ANTERO RESOURCES CORP | 1,369,303 | $48.1M | 9.0% |
| EPD ENTERPRISE PRODS PARTNERS L | 1,135,960 | $41.8M | 7.8% |
| IE IVANHOE ELECTRIC INC | 4,195,373 | $40.3M | 7.5% |
| WFG WEST FRASER TIMBER CO LTD | 412,177 | $39.6M | 7.4% |
| MOS MOSAIC CO | 1,187,332 | $25.2M | 4.7% |
| NRGV ENERGY VAULT HOLDINGS INC | 4,469,075 | $21.0M | 3.9% |
| NTR NUTRIEN LTD | 288,350 | $18.2M | 3.4% |
| WILLIAMS COS INC | 215,914 | $16.1M | 3.0% |
| MUR MURPHY OIL CORP | 486,854 | $15.9M | 3.0% |
| HUBB HUBBELL INC | 27,328 | $14.3M | 2.7% |
| MLM MARTIN MARIETTA MATLS INC | 23,147 | $13.3M | 2.5% |
| CCJ CAMECO CORP | 73,227 | $10.6M | 2.0% |
| CEG CONSTELLATION ENERGY CORP | 38,795 | $9.6M | 1.8% |
| MTAL METALS ACQUISITION CORP II | 1,192,821 | $9.3M | 1.7% |
| SOCIEDAD QUIMICA Y MINERA DE | 3,745 | $277.3K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| ILLIAMS COS INC | 225,779 | $16.4M | 3.7% |
| MTRN MATERION CORP | 42,322 | $6.1M | 1.4% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| RRC RANGE RES CORP | 982,031 | 1,504,350 | +53.2% | $55.9M |
| AR ANTERO RESOURCES CORP | 844,266 | 1,369,303 | +62.2% | $48.1M |
| WFG WEST FRASER TIMBER CO LTD | 261,199 | 412,177 | +57.8% | $39.6M |
| IE IVANHOE ELECTRIC INC | 3,048,474 | 4,195,373 | +37.6% | $40.3M |
| NTR NUTRIEN LTD | 133,973 | 288,350 | +115.2% | $18.2M |
| MLM MARTIN MARIETTA MATLS INC | 7,620 | 23,147 | +203.8% | $13.3M |
| HUBB HUBBELL INC | 11,960 | 27,328 | +128.5% | $14.3M |
| MTAL METALS ACQUISITION CORP II | 875,000 | 1,192,821 | +36.3% | $9.3M |
| CEG CONSTELLATION ENERGY CORP | 32,360 | 38,795 | +19.9% | $9.6M |
| EPD ENTERPRISE PRODS PARTNERS L | 1,129,954 | 1,135,960 | +0.5% | $41.8M |
| NRGV ENERGY VAULT HOLDINGS INC | 4,445,017 | 4,469,075 | +0.5% | $21.0M |
| CCJ CAMECO CORP | 72,835 | 73,227 | +0.5% | $10.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CMP COMPASS MINERALS INTL INC | 4,825,611 | 3,351,366 | -30.6% | $104.3M |
| LIN LINDE PLC | 109,958 | 97,484 | -11.3% | $50.6M |
| SOCIEDAD QUIMICA Y MINERA DE | 46,427 | 3,745 | -91.9% | $277.3K |
CIK 1608904 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
