SailingStone Capital Partners LLC — 13F Holdings & Portfolio
CIK 1608904 · latest 13F-HR filed 2026-08-14
SailingStone Capital Partners LLC manages $534.3M in 13F-reported U.S. long-equity assets across 19 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CMP (19.53%), RRC (10.47%), LIN (9.47%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 2, added to 9, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 600
HOUSTON, TX 77007
$534.3M
Long-equity book
19
Distinct positions
2026-06-30
Filed 2026-08-14
+4 / −2 / ↑9 / ↓3
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- WEST FRASER TIMBER CO LTD$15.8M +66.4%
- ANTERO RESOURCES CORP$12.3M +34.3%
- RANGE RES CORP$11.6M +26.1%
- MARTIN MARIETTA MATLS INC$8.9M +197.6%
- HUBBELL INC$8.4M +143.6%
Top Trims
- COMPASS MINERALS INTL INC-$8.3M -7.4%
- LINDE PLC-$3.9M -7.2%
- SOCIEDAD QUIMICA Y MINERA DE-$3.5M -92.6%
New Positions
- MOSAIC CO$25.2M
- MURPHY OIL CORP$15.9M
- METALS ACQUISITION CORP II$8.9M
- METALS ACQUISITION CORP II$344.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | COMPASS MINERALS INTL INC | CMP | 20451N101 | $104.3M | 19.53% | 3,351,366 | SH |
| 2 | RANGE RES CORP | RRC | 75281A109 | $55.9M | 10.47% | 1,504,350 | SH |
| 3 | LINDE PLC | LIN | G54950103 | $50.6M | 9.47% | 97,484 | SH |
| 4 | ANTERO RESOURCES CORP | AR | 03674X106 | $48.1M | 9.01% | 1,369,303 | SH |
| 5 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $41.8M | 7.82% | 1,135,960 | SH |
| 6 | IVANHOE ELECTRIC INC | IE | 46578C108 | $40.3M | 7.55% | 4,195,373 | SH |
| 7 | WEST FRASER TIMBER CO LTD | WFG | 952845105 | $39.6M | 7.41% | 412,177 | SH |
| 8 | MOSAIC CO | MOS | 61945C103 | $25.2M | 4.71% | 1,187,332 | SH |
| 9 | ENERGY VAULT HOLDINGS INC | NRGV | 29280W109 | $21.0M | 3.94% | 4,469,075 | SH |
| 10 | NUTRIEN LTD | NTR | 67077M108 | $18.2M | 3.40% | 288,350 | SH |
| 11 | WILLIAMS COS INC | WMB | 969457100 | $16.1M | 3.00% | 215,914 | SH |
| 12 | MURPHY OIL CORP | MUR | 626717102 | $15.9M | 2.97% | 486,854 | SH |
| 13 | HUBBELL INC | HUBB | 443510607 | $14.3M | 2.68% | 27,328 | SH |
| 14 | MARTIN MARIETTA MATLS INC | MLM | 573284106 | $13.3M | 2.50% | 23,147 | SH |
| 15 | CAMECO CORP | CCJ | 13321L108 | $10.6M | 1.98% | 73,227 | SH |
| 16 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $9.6M | 1.80% | 38,795 | SH |
| 17 | METALS ACQUISITION CORP II | MTAL | G60420109 | $8.9M | 1.67% | 879,729 | SH |
| 18 | METALS ACQUISITION CORP II | MTAL.WS | G60420117 | $344.4K | 0.06% | 313,092 | SH |
| 19 | SOCIEDAD QUIMICA Y MINERA DE | SQM | 833635105 | $277.3K | 0.05% | 3,745 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $534.3M | 19 | 0001420506-26-001664 |
| 2026-03-31 | 2026-05-15 | $440.3M | 17 | 0001420506-26-001030 |
| 2025-12-31 | 2026-02-17 | $402.5M | 15 | 0001420506-26-000468 |
| 2025-09-30 | 2025-11-14 | $381.9M | 16 | 0001420506-25-003242 |