SailingStone Capital Partners LLC — 13F Holdings & Portfolio
CIK 1608904 · latest 13F-HR filed 2026-05-15
SailingStone Capital Partners LLC manages $440.3M in 13F-reported U.S. long-equity assets across 17 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CMP (25.59%), LIN (12.38%), RRC (10.08%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 0, added to 9, and trimmed 5.
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.
$440.3M
Long-equity book
17
Distinct positions
2026-03-31
Filed 2026-05-15
+2 / −0 / ↑9 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LINDE PLC$10.1M +22.6%
- RANGE RES CORP$7.5M +20.5%
- COMPASS MINERALS INTL INC$6.3M +6.0%
- ANTERO RESOURCES CORP$5.9M +19.6%
- ENTERPRISE PRODS PARTNERS L$5.9M +15.9%
Top Trims
- VANHOE ELECTRIC INC-$24.4M -40.4%
- ENERGY VAULT HOLDINGS INC-$8.1M -35.6%
- CAMECO CORP-$1.6M -12.5%
- SOCIEDAD QUIMICA Y MINERA DE-$1.0M -21.7%
- MARTIN MARIETTA MATLS INC-$258.9K -5.5%
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 | $112.7M | 25.59% | 4,825,611 | SH |
| 2 | LINDE PLC | LIN | G54950103 | $54.5M | 12.38% | 109,958 | SH |
| 3 | RANGE RES CORP | RRC | 75281A109 | $44.4M | 10.08% | 982,031 | SH |
| 4 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $42.8M | 9.71% | 1,129,954 | SH |
| 5 | VANHOE ELECTRIC INC | IE | 46578C108 | $36.0M | 8.18% | 3,048,474 | SH |
| 6 | ANTERO RESOURCES CORP | AR | 03674X106 | $35.8M | 8.14% | 844,266 | SH |
| 7 | WEST FRASER TIMBER LTD | WFG | 952845105 | $23.8M | 5.40% | 261,199 | SH |
| 8 | ILLIAMS COS INC | WMB | 969457100 | $16.4M | 3.73% | 225,779 | SH |
| 9 | ENERGY VAULT HOLDINGS INC | NRGV | 29280W109 | $14.7M | 3.33% | 4,445,017 | SH |
| 10 | CAMECO CORP | CCJ | 13321L108 | $11.0M | 2.50% | 72,835 | SH |
| 11 | NUTRIEN LTD | NTR | 67077M108 | $10.1M | 2.30% | 133,973 | SH |
| 12 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $9.0M | 2.05% | 32,360 | SH |
| 13 | METALS ACQUISITION CORP II | MTAL.U | G60420125 | $8.8M | 2.01% | 875,000 | SH |
| 14 | MATERION CORP | MTRN | 576690101 | $6.1M | 1.39% | 42,322 | SH |
| 15 | HUBBELL INC | HUBB | 443510607 | $5.9M | 1.33% | 11,960 | SH |
| 16 | MARTIN MARIETTA MATLS INC | MLM | 573284106 | $4.5M | 1.02% | 7,620 | SH |
| 17 | SOCIEDAD QUIMICA Y MINERA DE | SQM | 833635105 | $3.8M | 0.85% | 46,427 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |