SailingStone Capital Partners LLC
SailingStone Capital Partners LLC reported 19 holdings worth US$534M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
SailingStone Capital Partners LLC reported 19 holdings worth US$534M as of Jun 30, 2026. Largest: Compass Minerals Intl Inc, Range Resources Corporation and Antero Resources Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 19
- Value as reported
- US$534M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Compass Minerals Intl Inc | 3.35M | US$104M | 19.5% |
| Range Resources Corporation | 1.5M | US$55.9M | 10.5% |
| Antero Resources Corporation | 1.37M | US$48.1M | 9.0% |
| Enterprise Products Partners L.p. | 1.14M | US$41.8M | 7.8% |
| Ivanhoe Electric Inc. | 4.2M | US$40.3M | 7.5% |
| West Fraser Timber Co. Ltd. | 412K | US$39.6M | 7.4% |
| Mosaic Company (the) | 1.19M | US$25.2M | 4.7% |
| Energy Vault Holdings, Inc. | 4.47M | US$21M | 3.9% |
| Nutrien Ltd. | 288K | US$18.2M | 3.4% |
| Williams Companies, Inc. (the) | 216K | US$16.1M | 3.0% |
| Murphy Oil Corporation | 487K | US$15.9M | 3.0% |
| Hubbell Inc | 27,328 | US$14.3M | 2.7% |
| Martin Marietta Materials, Inc. | 23,147 | US$13.3M | 2.5% |
| Cameco Corporation | 73,227 | US$10.6M | 2.0% |
| Constellation Energy Corporation | 38,795 | US$9.64M | 1.8% |
| Metals Acquisition Corp. Ii | 880K | US$8.93M | 1.7% |
| Sociedad Quimica Y Minera De Chile Sa Pfd Series A | 3,745 | US$277K | 0.05% |
| Materion Corporation | 0 | US$0 | 0.00% |