SailingStone Capital Partners LLC 13F Holdings · Q2 2026
SailingStone Capital Partners LLC reported 19 securities worth $534.30M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CMP (19.53%), RRC (10.47%), LIN (9.47%). Among its top 25 positions this quarter: 4 new, 11 added, 4 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CMP | COMPASS MINERALS INTL INC | $104.3M | 19.53% | 3.4M | Trimmed |
| 2 | RRC | RANGE RES CORP | $55.9M | 10.47% | 1.5M | Added |
| 3 | LIN | LINDE PLC | $50.6M | 9.47% | 97,484 | Trimmed |
| 4 | AR | ANTERO RESOURCES CORP | $48.1M | 9.01% | 1.4M | Added |
| 5 | EPD | ENTERPRISE PRODS PARTNERS L | $41.8M | 7.82% | 1.1M | Added |
| 6 | IE | IVANHOE ELECTRIC INC | $40.3M | 7.55% | 4.2M | Added |
| 7 | WFG | WEST FRASER TIMBER CO LTD | $39.6M | 7.41% | 412,177 | Added |
| 8 | MOS | MOSAIC CO | $25.2M | 4.71% | 1.2M | New |
| 9 | NRGV | ENERGY VAULT HOLDINGS INC | $21.0M | 3.94% | 4.5M | Added |
| 10 | NTR | NUTRIEN LTD | $18.2M | 3.40% | 288,350 | Added |
| 11 | WMB | WILLIAMS COS INC | $16.1M | 3.00% | 215,914 | Trimmed |
| 12 | MUR | MURPHY OIL CORP | $15.9M | 2.97% | 486,854 | New |
| 13 | HUBB | HUBBELL INC | $14.3M | 2.68% | 27,328 | Added |
| 14 | MLM | MARTIN MARIETTA MATLS INC | $13.3M | 2.50% | 23,147 | Added |
| 15 | CCJ | CAMECO CORP | $10.6M | 1.98% | 73,227 | Added |
| 16 | CEG | CONSTELLATION ENERGY CORP | $9.6M | 1.80% | 38,795 | Added |
| 17 | MTAL | METALS ACQUISITION CORP II | $8.9M | 1.67% | 879,729 | New |
| 18 | MTALWS | METALS ACQUISITION CORP II | $344,401 | 0.06% | 313,092 | New |
| 19 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $277,280 | 0.05% | 3,745 | Trimmed |
| 20 | MTALU | METALS ACQUISITION CORP II | $0 | 0.00% | 0 | Exited |
| 21 | MTRN | MATERION CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR