# SailingStone Capital Partners LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1608904. Source: https://holderbook.com/funds/1608904-sailingstone-capital-partners-llc/

- Reported value: $534.3M
- Positions: 19
- Weight of the ten largest: 83.3%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| COMPASS MINERALS INTL INC | [CMP](https://holderbook.com/stocks/CMP/) | $104.3M | 3,351,366 | 19.5% | 10 |
| RANGE RES CORP | [RRC](https://holderbook.com/stocks/RRC/) | $55.9M | 1,504,350 | 10.5% | 31 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $50.6M | 97,484 | 9.5% | 14 |
| ANTERO RESOURCES CORP | [AR](https://holderbook.com/stocks/AR/) | $48.1M | 1,369,303 | 9.0% | 31 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $41.8M | 1,135,960 | 7.8% | 16 |
| IVANHOE ELECTRIC INC | [IE](https://holderbook.com/stocks/IE/) | $40.3M | 4,195,373 | 7.5% | 17 |
| WEST FRASER TIMBER CO LTD | [WFG](https://holderbook.com/stocks/WFG/) | $39.6M | 412,177 | 7.4% | 2 |
| MOSAIC CO | [MOS](https://holderbook.com/stocks/MOS/) | $25.2M | 1,187,332 | 4.7% | 1 |
| ENERGY VAULT HOLDINGS INC | [NRGV](https://holderbook.com/stocks/NRGV/) | $21.0M | 4,469,075 | 3.9% | 18 |
| NUTRIEN LTD | [NTR](https://holderbook.com/stocks/NTR/) | $18.2M | 288,350 | 3.4% | 13 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $16.1M | 215,914 | 3.0% | 9 |
| MURPHY OIL CORP | [MUR](https://holderbook.com/stocks/MUR/) | $15.9M | 486,854 | 3.0% | 1 |
| HUBBELL INC | [HUBB](https://holderbook.com/stocks/HUBB/) | $14.3M | 27,328 | 2.7% | 5 |
| MARTIN MARIETTA MATLS INC | [MLM](https://holderbook.com/stocks/MLM/) | $13.3M | 23,147 | 2.5% | 5 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $10.6M | 73,227 | 2.0% | 21 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $9.6M | 38,795 | 1.8% | 5 |
| METALS ACQUISITION CORP II | [MTAL-WT](https://holderbook.com/stocks/MTAL-WT/) | $8.9M | 879,729 | 1.7% | 1 |
| METALS ACQUISITION CORP II | - | $344.4K | 313,092 | 0.1% | 1 |
| SOCIEDAD QUIMICA Y MINERA DE | [SQM](https://holderbook.com/stocks/SQM/) | $277.3K | 3,745 | 0.1% | 6 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +6.8% | +14.8% | -8.0% | 98% |
| Q1 2026 | +9.1% | -4.6% | +13.8% | 99% |
| Q4 2025 | +8.8% | +2.4% | +6.4% | 95% |
| Q3 2025 | +10.5% | +7.8% | +2.7% | 98% |
| Q2 2025 | +40.0% | +10.5% | +29.6% | 98% |
| Q1 2025 | -7.4% | -4.6% | -2.8% | 99% |
| Q4 2024 | +3.9% | +2.1% | +1.7% | 99% |
| Q3 2024 | -0.7% | +5.4% | -6.2% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $534.3M | 19 |
| Q1 2026 | $440.3M | 17 |
| Q4 2025 | $402.5M | 15 |
| Q3 2025 | $381.9M | 16 |
| Q2 2025 | $378.5M | 16 |
| Q1 2025 | $269.5M | 12 |
| Q4 2024 | $301.5M | 11 |
| Q3 2024 | $318.2M | 14 |
| Q2 2024 | $282.4M | 14 |
| Q1 2024 | $275.6M | 14 |
| Q4 2023 | $271.3M | 12 |
| Q3 2023 | $340.3M | 12 |