SailingStone Capital Partners LLC

Name: SailingStone Capital Partners LLC 13F holdings, Q2 2026
Creator: SailingStone Capital Partners LLC
Published: 2026-08-14

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), SailingStone Capital Partners LLC reported 18 stock positions worth $534.0 million. Its top holding was Compass Minerals Internation (CMP) at 19.5% of the portfolio, followed by Range Resources (RRC, 10.5%) and Linde (LIN, 9.5%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 12 and reduced 4. The biggest buy was a new position in Mosaic (MOS) and the biggest sale Compass Minerals Internation (CMP, shares −31%).

Most Recent 13F: Q2 2026
Location: Houston, TX
CIK: 0001608904
Portfolio Value: $534.0M (Q2 2026)
SEC Filing: 0001420506-26-001664 ↗ filed Aug 14, 2026

Holdings Value

Holdings 18 stocks · $534.0M


CMP Compass Minerals Internation	19.54%	3,351,366	$104.3M	Reduce -30.6%
RRC Range Resources Corp.	10.48%	1,504,350	$55.9M	Add +53.2%
LIN Linde PLC	9.47%	97,484	$50.6M	Reduce -11.3%
AR Antero Resources Corp.	9.01%	1,369,303	$48.1M	Add +62.2%
EPD Enterprise Products Partners	7.82%	1,135,960	$41.8M	Add +0.5%
IE Ivanhoe Electric Inc. / US	7.55%	4,195,373	$40.3M	Add +37.6%
WFG West Fraser Timber Co. Ltd.	7.41%	412,177	$39.6M	Add +57.8%
MOS The Mosaic Co.	4.71%	1,187,332	$25.2M	New
NRGV Energy Vault Holdings Inc.	3.94%	4,469,075	$21.0M	Add +0.5%
NTR Nutrien Ltd.	3.40%	288,350	$18.2M	Add +115.2%
WMB Williams Cos Inc.	3.01%	215,914	$16.1M	Reduce -4.4%
MUR Murphy Oil Corp.	2.97%	486,854	$15.9M	New
HUBB Hubbell Inc.	2.68%	27,328	$14.3M	Add +128.5%
MLM Martin Marietta Materials	2.50%	23,147	$13.3M	Add +203.8%
CCJ Cameco Corp.	1.98%	73,227	$10.6M	Add +0.5%
CEG Constellation Energy	1.80%	38,795	$9.6M	Add +19.9%
MTAL Metals Acquisition II Class A	1.67%	879,729	$8.9M	Add +0.5%
SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE	0.05%	3,745	$277K	Reduce -91.9%

Other holdings (1): bonds, preferreds, convertibles and warrants · $344K (not counted above)

Security	Class	Shares / Principal	Value	Change
MTAL.WS Metals Acquisition Corp. II	*W EXP 06/30/203	313,092	$344K	Add +7.5%

Total filed on the 13F, all lines: $534.3M.

Portfolio Sells Q1 2026 → Q2 2026


CMP Compass Minerals Internation	Reduce -30.6%	19.54%	−6.05
LIN Linde PLC	Reduce -11.3%	9.47%	−2.91
MTRN Materion Corp.	Sold out	0.00%	−1.39
SQM Quimica Y Minera Chil-SP ADR	Reduce -91.9%	0.05%	−0.80
WMB Williams Cos Inc.	Reduce -4.4%	3.01%	−0.73

Portfolio Buys Q1 2026 → Q2 2026


MOS The Mosaic Co.	New	4.71%	+4.71
MUR Murphy Oil Corp.	New	2.97%	+2.97
WFG West Fraser Timber Co. Ltd.	Add +57.8%	7.41%	+2.01
MLM Martin Marietta Materials	Add +203.8%	2.50%	+1.48
HUBB Hubbell Inc.	Add +128.5%	2.68%	+1.34
NTR Nutrien Ltd.	Add +115.2%	3.40%	+1.10
AR Antero Resources Corp.	Add +62.2%	9.01%	+0.87
NRGV Energy Vault Holdings Inc.	Add +0.5%	3.94%	+0.61
RRC Range Resources Corp.	Add +53.2%	10.48%	+0.40
CEG Constellation Energy	Add +19.9%	1.80%	−0.25
MTAL Metals Acquisition II Class A	Add +0.5%	1.67%	−0.33
CCJ Cameco Corp.	Add +0.5%	1.98%	−0.52
IE Ivanhoe Electric Inc. / US	Add +37.6%	7.55%	−0.63
EPD Enterprise Products Partners	Add +0.5%	7.82%	−1.89

Notes & Other Activity Q1 2026 → Q2 2026


MTAL.WS Metals Acquisition Corp. II	*W EXP 06/30/203	Add +7.5%	313,092	$344K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	18	$534.0M	CMP, RRC, LIN, AR, EPD
Q1 2026	17	$440.3M	CMP, LIN, RRC, EPD, IE
Q4 2025	15	$402.5M	CMP, IE, LIN, EPD, RRC
Q3 2025	16	$381.9M	CMP, IE, RRC, LIN, EPD
Q2 2025	16	$378.5M	CMP, IE, MAC COPPER LTD, LIN, EPD
Q1 2025	12	$269.5M	CMP, IE, RRC, MAC COPPER LTD, AR
Q4 2024	11	$301.5M	CMP, IE, RRC, AR, MAC COPPER LTD
Q3 2024	14	$318.2M	CMP, IE, MAC COPPER LTD, RRC, AR
Q2 2024	14	$282.4M	IE, RRC, AR, MAC COPPER LTD, LIN
Q1 2024	14	$275.6M	IE, AR, RRC, MAC COPPER LTD, EPD