SailingStone Capital Partners LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), SailingStone Capital Partners LLC reported 14 stock positions worth $318.2 million. Its top holding was Compass Minerals Internation (CMP) at 18.0% of the portfolio, followed by Ivanhoe Electric Inc. / US (IE, 14.6%) and Mac Copper (11.0%). Compared with Q2 2024, it added to 8 and reduced 5. The biggest buy was Compass Minerals Internation (CMP, shares +106%) and the biggest sale Williams Cos (WMB, shares −20%).

Most Recent 13F
Q2 2026
Location
Houston, TX
CIK
0001608904
Portfolio Value
$318.2M (Q3 2024)
SEC Filing
0001420506-24-002421 ↗ filed Nov 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $275.6M Q1 2024 Q2 2024: $282.4M Q2 2024 Q3 2024: $318.2M $318.2M Q3 2024 Q4 2024: $301.5M Q4 2024 Q1 2025: $269.5M Q1 2025 Q2 2025: $378.5M Q2 2025 Q3 2025: $381.9M Q3 2025 Q4 2025: $402.5M Q4 2025 Q1 2026: $440.3M Q1 2026 Q2 2026: $534.0M Q2 2026

Holdings 14 stocks · $318.2M
CMP Compass Minerals Internation 18.04% 4,775,013 $57.4M Add +105.7%
IE Ivanhoe Electric Inc. / US 14.58% 5,484,720 $46.4M Add +16.1%
MAC COPPER LTD filed as METALS ACQUISITION LIMITED 11.03% 2,534,466 $35.1M Add +11.0%
RRC Range Resources Corp. 10.44% 1,079,901 $33.2M Add +11.4%
AR Antero Resources Corp. 10.31% 1,144,931 $32.8M Add +16.6%
LIN Linde PLC 8.71% 58,123 $27.7M Reduce -7.5%
WMB Williams Cos Inc. 5.75% 400,902 $18.3M Reduce -19.7%
EPD Enterprise Products Partners 5.60% 612,458 $17.8M Reduce -13.3%
CCJ Cameco Corp. 5.54% 273,333 $17.6M Add +6.1%
SMR Nuscale Power Corp. 2.97% 816,697 $9.5M No change
NRGV Energy Vault Holdings Inc. 2.48% 8,207,328 $7.9M Add +0.7%
NTR Nutrien Ltd. 2.19% 145,295 $7.0M Reduce -13.6%
NEM Newmont Corp. 1.18% 70,184 $3.8M Reduce -5.5%
B Barrick Gold Corp. 1.16% 185,397 $3.7M Add +15.9%

Portfolio Sells Q2 2024 → Q3 2024
WMB Williams Cos Inc. Reduce -19.7% 5.75% −1.76
EPD Enterprise Products Partners Reduce -13.3% 5.60% −1.65
LIN Linde PLC Reduce -7.5% 8.71% −1.05
NTR Nutrien Ltd. Reduce -13.6% 2.19% −0.84
NEM Newmont Corp. Reduce -5.5% 1.18% +0.08

Portfolio Buys Q2 2024 → Q3 2024
CMP Compass Minerals Internation Add +105.7% 18.04% +9.55
B Barrick Gold Corp. Add +15.9% 1.16% +0.21
MAC COPPER LTD Add +11.0% 11.03% −0.04
NRGV Energy Vault Holdings Inc. Add +0.7% 2.48% −0.26
CCJ Cameco Corp. Add +6.1% 5.54% −0.60
AR Antero Resources Corp. Add +16.6% 10.31% −1.04
RRC Range Resources Corp. Add +11.4% 10.44% −1.07
IE Ivanhoe Electric Inc. / US Add +16.1% 14.58% −1.11

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 18$534.0MCMP, RRC, LIN, AR, EPD
Q1 2026 17$440.3MCMP, LIN, RRC, EPD, IE
Q4 2025 15$402.5MCMP, IE, LIN, EPD, RRC
Q3 2025 16$381.9MCMP, IE, RRC, LIN, EPD
Q2 2025 16$378.5MCMP, IE, MAC COPPER LTD, LIN, EPD
Q1 2025 12$269.5MCMP, IE, RRC, MAC COPPER LTD, AR
Q4 2024 11$301.5MCMP, IE, RRC, AR, MAC COPPER LTD
Q3 2024 14$318.2MCMP, IE, MAC COPPER LTD, RRC, AR
Q2 2024 14$282.4MIE, RRC, AR, MAC COPPER LTD, LIN
Q1 2024 14$275.6MIE, AR, RRC, MAC COPPER LTD, EPD