SailingStone Capital Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), SailingStone Capital Partners LLC reported 11 stock positions worth $301.5 million. Its top holding was Compass Minerals Internation (CMP) at 20.3% of the portfolio, followed by Ivanhoe Electric Inc. / US (IE, 13.7%) and Range Resources (RRC, 12.9%). Compared with Q3 2024, it sold out of 3, added to 3 and reduced 4. The biggest buy was Compass Minerals Internation (CMP, shares +14%) and the biggest sale an exit from Nuscale Power (SMR).
- Most Recent 13F
- Q2 2026
- Location
- Houston, TX
- CIK
- 0001608904
- Portfolio Value
- $301.5M (Q4 2024)
- SEC Filing
- 0001420506-25-000453 ↗ filed Feb 14, 2025
Holdings Value
Holdings 11 stocks · $301.5M
| CMP Compass Minerals Internation | 20.25% | 5,427,142 | $61.1M | Add +13.7% |
| IE Ivanhoe Electric Inc. / US | 13.74% | 5,484,720 | $41.4M | No change |
| RRC Range Resources Corp. | 12.89% | 1,079,901 | $38.9M | No change |
| AR Antero Resources Corp. | 10.33% | 888,592 | $31.1M | Reduce -22.4% |
| MAC COPPER LTD | 9.28% | 2,633,391 | $28.0M | Add +3.9% |
| LIN Linde PLC | 8.58% | 61,783 | $25.9M | Add +6.3% |
| EPD Enterprise Products Partners | 6.24% | 599,515 | $18.8M | Reduce -2.1% |
| NRGV Energy Vault Holdings Inc. | 6.21% | 8,207,328 | $18.7M | No change |
| WMB Williams Cos Inc. | 5.54% | 308,778 | $16.7M | Reduce -23.0% |
| CCJ Cameco Corp. | 4.79% | 195,267 | $14.4M | Reduce -28.6% |
| NTR Nutrien Ltd. | 2.16% | 145,295 | $6.5M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| SMR Nuscale Power Corp. | Sold out | 0.00% | −2.97 |
| NEM Newmont Corp. | Sold out | 0.00% | −1.18 |
| B Barrick Gold Corp. | Sold out | 0.00% | −1.16 |
| CCJ Cameco Corp. | Reduce -28.6% | 4.79% | −0.76 |
| WMB Williams Cos Inc. | Reduce -23.0% | 5.54% | −0.21 |
| AR Antero Resources Corp. | Reduce -22.4% | 10.33% | +0.02 |
| EPD Enterprise Products Partners | Reduce -2.1% | 6.24% | +0.63 |
Portfolio Buys Q3 2024 → Q4 2024
| CMP Compass Minerals Internation | Add +13.7% | 20.25% | +2.21 |
| LIN Linde PLC | Add +6.3% | 8.58% | −0.13 |
| MAC COPPER LTD | Add +3.9% | 9.28% | −1.76 |
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 |