SailingStone Capital Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), SailingStone Capital Partners LLC reported 16 stock positions worth $381.9 million. Its top holding was Compass Minerals Internation (CMP) at 25.7% of the portfolio, followed by Ivanhoe Electric Inc. / US (IE, 17.0%) and Range Resources (RRC, 9.5%). Compared with Q2 2025, it added to 4 and reduced 7. The biggest buy was Range Resources (RRC, shares +47%) and the biggest sale Mac Copper (shares −59%).
- Most Recent 13F
- Q2 2026
- Location
- Houston, TX
- CIK
- 0001608904
- Portfolio Value
- $381.9M (Q3 2025)
- SEC Filing
- 0001420506-25-003242 ↗ filed Nov 14, 2025
Holdings Value
Holdings 16 stocks · $381.9M
| CMP Compass Minerals Internation | 25.67% | 5,105,110 | $98.0M | Reduce -8.3% |
| IE Ivanhoe Electric Inc. / US | 17.01% | 5,177,383 | $65.0M | Reduce -15.8% |
| RRC Range Resources Corp. | 9.45% | 959,340 | $36.1M | Add +47.3% |
| LIN Linde PLC | 8.93% | 71,816 | $34.1M | Add +9.3% |
| EPD Enterprise Products Partners | 7.94% | 969,275 | $30.3M | Add +4.7% |
| NRGV Energy Vault Holdings Inc. | 5.40% | 6,947,922 | $20.6M | Reduce -15.3% |
| CCJ Cameco Corp. | 4.98% | 162,819 | $19.0M | Reduce -39.1% |
| AR Antero Resources Corp. | 4.77% | 543,158 | $18.2M | Add +73.9% |
| MAC COPPER LTD | 3.84% | 1,201,437 | $14.7M | Reduce -58.8% |
| WMB Williams Cos Inc. | 3.28% | 197,734 | $12.5M | Reduce -10.0% |
| CEG Constellation Energy | 2.14% | 24,890 | $8.2M | No change |
| MTRN Materion Corp. | 1.66% | 52,522 | $6.3M | No change |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 1.41% | 125,473 | $5.4M | Reduce -20.4% |
| MLM Martin Marietta Materials | 1.26% | 7,620 | $4.8M | No change |
| HUBB Hubbell Inc. | 1.18% | 10,490 | $4.5M | No change |
| NTR Nutrien Ltd. | 1.06% | 69,282 | $4.1M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| MAC COPPER LTD | Reduce -58.8% | 3.84% | −5.48 |
| CMP Compass Minerals Internation | Reduce -8.3% | 25.67% | −3.87 |
| CCJ Cameco Corp. | Reduce -39.1% | 4.98% | −2.17 |
| WMB Williams Cos Inc. | Reduce -10.0% | 3.28% | −0.37 |
| SQM Quimica Y Minera Chil-SP ADR | Reduce -20.4% | 1.41% | −0.06 |
| IE Ivanhoe Electric Inc. / US | Reduce -15.8% | 17.01% | +2.27 |
| NRGV Energy Vault Holdings Inc. | Reduce -15.3% | 5.40% | +3.85 |
Portfolio Buys Q2 2025 → Q3 2025
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 |