SailingStone Capital Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), SailingStone Capital Partners LLC reported 17 stock positions worth $440.3 million. Its top holding was Compass Minerals Internation (CMP) at 25.6% of the portfolio, followed by Linde (LIN, 12.4%) and Range Resources (RRC, 10.1%). Compared with Q4 2025, it opened 2 new positions, added to 2 and reduced 11. The biggest buy was a new position in West Fraser Timber (WFG) and the biggest sale Ivanhoe Electric Inc. / US (IE, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- Houston, TX
- CIK
- 0001608904
- Portfolio Value
- $440.3M (Q1 2026)
- SEC Filing
- 0001420506-26-001030 ↗ filed May 15, 2026
Holdings Value
Holdings 17 stocks · $440.3M
| CMP Compass Minerals Internation | 25.59% | 4,825,611 | $112.7M | Reduce -10.9% |
| LIN Linde PLC | 12.38% | 109,958 | $54.5M | Add +5.5% |
| RRC Range Resources Corp. | 10.08% | 982,031 | $44.4M | Reduce -6.0% |
| EPD Enterprise Products Partners | 9.71% | 1,129,954 | $42.8M | Reduce -1.8% |
| IE Ivanhoe Electric Inc. / US | 8.18% | 3,048,474 | $36.0M | Reduce -19.4% |
| AR Antero Resources Corp. | 8.14% | 844,266 | $35.8M | Reduce -2.9% |
| WFG West Fraser Timber Co. Ltd. | 5.40% | 261,199 | $23.8M | New |
| WMB Williams Cos Inc. | 3.73% | 225,779 | $16.4M | Reduce -1.2% |
| NRGV Energy Vault Holdings Inc. | 3.33% | 4,445,017 | $14.7M | Reduce -10.0% |
| CCJ Cameco Corp. | 2.50% | 72,835 | $11.0M | Reduce -27.2% |
| NTR Nutrien Ltd. | 2.30% | 133,973 | $10.1M | Reduce -21.9% |
| CEG Constellation Energy | 2.05% | 32,360 | $9.0M | Add +47.1% |
| MTAL.U Metals Acquisition Corp. II | 2.01% | 875,000 | $8.8M | New |
| MTRN Materion Corp. | 1.39% | 42,322 | $6.1M | No change |
| HUBB Hubbell Inc. | 1.33% | 11,960 | $5.9M | Reduce -0.4% |
| MLM Martin Marietta Materials | 1.02% | 7,620 | $4.5M | No change |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.85% | 46,427 | $3.8M | Reduce -33.4% |
Portfolio Sells Q4 2025 → Q1 2026
| IE Ivanhoe Electric Inc. / US | Reduce -19.4% | 8.18% | −6.83 |
| NRGV Energy Vault Holdings Inc. | Reduce -10.0% | 3.33% | −2.32 |
| CMP Compass Minerals Internation | Reduce -10.9% | 25.59% | −0.83 |
| CCJ Cameco Corp. | Reduce -27.2% | 2.50% | −0.63 |
| SQM Quimica Y Minera Chil-SP ADR | Reduce -33.4% | 0.85% | −0.34 |
| NTR Nutrien Ltd. | Reduce -21.9% | 2.30% | −0.34 |
| HUBB Hubbell Inc. | Reduce -0.4% | 1.33% | +0.01 |
| WMB Williams Cos Inc. | Reduce -1.2% | 3.73% | +0.32 |
| EPD Enterprise Products Partners | Reduce -1.8% | 9.71% | +0.55 |
| AR Antero Resources Corp. | Reduce -2.9% | 8.14% | +0.70 |
| RRC Range Resources Corp. | Reduce -6.0% | 10.08% | +0.93 |
Portfolio Buys Q4 2025 → Q1 2026
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 |