SailingStone Capital Partners LLC 13F Holdings

CIK 0001608904 · San Francisco, CA

As of Sep 30, 2025, SailingStone Capital Partners LLC reported 16 positions worth $381.9M in its SEC Form 13F filing.

Top 16 holdings

SecurityTickerSectorSharesValue% of portfolio
COMPASS MINERALS INTERNATIONAL INCCMPBasic Materials5,105,110$98.0M25.67%
IVANHOE ELECTRIC INCIEBasic Materials5,177,383$65.0M17.01%
RANGE RESOURCES CORPRRCEnergy959,340$36.1M9.45%
LINDE PLCLINBasic Materials71,816$34.1M8.93%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy969,275$30.3M7.94%
ENERGY VAULT HOLDINGS INCNRGVUtilities6,947,922$20.6M5.40%
CAMECO CORPCCOBasic Materials162,819 9.0M4.98%
ANTERO RESOURCES CORPAREnergy543,158 8.2M4.77%
MAC COPPER LTDMTALBasic Materials1,201,437 4.7M3.84%
WILLIAMS COMPANIES INCWMBEnergy197,734 2.5M3.28%
CONSTELLATION ENERGY CORPCEGUtilities24,890$8.2M2.14%
MATERION CORPMTRNBasic Materials52,522$6.3M1.66%
CHEMICAL & MINING CO OF CHILE INCSQMBasic Materials125,473$5.4M1.41%
MARTIN MARIETTA MATERIALS INCMLMBasic Materials7,620$4.8M1.26%
HUBBELL INCHUBBIndustrials10,490$4.5M1.18%
NUTRIEN LTDNTRBasic Materials69,282$4.1M1.07%