SailingStone Capital Partners LLC
An institutional investment manager in Houston, TX. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1608904.
- Reported value$534.3m
- Positions19
Holdings: 19 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Compass Minerals International IncCMP | COM | 20451N101 | 104 | 19.5% | 3,351,366 | Reduced−1,474,245 | |
| Range Res CorpRRC | COM | 75281A109 | 55.9 | 10.5% | 1,504,350 | Added+522,319 | |
| Linde plc | SHS | G54950103 | 50.6 | 9.5% | 97,484 | Reduced−12,474 | |
| Antero Resources CorpAR | COM | 03674X106 | 48.1 | 9.0% | 1,369,303 | Added+525,037 | |
| Enterprise Prods Partners LEPD | COM | 293792107 | 41.8 | 7.8% | 1,135,960 | Added+6,006 | |
| Ivanhoe Electric IncIE | COM | 46578C108 | 40.3 | 7.5% | 4,195,373 | Added+1,146,899 | |
| West Fraser Timber Co LtdWFG | COM | 952845105 | 39.6 | 7.4% | 412,177 | Added+150,978 | |
| Mosaic CoMOS | COM | 61945C103 | 25.2 | 4.7% | 1,187,332 | New+1,187,332 | |
| Energy Vault Holdings IncNRGV | COM | 29280W109 | 21.0 | 3.9% | 4,469,075 | Added+24,058 | |
| Nutrien LtdNTR | COM | 67077M108 | 18.2 | 3.4% | 288,350 | Added+154,377 | |
| Williams Cos IncWMB | COM | 969457100 | 16.1 | 3.0% | 215,914 | Reduced−9,865 | |
| Murphy Oil CorpMUR | COM | 626717102 | 15.9 | 3.0% | 486,854 | New+486,854 | |
| Hubbell IncHUBB | COM | 443510607 | 14.3 | 2.7% | 27,328 | Added+15,368 | |
| Martin Marietta Matls IncMLM | COM | 573284106 | 13.3 | 2.5% | 23,147 | Added+15,527 | |
| Cameco CorpCCJ | COM | 13321L108 | 10.6 | 2.0% | 73,227 | Added+392 | |
| Constellation Energy CorpCEG | COM | 21037T109 | 9.6 | 1.8% | 38,795 | Added+6,435 | |
| Metals Acquisition Corp II | ORD CL A | G60420109 | 8.9 | 1.7% | 879,729 | New+879,729 | |
| Metals Acquisition Corp II | *W EXP 06/30/203 | G60420117 | 0.3 | <0.1% | 313,092 | New+313,092 | |
| Sociedad Quimica Y Minera deSQM | SPON ADR SER B | 833635105 | 0.3 | <0.1% | 3,745 | Reduced−42,682 |
Sold out: 2 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Materion CorpMTRN | COM | 576690101 | 0.0 | 0.0% | 0 | Sold out−42,322 | |
| Metals Acquisition Corp II | UNIT 99/99/9999 | G60420125 | 0.0 | 0.0% | 0 | Sold out−875,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001420506-26-001664 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.