# SailingStone Capital Partners LLC: Form 13F holdings

An institutional investment manager in Houston, TX. SEC CIK 1608904.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $534.3m
- Positions: 19 (19 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1608904/000142050626001664/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [COMPASS MINERALS INTL INC (CMP)](/companies/cmp.md) | COM | $104.3m | 19.5% | 3,351,366 |  | Reduced −1,474,245 |
| [RANGE RES CORP (RRC)](/companies/rrc.md) | COM | $55.9m | 10.5% | 1,504,350 |  | Added +522,319 |
| LINDE PLC | SHS | $50.6m | 9.5% | 97,484 |  | Reduced −12,474 |
| [ANTERO RESOURCES CORP (AR)](/companies/ar.md) | COM | $48.1m | 9.0% | 1,369,303 |  | Added +525,037 |
| [ENTERPRISE PRODS PARTNERS L (EPD)](/companies/epd.md) | COM | $41.8m | 7.8% | 1,135,960 |  | Added +6,006 |
| [IVANHOE ELECTRIC INC (IE)](/companies/ie.md) | COM | $40.3m | 7.5% | 4,195,373 |  | Added +1,146,899 |
| [WEST FRASER TIMBER CO LTD (WFG)](/companies/wfg.md) | COM | $39.6m | 7.4% | 412,177 |  | Added +150,978 |
| [MOSAIC CO (MOS)](/companies/mos.md) | COM | $25.2m | 4.7% | 1,187,332 |  | New +1,187,332 |
| [ENERGY VAULT HOLDINGS INC (NRGV)](/companies/nrgv.md) | COM | $21.0m | 3.9% | 4,469,075 |  | Added +24,058 |
| [NUTRIEN LTD (NTR)](/companies/ntr.md) | COM | $18.2m | 3.4% | 288,350 |  | Added +154,377 |
| [WILLIAMS COS INC (WMB)](/companies/wmb.md) | COM | $16.1m | 3.0% | 215,914 |  | Reduced −9,865 |
| [MURPHY OIL CORP (MUR)](/companies/mur.md) | COM | $15.9m | 3.0% | 486,854 |  | New +486,854 |
| [HUBBELL INC (HUBB)](/companies/hubb.md) | COM | $14.3m | 2.7% | 27,328 |  | Added +15,368 |
| [MARTIN MARIETTA MATLS INC (MLM)](/companies/mlm.md) | COM | $13.3m | 2.5% | 23,147 |  | Added +15,527 |
| [CAMECO CORP (CCJ)](/companies/ccj.md) | COM | $10.6m | 2.0% | 73,227 |  | Added +392 |
| [CONSTELLATION ENERGY CORP (CEG)](/companies/ceg.md) | COM | $9.6m | 1.8% | 38,795 |  | Added +6,435 |
| METALS ACQUISITION CORP II | ORD CL A | $8.9m | 1.7% | 879,729 |  | New +879,729 |
| METALS ACQUISITION CORP II | \*W EXP 06/30/203 | $344.4k | <0.1% | 313,092 |  | New +313,092 |
| [SOCIEDAD QUIMICA Y MINERA DE (SQM)](/companies/sqm.md) | SPON ADR SER B | $277.3k | <0.1% | 3,745 |  | Reduced −42,682 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [MATERION CORP (MTRN)](/companies/mtrn.md) | COM | $0 | 0.0% | 0 |  | Sold out −42,322 |
| METALS ACQUISITION CORP II | UNIT 99/99/9999 | $0 | 0.0% | 0 |  | Sold out −875,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001420506-26-001664. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.