SailingStone Capital Partners LLC
SailingStone Capital Partners LLC reported 19 US-listed holdings worth $534.3 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Compass Minerals Intl Inc. (19.5%), Range Resources Corp. (10.5%) and Linde plc (9.5%). Against the quarter before, it opened 4 positions, added to 11, trimmed 4 and sold out of 2.
The 14 largest of its 19 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +88.7% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 4
- Mosaic Co. MOS$25.2 million
- Murphy Oil Corp. MUR$15.9 million
- Metals Acquisition Corp Ii Ord Cl A MTAL$8.9 million
- Metals Acquisition Corp Ii W Exp 06/30/203 MTALWS$344,401
Added to 11
- Range Resources Corp. RRC+522,319 shares · +53%
- Antero Resources Corp. AR+525,037 shares · +62%
- West Fraser Timber Co. Ltd WFG+150,978 shares · +58%
- Ivanhoe Electric Inc. IE+1.1 million shares · +38%
- Nutrien Ltd. NTR+154,377 shares · +115%
- Martin Marietta Materials Inc. MLM+15,527 shares · +204%
- Hubbell Inc. HUBB+15,368 shares · +128%
- Constellation Energy Corp. CEG+6,435 shares · +20%
and 3 more in the table below
Trimmed 4
- Compass Minerals Intl Inc. CMP-1.5 million shares · -31%
- Linde plc LIN-12,474 shares · -11%
- Sociedad Quimica Y Minera De SQM-42,682 shares · -92%
- Williams Companies, Inc. WMB-9,865 shares · -4%
Sold out of 2
- Metals Acquisition Corp. II MTALU$8.8 million last quarter
- Materion Corp. MTRN$6.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Compass Minerals Intl Inc. CMP | 3.4M | $104.3 million | 19.53% | -1.5M |
| Range Resources Corp. RRC | 1.5M | $55.9 million | 10.47% | +522.3K |
| Linde plc LIN | 97.5K | $50.6 million | 9.47% | -12.5K |
| Antero Resources Corp. AR | 1.4M | $48.1 million | 9.01% | +525.0K |
| Enterprise Products Partners L.P. EPD | 1.1M | $41.8 million | 7.82% | +6.0K |
| Ivanhoe Electric Inc. IE | 4.2M | $40.3 million | 7.55% | +1.1M |
| West Fraser Timber Co. Ltd WFG | 412.2K | $39.6 million | 7.41% | +151.0K |
| Mosaic Co. MOS | 1.2M | $25.2 million | 4.71% | new |
| Energy Vault Holdings Inc. NRGV | 4.5M | $21.0 million | 3.94% | +24.1K |
| Nutrien Ltd. NTR | 288.4K | $18.2 million | 3.40% | +154.4K |
| Williams Companies, Inc. WMB | 215.9K | $16.1 million | 3.00% | -9.9K |
| Murphy Oil Corp. MUR | 486.9K | $15.9 million | 2.97% | new |
| Hubbell Inc. HUBB | 27.3K | $14.3 million | 2.68% | +15.4K |
| Martin Marietta Materials Inc. MLM | 23.1K | $13.3 million | 2.50% | +15.5K |
| Cameco Corp. CCJ | 73.2K | $10.6 million | 1.98% | +392 |
| Constellation Energy Corp. CEG | 38.8K | $9.6 million | 1.80% | +6.4K |
| Metals Acquisition Corp Ii Ord Cl A MTAL | 879.7K | $8.9 million | 1.67% | new |
| Metals Acquisition Corp Ii W Exp 06/30/203 MTALWS | 313.1K | $344,401 | 0.06% | new |
| Sociedad Quimica Y Minera De SQM | 3.7K | $277,280 | 0.05% | -42.7K |