SailingStone Capital Partners LLC Long-Term Concentrated

CIK: 0001608904 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $381,913 (100.0% shares, 0.0% debt)

Holdings (16)

CMP COMPASS MINERALS INTL INC 25.7%

Value ($000) $98,018 Shares 5,105,110 Est. Cost $13.22 Unrealized +50.3%

IE IVANHOE ELECTRIC INC 17.0%

Value ($000) $64,976 Shares 5,177,383 Est. Cost $9.80 Unrealized +0.9%

RRC RANGE RES CORP 9.5%

Value ($000) $36,110 Shares 959,340 Est. Cost $31.97 Unrealized +11.7%

LIN LINDE PLC 8.9%

Value ($000) $34,110 Shares 71,816 Est. Cost $368.78 Unrealized +27.6%

EPD ENTERPRISE PRODS PARTNERS L 7.9%

Value ($000) $30,309 Shares 969,275 Est. Cost $28.14 Unrealized —

NRGV ENERGY VAULT HOLDINGS INC 5.4%

Value ($000) $20,635 Shares 6,947,922 Est. Cost $5.17 Unrealized -68.2%

CCJ CAMECO CORP 5.0%

Value ($000) $19,017 Shares 162,819 Est. Cost $29.69 Unrealized +160.6%

AR ANTERO RESOURCES CORP 4.8%

Value ($000) $18,228 Shares 543,158 Est. Cost $28.89 Unrealized +15.4%

— MAC COPPER LIMITED 3.8%

Value ($000) $14,670 Shares 1,201,437 Est. Cost $10.79 Unrealized —

WMB WILLIAMS COS INC 3.3%

Value ($000) $12,526 Shares 197,734 Est. Cost $37.71 Unrealized +53.3%

CEG CONSTELLATION ENERGY CORP 2.1%

Value ($000) $8,191 Shares 24,890 Est. Cost $263.84 Unrealized +22.1%

MTRN MATERION CORP 1.7%

Value ($000) $6,345 Shares 52,522 Est. Cost $78.87 Unrealized +33.1%

SQM SOCIEDAD QUIMICA Y MINERA DE 1.4%

Value ($000) $5,393 Shares 125,473 Est. Cost $37.35 Unrealized —

MLM MARTIN MARIETTA MATLS INC 1.3%

Value ($000) $4,803 Shares 7,620 Est. Cost $526.61 Unrealized +12.9%

HUBB HUBBELL INC 1.2%

Value ($000) $4,514 Shares 10,490 Est. Cost $367.61 Unrealized +16.5%

NTR NUTRIEN LTD 1.1%

Value ($000) $4,068 Shares 69,282 Est. Cost $55.04 Unrealized +5.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CMP	COMPASS MINERALS INTL INC	5,105,110	$98,018	25.7%	$13.22	+50.3%	COM	20451N101
IE	IVANHOE ELECTRIC INC	5,177,383	$64,976	17.0%	$9.80	+0.9%	COM	46578C108
RRC	RANGE RES CORP	959,340	$36,110	9.5%	$31.97	+11.7%	COM	75281A109
LIN	LINDE PLC	71,816	$34,110	8.9%	$368.78	+27.6%	SHS	G54950103
EPD	ENTERPRISE PRODS PARTNERS L	969,275	$30,309	7.9%	$28.14	—	COM	293792107
NRGV	ENERGY VAULT HOLDINGS INC	6,947,922	$20,635	5.4%	$5.17	-68.2%	COM	29280W109
CCJ	CAMECO CORP	162,819	$19,017	5.0%	$29.69	+160.6%	COM	13321L108
AR	ANTERO RESOURCES CORP	543,158	$18,228	4.8%	$28.89	+15.4%	COM	03674X106
—	MAC COPPER LIMITED	1,201,437	$14,670	3.8%	$10.79	—	ORD SHS	G60409110
WMB	WILLIAMS COS INC	197,734	$12,526	3.3%	$37.71	+53.3%	COM	969457100
CEG	CONSTELLATION ENERGY CORP	24,890	$8,191	2.1%	$263.84	+22.1%	COM	21037T109
MTRN	MATERION CORP	52,522	$6,345	1.7%	$78.87	+33.1%	COM	576690101
SQM	SOCIEDAD QUIMICA Y MINERA DE	125,473	$5,393	1.4%	$37.35	—	SPON ADR SER B	833635105
MLM	MARTIN MARIETTA MATLS INC	7,620	$4,803	1.3%	$526.61	+12.9%	COM	573284106
HUBB	HUBBELL INC	10,490	$4,514	1.2%	$367.61	+16.5%	COM	443510607
NTR	NUTRIEN LTD	69,282	$4,068	1.1%	$55.04	+5.9%	COM	67077M108