SailingStone Capital Partners LLC Long-Term Concentrated

Name: SailingStone Capital Partners LLC Q4 2025 13F Filing | 13F Explorer
Creator: SailingStone Capital Partners LLC
Published: 2026-02-17

Location: Houston, TX

CIK: 0001608904 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $402M (100.0% shares, 0.0% debt)

Holdings (15)

CMP COMPASS MINERALS INTL INC 26.4%

Value $106M Shares 5,414,067 Est. Cost $13.52 Unrealized +36.8%

IE IVANHOE ELECTRIC INC 15.0%

Value $60.43M Shares 3,781,417 Est. Cost $9.80 Unrealized +46.1%

LIN LINDE PLC 11.0%

Value $44.45M Shares 104,245 Est. Cost $386.98 Unrealized +10.4%

EPD ENTERPRISE PRODS PARTNERS L 9.2%

Value $36.89M Shares 1,150,631 Est. Cost $28.76 Unrealized —

RRC RANGE RES CORP 9.2%

Value $36.83M Shares 1,044,665 Est. Cost $32.40 Unrealized +15.0%

AR ANTERO RESOURCES CORP 7.4%

Value $29.95M Shares 869,229 Est. Cost $30.75 Unrealized +10.1%

NRGV ENERGY VAULT HOLDINGS INC 5.7%

Value $22.76M Shares 4,938,000 Est. Cost $5.17 Unrealized -26.0%

WMB WILLIAMS COS INC 3.4%

Value $13.74M Shares 228,624 Est. Cost $40.73 Unrealized +47.5%

CCJ CAMECO CORP 3.1%

Value $12.57M Shares 100,025 Est. Cost $29.69 Unrealized +202.9%

NTR NUTRIEN LTD 2.6%

Value $10.59M Shares 171,619 Est. Cost $57.31 Unrealized +2.7%

CEG CONSTELLATION ENERGY CORP 1.9%

Value $7.772M Shares 22,000 Est. Cost $263.84 Unrealized +37.7%

HUBB HUBBELL INC 1.3%

Value $5.334M Shares 12,010 Est. Cost $376.42 Unrealized +16.2%

MTRN MATERION CORP 1.3%

Value $5.261M Shares 42,322 Est. Cost $78.87 Unrealized +56.3%

SQM SOCIEDAD QUIMICA Y MINERA DE 1.2%

Value $4.796M Shares 69,715 Est. Cost $37.35 Unrealized —

MLM MARTIN MARIETTA MATLS INC 1.2%

Value $4.745M Shares 7,620 Est. Cost $526.61 Unrealized +18.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CMP	COMPASS MINERALS INTL INC	5,414,067	$106M	26.4%	$13.52	+36.8%	COM	20451N101
IE	IVANHOE ELECTRIC INC	3,781,417	$60.43M	15.0%	$9.80	+46.1%	COM	46578C108
LIN	LINDE PLC	104,245	$44.45M	11.0%	$386.98	+10.4%	SHS	G54950103
EPD	ENTERPRISE PRODS PARTNERS L	1,150,631	$36.89M	9.2%	$28.76	—	COM	293792107
RRC	RANGE RES CORP	1,044,665	$36.83M	9.2%	$32.40	+15.0%	COM	75281A109
AR	ANTERO RESOURCES CORP	869,229	$29.95M	7.4%	$30.75	+10.1%	COM	03674X106
NRGV	ENERGY VAULT HOLDINGS INC	4,938,000	$22.76M	5.7%	$5.17	-26.0%	COM	29280W109
WMB	WILLIAMS COS INC	228,624	$13.74M	3.4%	$40.73	+47.5%	COM	969457100
CCJ	CAMECO CORP	100,025	$12.57M	3.1%	$29.69	+202.9%	COM	13321L108
NTR	NUTRIEN LTD	171,619	$10.59M	2.6%	$57.31	+2.7%	COM	67077M108
CEG	CONSTELLATION ENERGY CORP	22,000	$7.772M	1.9%	$263.84	+37.7%	COM	21037T109
HUBB	HUBBELL INC	12,010	$5.334M	1.3%	$376.42	+16.2%	COM	443510607
MTRN	MATERION CORP	42,322	$5.261M	1.3%	$78.87	+56.3%	COM	576690101
SQM	SOCIEDAD QUIMICA Y MINERA DE	69,715	$4.796M	1.2%	$37.35	—	SPON ADR SER B	833635105
MLM	MARTIN MARIETTA MATLS INC	7,620	$4.745M	1.2%	$526.61	+18.0%	COM	573284106