SailingStone Capital Partners LLC Long-Term Concentrated

Name: SailingStone Capital Partners LLC Q1 2026 13F Filing | 13F Explorer
Creator: SailingStone Capital Partners LLC
Published: 2026-05-15

Location: Houston, TX

CIK: 0001608904 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $440M (100.0% shares, 0.0% debt)

Holdings (17)

CMP COMPASS MINERALS INTL INC 25.6%

Value $113M Shares 4,825,611 Est. Cost $13.52 Unrealized +74.8%

LIN LINDE PLC 12.4%

Value $54.51M Shares 109,958 Est. Cost $390.77 Unrealized +17.7%

RRC RANGE RES CORP 10.1%

Value $44.37M Shares 982,031 Est. Cost $32.40 Unrealized +11.6%

EPD ENTERPRISE PRODS PARTNERS L 9.7%

Value $42.76M Shares 1,129,954 Est. Cost $28.76 Unrealized —

IE VANHOE ELECTRIC INC 8.2%

Value $36.03M Shares 3,048,474 Est. Cost $9.80 Unrealized +77.2%

AR ANTERO RESOURCES CORP 8.1%

Value $35.83M Shares 844,266 Est. Cost $30.75 Unrealized +9.9%

WFG WEST FRASER TIMBER LTD 5.4%

Value $23.78M Shares 261,199 Est. Cost $69.34 Unrealized 0.0%

WMB ILLIAMS COS INC 3.7%

Value $16.43M Shares 225,779 Est. Cost $40.73 Unrealized +62.9%

NRGV ENERGY VAULT HOLDINGS INC 3.3%

Value $14.67M Shares 4,445,017 Est. Cost $5.17 Unrealized -11.3%

CCJ CAMECO CORP 2.5%

Value $11M Shares 72,835 Est. Cost $29.69 Unrealized +291.6%

NTR NUTRIEN LTD 2.3%

Value $10.11M Shares 133,973 Est. Cost $57.31 Unrealized +18.8%

CEG CONSTELLATION ENERGY CORP 2.1%

Value $9.037M Shares 32,360 Est. Cost $275.78 Unrealized +9.2%

MTAL/U METALS ACQUISITION CORP II 2.0%

Value $8.829M Shares 875,000 Est. Cost $10.09 Unrealized —

MTRN MATERION CORP 1.4%

Value $6.122M Shares 42,322 Est. Cost $78.87 Unrealized +84.4%

HUBB HUBBELL INC 1.3%

Value $5.869M Shares 11,960 Est. Cost $376.42 Unrealized +31.6%

MLM MARTIN MARIETTA MATLS INC 1.0%

Value $4.486M Shares 7,620 Est. Cost $526.61 Unrealized +25.5%

SQM SOCIEDAD QUIMICA Y MINERA DE 0.9%

Value $3.758M Shares 46,427 Est. Cost $37.35 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CMP	COMPASS MINERALS INTL INC	4,825,611	$113M	25.6%	$13.52	+74.8%	COM	20451N101
LIN	LINDE PLC	109,958	$54.51M	12.4%	$390.77	+17.7%	SHS	G54950103
RRC	RANGE RES CORP	982,031	$44.37M	10.1%	$32.40	+11.6%	COM	75281A109
EPD	ENTERPRISE PRODS PARTNERS L	1,129,954	$42.76M	9.7%	$28.76	—	COM	293792107
IE	VANHOE ELECTRIC INC	3,048,474	$36.03M	8.2%	$9.80	+77.2%	COM	46578C108
AR	ANTERO RESOURCES CORP	844,266	$35.83M	8.1%	$30.75	+9.9%	COM	03674X106
WFG	WEST FRASER TIMBER LTD	261,199	$23.78M	5.4%	$69.34	0.0%	COM	952845105
WMB	ILLIAMS COS INC	225,779	$16.43M	3.7%	$40.73	+62.9%	COM	969457100
NRGV	ENERGY VAULT HOLDINGS INC	4,445,017	$14.67M	3.3%	$5.17	-11.3%	COM	29280W109
CCJ	CAMECO CORP	72,835	$11M	2.5%	$29.69	+291.6%	COM	13321L108
NTR	NUTRIEN LTD	133,973	$10.11M	2.3%	$57.31	+18.8%	COM	67077M108
CEG	CONSTELLATION ENERGY CORP	32,360	$9.037M	2.1%	$275.78	+9.2%	COM	21037T109
MTAL/U	METALS ACQUISITION CORP II	875,000	$8.829M	2.0%	$10.09	—	UNIT 99/99/9999	G60420125
MTRN	MATERION CORP	42,322	$6.122M	1.4%	$78.87	+84.4%	COM	576690101
HUBB	HUBBELL INC	11,960	$5.869M	1.3%	$376.42	+31.6%	COM	443510607
MLM	MARTIN MARIETTA MATLS INC	7,620	$4.486M	1.0%	$526.61	+25.5%	COM	573284106
SQM	SOCIEDAD QUIMICA Y MINERA DE	46,427	$3.758M	0.9%	$37.35	—	SPON ADR SER B	833635105