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)

Filing Date: May 15, 2026

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

Holdings (17)

New Positions (2)

WFG WEST FRASER TIMBER LTD 5.4%

Value $23.78M Shares 261,199 Est. Cost — Unrealized —

MTAL/U METALS ACQUISITION CORP II 2.0%

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

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WFG	WEST FRASER TIMBER LTD	261,199	$23.78M	5.4%	—	—	COM	952845105
MTAL/U	METALS ACQUISITION CORP II	875,000	$8.829M	2.0%	—	—	UNIT 99/99/9999	G60420125

Increased Positions (2)

LIN LINDE PLC 12.4%

Value $54.51M (+22.6%) Shares 109,958 (+5.5%) Est. Cost — Unrealized —

CEG CONSTELLATION ENERGY CORP 2.1%

Value $9.037M (+16.3%) Shares 32,360 (+47.1%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LIN	LINDE PLC	109,958 (+5.5%)	$54.51M (+22.6%)	12.4%	—	—	SHS	G54950103
CEG	CONSTELLATION ENERGY CORP	32,360 (+47.1%)	$9.037M (+16.3%)	2.1%	—	—	COM	21037T109

Decreased Positions (10)

IE VANHOE ELECTRIC INC 8.2%

Value $36.03M (-40.4%) Shares 3,048,474 (-19.4%) Est. Cost — Unrealized —

NRGV ENERGY VAULT HOLDINGS INC 3.3%

Value $14.67M (-35.6%) Shares 4,445,017 (-10.0%) Est. Cost — Unrealized —

RRC RANGE RES CORP 10.1%

Value $44.37M (+20.5%) Shares 982,031 (-6.0%) Est. Cost — Unrealized —

CMP COMPASS MINERALS INTL INC 25.6%

Value $113M (+6.0%) Shares 4,825,611 (-10.9%) Est. Cost — Unrealized —

AR ANTERO RESOURCES CORP 8.1%

Value $35.83M (+19.6%) Shares 844,266 (-2.9%) Est. Cost — Unrealized —

EPD ENTERPRISE PRODS PARTNERS L 9.7%

Value $42.76M (+15.9%) Shares 1,129,954 (-1.8%) Est. Cost — Unrealized —

WMB ILLIAMS COS INC 3.7%

Value $16.43M (+19.6%) Shares 225,779 (-1.2%) Est. Cost — Unrealized —

CCJ CAMECO CORP 2.5%

Value $11M (-12.5%) Shares 72,835 (-27.2%) Est. Cost — Unrealized —

SQM SOCIEDAD QUIMICA Y MINERA DE 0.9%

Value $3.758M (-21.7%) Shares 46,427 (-33.4%) Est. Cost — Unrealized —

NTR NUTRIEN LTD 2.3%

Value $10.11M (-4.6%) Shares 133,973 (-21.9%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IE	VANHOE ELECTRIC INC	3,048,474 (-19.4%)	$36.03M (-40.4%)	8.2%	—	—	COM	46578C108
NRGV	ENERGY VAULT HOLDINGS INC	4,445,017 (-10.0%)	$14.67M (-35.6%)	3.3%	—	—	COM	29280W109
RRC	RANGE RES CORP	982,031 (-6.0%)	$44.37M (+20.5%)	10.1%	—	—	COM	75281A109
CMP	COMPASS MINERALS INTL INC	4,825,611 (-10.9%)	$113M (+6.0%)	25.6%	—	—	COM	20451N101
AR	ANTERO RESOURCES CORP	844,266 (-2.9%)	$35.83M (+19.6%)	8.1%	—	—	COM	03674X106
EPD	ENTERPRISE PRODS PARTNERS L	1,129,954 (-1.8%)	$42.76M (+15.9%)	9.7%	—	—	COM	293792107
WMB	ILLIAMS COS INC	225,779 (-1.2%)	$16.43M (+19.6%)	3.7%	—	—	COM	969457100
CCJ	CAMECO CORP	72,835 (-27.2%)	$11M (-12.5%)	2.5%	—	—	COM	13321L108
SQM	SOCIEDAD QUIMICA Y MINERA DE	46,427 (-33.4%)	$3.758M (-21.7%)	0.9%	—	—	SPON ADR SER B	833635105
NTR	NUTRIEN LTD	133,973 (-21.9%)	$10.11M (-4.6%)	2.3%	—	—	COM	67077M108

Unchanged Positions (3)

MTRN MATERION CORP 1.4%

Value $6.122M Shares 42,322 Est. Cost — Unrealized —

HUBB HUBBELL INC 1.3%

Value $5.869M Shares 11,960 Est. Cost — Unrealized —

MLM MARTIN MARIETTA MATLS INC 1.0%

Value $4.486M Shares 7,620 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MTRN	MATERION CORP	42,322	$6.122M	1.4%	—	—	COM	576690101
HUBB	HUBBELL INC	11,960	$5.869M	1.3%	—	—	COM	443510607
MLM	MARTIN MARIETTA MATLS INC	7,620	$4.486M	1.0%	—	—	COM	573284106