SailingStone Capital Partners LLC Long-Term Concentrated

Name: SailingStone Capital Partners LLC Q2 2026 13F Filing | 13F Explorer
Creator: SailingStone Capital Partners LLC
Published: 2026-08-14

Location: Houston, TX

CIK: 0001608904 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $534M (100.0% shares, 0.0% debt)

Holdings (19)

New Positions (4)

MOS MOSAIC CO 4.7%

Value $25.16M Shares 1,187,332 Est. Cost — Unrealized —

MUR MURPHY OIL CORP 3.0%

Value $15.85M Shares 486,854 Est. Cost — Unrealized —

MTAL METALS ACQUISITION CORP II 1.7%

Value $8.929M Shares 879,729 Est. Cost — Unrealized —

MTAL/WS METALS ACQUISITION CORP II 0.1%

Value $344K Shares 313,092 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MOS	MOSAIC CO	1,187,332	$25.16M	4.7%	—	—	COM	61945C103
MUR	MURPHY OIL CORP	486,854	$15.85M	3.0%	—	—	COM	626717102
MTAL	METALS ACQUISITION CORP II	879,729	$8.929M	1.7%	—	—	ORD CL A	G60420109
MTAL/WS	METALS ACQUISITION CORP II	313,092	$344K	0.1%	—	—	*W EXP 06/30/203	G60420117

Increased Positions (8)

WFG WEST FRASER TIMBER CO LTD 7.4%

Value $39.57M (+66.4%) Shares 412,177 (+57.8%) Est. Cost — Unrealized —

AR ANTERO RESOURCES CORP 9.0%

Value $48.12M (+34.3%) Shares 1,369,303 (+62.2%) Est. Cost — Unrealized —

RRC RANGE RES CORP 10.5%

Value $55.95M (+26.1%) Shares 1,504,350 (+53.2%) Est. Cost — Unrealized —

MLM MARTIN MARIETTA MATLS INC 2.5%

Value $13.35M (+197.6%) Shares 23,147 (+203.8%) Est. Cost — Unrealized —

HUBB HUBBELL INC 2.7%

Value $14.3M (+143.6%) Shares 27,328 (+128.5%) Est. Cost — Unrealized —

NTR NUTRIEN LTD 3.4%

Value $18.15M (+79.5%) Shares 288,350 (+115.2%) Est. Cost — Unrealized —

IE IVANHOE ELECTRIC INC 7.5%

Value $40.32M (+11.9%) Shares 4,195,373 (+37.6%) Est. Cost — Unrealized —

CEG CONSTELLATION ENERGY CORP 1.8%

Value $9.636M (+6.6%) Shares 38,795 (+19.9%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WFG	WEST FRASER TIMBER CO LTD	412,177 (+57.8%)	$39.57M (+66.4%)	7.4%	—	—	COM	952845105
AR	ANTERO RESOURCES CORP	1,369,303 (+62.2%)	$48.12M (+34.3%)	9.0%	—	—	COM	03674X106
RRC	RANGE RES CORP	1,504,350 (+53.2%)	$55.95M (+26.1%)	10.5%	—	—	COM	75281A109
MLM	MARTIN MARIETTA MATLS INC	23,147 (+203.8%)	$13.35M (+197.6%)	2.5%	—	—	COM	573284106
HUBB	HUBBELL INC	27,328 (+128.5%)	$14.3M (+143.6%)	2.7%	—	—	COM	443510607
NTR	NUTRIEN LTD	288,350 (+115.2%)	$18.15M (+79.5%)	3.4%	—	—	COM	67077M108
IE	IVANHOE ELECTRIC INC	4,195,373 (+37.6%)	$40.32M (+11.9%)	7.5%	—	—	COM	46578C108
CEG	CONSTELLATION ENERGY CORP	38,795 (+19.9%)	$9.636M (+6.6%)	1.8%	—	—	COM	21037T109

Exited Positions (2)

MTAL/U METALS ACQUISITION CORP II 1.7%

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

MTRN MATERION CORP 1.1%

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

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MTAL/U	METALS ACQUISITION CORP II	875,000	$8.829M	1.7%	—	—	—	G60420125
MTRN	MATERION CORP	42,322	$6.122M	1.1%	—	—	—	576690101

Decreased Positions (4)

CMP COMPASS MINERALS INTL INC 19.5%

Value $104M (-7.4%) Shares 3,351,366 (-30.6%) Est. Cost — Unrealized —

LIN LINDE PLC 9.5%

Value $50.59M (-7.2%) Shares 97,484 (-11.3%) Est. Cost — Unrealized —

SQM SOCIEDAD QUIMICA Y MINERA DE 0.1%

Value $277K (-92.6%) Shares 3,745 (-91.9%) Est. Cost — Unrealized —

WMB WILLIAMS COS INC 3.0%

Value $16.05M (-2.3%) Shares 215,914 (-4.4%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CMP	COMPASS MINERALS INTL INC	3,351,366 (-30.6%)	$104M (-7.4%)	19.5%	—	—	COM	20451N101
LIN	LINDE PLC	97,484 (-11.3%)	$50.59M (-7.2%)	9.5%	—	—	SHS	G54950103
SQM	SOCIEDAD QUIMICA Y MINERA DE	3,745 (-91.9%)	$277K (-92.6%)	0.1%	—	—	SPON ADR SER B	833635105
WMB	WILLIAMS COS INC	215,914 (-4.4%)	$16.05M (-2.3%)	3.0%	—	—	COM	969457100

Unchanged Positions (3)

NRGV ENERGY VAULT HOLDINGS INC 3.9%

Value $21.05M Shares 4,469,075 Est. Cost — Unrealized —

EPD ENTERPRISE PRODS PARTNERS L 7.8%

Value $41.76M Shares 1,135,960 Est. Cost — Unrealized —

CCJ CAMECO CORP 2.0%

Value $10.58M Shares 73,227 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NRGV	ENERGY VAULT HOLDINGS INC	4,469,075	$21.05M	3.9%	—	—	COM	29280W109
EPD	ENTERPRISE PRODS PARTNERS L	1,135,960	$41.76M	7.8%	—	—	COM	293792107
CCJ	CAMECO CORP	73,227	$10.58M	2.0%	—	—	COM	13321L108