Holders — by stockHoldings — by fund
SailingStone Capital Partners LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001608904
$534.3M
disclosed book value
19
positions
19.5%
largest position share
Positions, as of 2026-06-30
top 19 of 19 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CMPCOMPASS MINERALS INTL INC | 3.4M | $104.3M | 19.5% |
| 2 | RRCRANGE RES CORP | 1.5M | $55.9M | 10.5% |
| 3 | LINLINDE PLC | 97,484 | $50.6M | 9.5% |
| 4 | ARANTERO RESOURCES CORP | 1.4M | $48.1M | 9% |
| 5 | EPDENTERPRISE PRODS PARTNERS L | 1.1M | $41.8M | 7.8% |
| 6 | IEIVANHOE ELECTRIC INC | 4.2M | $40.3M | 7.5% |
| 7 | WFGWEST FRASER TIMBER CO LTD | 412,177 | $39.6M | 7.4% |
| 8 | MOSMOSAIC CO | 1.2M | $25.2M | 4.7% |
| 9 | NRGVENERGY VAULT HOLDINGS INC | 4.5M | $21.0M | 3.9% |
| 10 | NTRNUTRIEN LTD | 288,350 | $18.2M | 3.4% |
| 11 | WMBWILLIAMS COS INC | 215,914 | $16.1M | 3% |
| 12 | MURMURPHY OIL CORP | 486,854 | $15.9M | 3% |
| 13 | HUBBHUBBELL INC | 27,328 | $14.3M | 2.7% |
| 14 | MLMMARTIN MARIETTA MATLS INC | 23,147 | $13.3M | 2.5% |
| 15 | CCJCAMECO CORP | 73,227 | $10.6M | 2% |
| 16 | CEGCONSTELLATION ENERGY CORP | 38,795 | $9.6M | 1.8% |
| 17 | MTALMETALS ACQUISITION CORP II | 879,729 | $8.9M | 1.7% |
| 18 | METALS ACQUISITION CORP II | 313,092 | $344,401 | 0.1% |
| 19 | SQMSOCIEDAD QUIMICA Y MINERA DE | 3,745 | $277,280 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.