Sailingstone Capital Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Sailingstone Capital Partners Llc disclosed 19 stock positions valued at approximately $534.30M as of quarter-end June 30, 2026. The largest holdings include COMPASS MINERALS INTL INC, RANGE RES CORP, and LINDE PLC.
- Report Period
- June 30, 2026
- No. of Stocks
- 19
- Portfolio Value
- $534.30M
Holdings by Sector
Sailingstone Capital Partners Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COMPASS MINERALS INTL INC | CMP | Basic Materials | 19.53% | 3,351,366 | -1,474,245 | -30.55% | $104,328,024 |
| RANGE RES CORP | RRC | Energy | 10.47% | 1,504,350 | +522,319 | +53.19% | $55,946,777 |
| LINDE PLC | LIN | Other | 9.47% | 97,484 | -12,474 | -11.34% | $50,588,347 |
| ANTERO RESOURCES CORP | AR | Energy | 9.01% | 1,369,303 | +525,037 | +62.19% | $48,117,307 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 7.82% | 1,135,960 | +6,006 | +0.53% | $41,757,890 |
| IVANHOE ELECTRIC INC | IE | Basic Materials | 7.55% | 4,195,373 | +1,146,899 | +37.62% | $40,317,535 |
| WEST FRASER TIMBER CO LTD | WFG | Basic Materials | 7.41% | 412,177 | +150,978 | +57.80% | $39,573,114 |
| MOSAIC CO | MOS | Basic Materials | 4.71% | 1,187,332 | +1,187,332 | +100.00% | $25,159,565 |
| ENERGY VAULT HOLDINGS INC | NRGV | Utilities | 3.94% | 4,469,075 | +24,058 | +0.54% | $21,049,343 |
| NUTRIEN LTD | NTR | Basic Materials | 3.40% | 288,350 | +154,377 | +115.23% | $18,151,633 |
| WILLIAMS COS INC | WMB | Energy | 3.00% | 215,914 | -9,865 | -4.37% | $16,051,047 |
| MURPHY OIL CORP | MUR | Energy | 2.97% | 486,854 | +486,854 | +100.00% | $15,851,966 |
| HUBBELL INC | HUBB | Industrials | 2.68% | 27,328 | +15,368 | +128.49% | $14,298,010 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 2.50% | 23,147 | +15,527 | +203.77% | $13,348,875 |
| CAMECO CORP | CCJ | Energy | 1.98% | 73,227 | +392 | +0.54% | $10,576,908 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 1.80% | 38,795 | +6,435 | +19.89% | $9,635,514 |
| SOCIEDAD QUIMICA Y MINERA DE | SQM | Basic Materials | 0.05% | 3,745 | -42,682 | -91.93% | $277,280 |
Showing 17 of 17 holdings in the latest reporting period.