Sailingstone Capital Partners Llc Portfolio Stock Holdings
Sailingstone Capital Partners Llc disclosed 17 stock positions valued at approximately $440.3 million in its latest SEC 13F filing. The largest holdings include COMPASS MINERALS INTL INC, LINDE PLC, and RANGE RES CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 17
- Portfolio Value
- $440.3M
Holdings by Sector
Sailingstone Capital Partners Llc Portfolio Holdings in Q1 2026
16 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COMPASS MINERALS INTL INC | CMP | Basic Materials | 25.59% | 4,825,611 | -588,456 | -10.87% | $112,678,017 |
| LINDE PLC | LIN | Other | 12.38% | 109,958 | +5,713 | +5.48% | $54,512,778 |
| RANGE RES CORP | RRC | Energy | 10.08% | 982,031 | -62,634 | -6.00% | $44,368,161 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 9.71% | 1,129,954 | -20,677 | -1.80% | $42,757,459 |
| VANHOE ELECTRIC INC | IE | Basic Materials | 8.18% | 3,048,474 | -732,943 | -19.38% | $36,032,963 |
| ANTERO RESOURCES CORP | AR | Energy | 8.14% | 844,266 | -24,963 | -2.87% | $35,830,649 |
| WEST FRASER TIMBER LTD | WFG | Basic Materials | 5.40% | 261,199 | +261,199 | +100.00% | $23,782,169 |
| ILLIAMS COS INC | WMB | Energy | 3.73% | 225,779 | -2,845 | -1.24% | $16,432,196 |
| ENERGY VAULT HOLDINGS INC | NRGV | Utilities | 3.33% | 4,445,017 | -492,983 | -9.98% | $14,668,556 |
| CAMECO CORP | CCJ | Energy | 2.50% | 72,835 | -27,190 | -27.18% | $10,996,628 |
| NUTRIEN LTD | NTR | Basic Materials | 2.30% | 133,973 | -37,646 | -21.94% | $10,109,603 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 2.05% | 32,360 | +10,360 | +47.09% | $9,036,530 |
| MATERION CORP | MTRN | Basic Materials | 1.39% | 42,322 | - | - | $6,121,877 |
| HUBBELL INC | HUBB | Industrials | 1.33% | 11,960 | -50 | -0.42% | $5,869,250 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 1.02% | 7,620 | - | - | $4,485,742 |
| SOCIEDAD QUIMICA Y MINERA DE | SQM | Basic Materials | 0.85% | 46,427 | -23,288 | -33.40% | $3,757,801 |