Institutions / SailingStone Capital Partners LLC
SailingStone Capital Partners LLC
CIK 1608904 · Institution · as of Dec 31, 2025
Portfolio value
$402.46M
Positions
15
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Compass Minerals International Inc | $106.33M | 26.4% |
| Ivanhoe Electric IncIE | $60.43M | 15.0% |
| Linde PLC | $44.45M | 11.0% |
| Enterprise Products Partners L.P.EPD | $36.89M | 9.2% |
| Range Resources Corp | $36.83M | 9.2% |
| ANTERO RESOURCES Corp | $29.95M | 7.4% |
| Energy Vault Holdings, Inc.NRGV | $22.76M | 5.7% |
| Williams Cos Inc/The | $13.74M | 3.4% |
| Cameco Corp | $12.57M | 3.1% |
| Nutrien Ltd | $10.59M | 2.6% |
| Constellation Energy Corp | $7.77M | 1.9% |
| Hubbell Inc | $5.33M | 1.3% |
| Materion Corp | $5.26M | 1.3% |
| Sociedad Quimica Y Minera de | $4.80M | 1.2% |
| Martin Marietta Materials Inc | $4.74M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.