SailingStone Capital Partners LLC
CIK 1608904 · View on SEC EDGAR ↗
- Portfolio value
- $534.3M
- Positions
- 19
- As of
- June 30, 2026
#3,616 of 9,443 by 13F value · top 38.3%
Portfolio value QoQ: +21.4% 13F does not disclose cash
- Top 10 holdings weight
- 83.28%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 17
- Effective number of positions
- 10.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 12.8% Est. buys $142,379,089 · sells $62,381,923
Median holding: 5.5 quarters Tracked Q4 2024–Q2 2026 · 86.4% still held
- New positions
- 4
- Increased
- 11
- Decreased
- 4
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Materials
37.2%
Energy
35.2%
Industrials
9.1%
Paper & Forest
7.4%
Utilities
1.8%
Other/Unmapped
9.3%
Full portfolio 19 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| CMP Compass Minerals Intl Inc Common Stock | $104,328,024 | 19.53% | 3,351,366 | $-8,349,993 | Down ×2 | ||
| RRC Range Resources Corporation Common Stock | $55,946,777 | 10.47% | 1,504,350 | $11,578,616 | Up ×1 | ||
| LIN Linde plc - Ordinary Shares | $50,588,347 | 9.47% | 97,484 | $-3,924,431 | Down ×1 | ||
| AR Antero Resources Corporation Common Stock | $48,117,307 | 9.01% | 1,369,303 | $12,286,658 | Up ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $41,757,890 | 7.82% | 1,135,960 | $-999,569 | Up ×1 | ||
| IE | $40,317,535 | 7.55% | 4,195,373 | $4,284,572 | Up ×1 | ||
| WFG West Fraser Timber Co. Ltd Common stock | $39,573,114 | 7.41% | 412,177 | $15,790,945 | Up ×1 | ||
| MOS Mosaic Company (The) Common Stock | $25,159,565 | 4.71% | 1,187,332 | Up ×1 | |||
| NRGV Energy Vault Holdings, Inc. Common Stock | $21,049,343 | 3.94% | 4,469,075 | $6,380,787 | Up ×1 | ||
| NTR Nutrien Ltd. Common Shares | $18,151,633 | 3.40% | 288,350 | $8,042,030 | Up ×1 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $16,051,047 | 3.00% | 215,914 | $-381,149 | Down ×2 | ||
| MUR Murphy Oil Corporation Common Stock | $15,851,966 | 2.97% | 486,854 | Up ×1 | |||
| HUBB Hubbell Inc Common Stock | $14,298,010 | 2.68% | 27,328 | $8,428,760 | Up ×1 | ||
| MLM Martin Marietta Materials, Inc. Common Stock | $13,348,875 | 2.50% | 23,147 | $8,863,133 | Up ×1 | ||
| CCJ Cameco Corporation Common Stock | $10,576,908 | 1.98% | 73,227 | $-419,720 | Up ×1 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $9,635,514 | 1.80% | 38,795 | $598,984 | Up ×2 | ||
| Unknown issuer (CUSIP: G60420109) | $8,929,249 | 1.67% | 879,729 | Up ×1 | |||
| Unknown issuer (CUSIP: G60420117) | $344,401 | 0.06% | 313,092 | Up ×1 | |||
| SQM Sociedad Quimica y Minera S.A. Common Stock | $277,280 | 0.05% | 3,745 | $-3,480,521 | Down ×4 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| WFG | Bought more | +151K | +$15.8M |
| AR | Bought more | +525K | +$12.3M |
| RRC | Bought more | +522K | +$11.6M |
| MLM | Bought more | +16K | +$8.9M |
| HUBB | Bought more | +15K | +$8.4M |
| CMP | Trimmed | -1.5M | -$8.3M |
| NTR | Bought more | +154K | +$8.0M |
| NRGV | Bought more | +24K | +$6.4M |
| IE | Bought more | +1.1M | +$4.3M |
| LIN | Trimmed | -12K | -$3.9M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.