Sailingstone Capital Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$440.3M
Q ending 2026-03-31
Prior quarter
$402.5M
Q ending 2025-12-31
Change
+9.4% QoQ · +63.4% YoY
Positions
17
reported holdings
Largest positions
All 17 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Compass Minerals Intl Inc | CMP | Shares | $112.7M | 4.8M |
| Linde Plc | Shares | $54.5M | 110K | |
| Range Res Corp | RRC | Shares | $44.4M | 982K |
| Enterprise Prods Partners L | EPD | Shares | $42.8M | 1.1M |
| Vanhoe Electric Inc | IE | Shares | $36.0M | 3.0M |
| Antero Resources Corp | AR | Shares | $35.8M | 844K |
| West Fraser Timber Ltd | WFG | Shares | $23.8M | 261K |
| Illiams Cos Inc | WMB | Shares | $16.4M | 226K |
| Energy Vault Holdings Inc | NRGV | Shares | $14.7M | 4.4M |
| Cameco Corp | CCJ | Shares | $11.0M | 73K |
| Nutrien Ltd | NTR | Shares | $10.1M | 134K |
| Constellation Energy Corp | CEG | Shares | $9.0M | 32K |
| Metals Acquisition Corp Ii | Shares | $8.8M | 875K | |
| Materion Corp | MTRN | Shares | $6.1M | 42K |
| Hubbell Inc | HUBB | Shares | $5.9M | 12K |
| Martin Marietta Matls Inc | MLM | Shares | $4.5M | 8K |
| Sociedad Quimica Y Minera De | SQM | Shares | $3.8M | 46K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.