SailingStone Capital Partners LLC reported 17 positions worth $523.38M for the quarter ended Jun 30, 2026, up 24.5% on the prior quarter. It opened 3 new positions, added to 10, trimmed 4 and exited 1. Its largest holding is Compass Minerals International Inc at 19.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MOS Mosaic Co | +1.19M | – | $25.16M | 4.81% |
| RRC Range Resources Corp | +522.3K | +53.2% | $19.43M | 10.69% |
| AR ANTERO RESOURCES Corp | +525.0K | +62.2% | $18.45M | 9.19% |
| MUR Murphy Oil Corp | +486.9K | – | $15.85M | 3.03% |
| WFG West Fraser Timber Co., Ltd | +151.0K | +57.8% | $14.50M | 7.56% |
| IE Ivanhoe Electric Inc. | +1.15M | +37.6% | $11.02M | 7.7% |
| NTR Nutrien Ltd. | +154.4K | +115.2% | $9.72M | 3.47% |
| MLM Martin Marietta Materials Inc | +15.5K | +203.8% | $8.95M | 2.55% |
| MTAL Metals Acquisition Corp. II | +879.7K | – | $8.93M | 1.71% |
| HUBB Hubbell Inc | +15.4K | +128.5% | $8.04M | 2.73% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CMP Compass Minerals International Inc | -1.47M | -30.6% | $45.89M | 19.93% |
| LIN Linde Plc | -12.5K | -11.3% | $6.47M | 9.67% |
| MTRN MATERION Corp | -42.3K | -100.0% | $6.12M | Exited |
| SQM Chemical & Mining Co Of Chile Inc | -42.7K | -91.9% | $3.16M | 0.053% |
| WMB Williams Companies, Inc. | -9,865 | -4.4% | $733.36K | 3.07% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| MTRN MATERION Corp | -42.3K | $6.12M | 1.46% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CMP Compass Minerals International Inc | Basic Materials | 3.35M | $104.33M | 19.93% | -1.47M | -30.6% | Reduced | 7.93% |
| 2 | RRC Range Resources Corp | Energy | 1.50M | $55.95M | 10.69% | +522.3K | +53.2% | Added | 0.64% |
| 3 | LIN Linde Plc | Basic Materials | 97.5K | $50.59M | 9.67% | -12.5K | -11.3% | Reduced | 0.02% |
| 4 | AR ANTERO RESOURCES Corp | Energy | 1.37M | $48.12M | 9.19% | +525.0K | +62.2% | Added | 0.44% |
| 5 | EPD Enterprise Products Partners L.P. | Energy | 1.14M | $41.76M | 7.98% | +6,006 | +0.5% | Added | 0.05% |
| 6 | IE Ivanhoe Electric Inc. | Basic Materials | 4.20M | $40.32M | 7.7% | +1.15M | +37.6% | Added | 2.63% |
| 7 | WFG West Fraser Timber Co., Ltd | Basic Materials | 412.2K | $39.57M | 7.56% | +151.0K | +57.8% | Added | 0.52% |
| 8 | MOS Mosaic Co | Basic Materials | 1.19M | $25.16M | 4.81% | +1.19M | – | New | 0.37% |
| 9 | NRGV Energy Vault Holdings, Inc. | Industrials | 4.47M | $21.05M | 4.02% | +24.1K | +0.5% | Added | 2.51% |
| 10 | NTR Nutrien Ltd. | Basic Materials | 288.4K | $18.15M | 3.47% | +154.4K | +115.2% | Added | 0.06% |
| 11 | WMB Williams Companies, Inc. | Energy | 215.9K | $16.05M | 3.07% | -9,865 | -4.4% | Reduced | 0.02% |
| 12 | MUR Murphy Oil Corp | Energy | 486.9K | $15.85M | 3.03% | +486.9K | – | New | 0.34% |
| 13 | HUBB Hubbell Inc | Industrials | 27.3K | $14.30M | 2.73% | +15.4K | +128.5% | Added | 0.05% |
| 14 | MLM Martin Marietta Materials Inc | Basic Materials | 23.1K | $13.35M | 2.55% | +15.5K | +203.8% | Added | 0.04% |
| 15 | CEG Constellation Energy Corp | Utilities | 38.8K | $9.64M | 1.84% | +6,435 | +19.9% | Added | 0.01% |
Tip. Select a row to see that position’s full history at SailingStone Capital Partners.
As of its Q2 2026 13F filing, SailingStone Capital Partners LLC’s five largest positions were Compass Minerals International Inc (CMP) at 19.9%, Range Resources Corp (RRC) at 10.7%, Linde Plc (LIN) at 9.7%, ANTERO RESOURCES Corp (AR) at 9.2%, Enterprise Products Partners L.P. (EPD) at 8.0% of the reported portfolio.
SailingStone Capital Partners LLC reported a 13F portfolio worth $523.38M across 17 positions for Q2 2026. That is up 24.5% from the previous quarter.
Its largest purchases by value were Mosaic Co ($25.16M), Range Resources Corp ($19.43M), ANTERO RESOURCES Corp ($18.45M). It opened 3 new positions.
Its largest sales by value were Compass Minerals International Inc ($45.89M), Linde Plc ($6.47M), MATERION Corp ($6.12M). It exited 1 positions entirely.
From the Form 13F-HR reports SailingStone Capital Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.