SailingStone Capital Partners LLC
Reports for
PICKERING ENERGY PARTNERS LP
Filing Date
Global Rank
#3,739
/ 8,794
▼ 102
· as of Jun 2026
Top Industry
Oil & Gas E&P
23.1%
3Y Alpha vs SPY
+0.8%
Period ended 3 months ago
Filed Aug 14, 2026 · 52d
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
20.1%
−6.6 pts
Top 5
57.9%
−10.9 pts
Top 10
83.5%
−7.7 pts
HHI
948
Diversified−355
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Basic Materials | 53.9% | $280,071,514 |
| Energy | 35.7% | $185,183,886 |
| Utilities | 5.9% | $30,684,857 |
| Industrials | 2.8% | $14,298,009 |
| Financial Services | 1.7% | $8,929,249 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IE | Ivanhoe Electric Inc. | +1,146,899 | 4,195,373 | $40,317,534 | |
| AR | ANTERO RESOURCES Corp | +525,037 | 1,369,303 | $48,117,307 | |
| RRC | Range Resources Corp | +522,319 | 1,504,350 | $55,946,776 | |
| NTR | Nutrien Ltd. | +154,377 | 288,350 | $18,151,632 | |
| WFG | West Fraser Timber Co., Ltd | +150,978 | 412,177 | $27,900,261 | |
| NRGV | Energy Vault Holdings, Inc. | +24,058 | 4,469,075 | $21,049,343 | |
| MLM | Martin Marietta Materials Inc | +15,527 | 23,147 | $13,348,874 | |
| HUBB | Hubbell Inc | +15,368 | 27,328 | $14,298,009 | |
| CEG | Constellation Energy Corp | +6,435 | 38,795 | $9,635,514 | |
| EPD | Enterprise Products Partners L.P. | +6,006 | 1,135,960 | $41,757,889 | |
| CCJ | Cameco Corp | +392 | 73,227 | $7,458,902 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
4 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMP | Compass Minerals International Inc | −1,474,245 | 3,351,366 | $104,328,023 | |
| SQM | Chemical & Mining Co Of Chile Inc | −42,682 | 3,745 | $277,279 | |
| LIN | Linde PLC | −12,474 | 97,484 | $50,588,346 | |
| WMB | Williams Companies, Inc. | −9,865 | 215,914 | $16,051,046 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MTRN | MATERION Corp | 42,322 | $6,121,877 | |
| No positions match the current search. | ||||
18 tracked positions ·
$519,167,515 total
· filing declares
19 positions · $534,302,785
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CMP |
Compass Minerals International Inc
Basic Materials
|
Reduced | 3,351,366 | $104,328,023 | 20.10% | |
| RRC |
Range Resources Corp
Energy
|
Added | 1,504,350 | $55,946,776 | 10.78% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 97,484 | $50,588,346 | 9.74% | |
| AR |
ANTERO RESOURCES Corp
Energy
|
Added | 1,369,303 | $48,117,307 | 9.27% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 1,135,960 | $41,757,889 | 8.04% | |
| IE |
Ivanhoe Electric Inc.
Basic Materials
|
Added | 4,195,373 | $40,317,534 | 7.77% | |
| WFG |
West Fraser Timber Co., Ltd
Basic Materials
|
Added | 412,177 | $27,900,261 | 5.37% | |
| MOS |
Mosaic Co
Basic Materials
|
NEW | 1,187,332 | $25,159,565 | 4.85% | |
| NRGV |
Energy Vault Holdings, Inc.
Utilities
|
Added | 4,469,075 | $21,049,343 | 4.05% | |
| NTR |
Nutrien Ltd.
Basic Materials
|
Added | 288,350 | $18,151,632 | 3.50% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 215,914 | $16,051,046 | 3.09% | |
| MUR |
Murphy Oil Corp
Energy
|
NEW | 486,854 | $15,851,966 | 3.05% | |
| HUBB |
Hubbell Inc
Industrials
|
Added | 27,328 | $14,298,009 | 2.75% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Added | 23,147 | $13,348,874 | 2.57% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 38,795 | $9,635,514 | 1.86% | |
| MTAL |
Metals Acquisition Corp. II
Financial Services
|
NEW | 879,729 | $8,929,249 | 1.72% | |
| CCJ |
Cameco Corp
Energy
|
Added | 73,227 | $7,458,902 | 1.44% | |
| SQM |
Chemical & Mining Co Of Chile Inc
Basic Materials
|
Reduced | 3,745 | $277,279 | 0.05% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.