SailingStone Capital Partners LLC
Top Portfolio Positions
16 positions ·
$421,625,867 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CMP |
Compass Minerals International Inc
Basic Materials
|
4,825,611 | $112,678,016 | 26.72% |
| LIN |
Linde PLC
Basic Materials
|
109,958 | $54,512,778 | 12.93% |
| RRC |
Range Resources Corp
Energy
|
982,031 | $44,368,160 | 10.52% |
| EPD |
Enterprise Products Partners L.P.
Energy
|
1,129,954 | $42,757,459 | 10.14% |
| IE |
Ivanhoe Electric Inc.
Basic Materials
|
3,048,474 | $36,032,962 | 8.55% |
| AR |
ANTERO RESOURCES Corp
Energy
|
844,266 | $35,830,649 | 8.50% |
| WFG |
West Fraser Timber Co., Ltd
Basic Materials
|
261,199 | $17,053,682 | 4.04% |
| WMB |
Williams Companies, Inc.
Energy
|
225,779 | $16,432,195 | 3.90% |
| NRGV |
Energy Vault Holdings, Inc.
Utilities
|
4,445,017 | $14,668,556 | 3.48% |
| NTR |
Nutrien Ltd.
Basic Materials
|
133,973 | $10,109,602 | 2.40% |
Portfolio Trend
Holdings in AR
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,830,649 | 844,266 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $29,953,631 | 869,229 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,228,382 | 543,158 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,582,303 | 312,371 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $25,356,810 | 627,023 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $31,145,149 | 888,592 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $32,802,273 | 1,144,931 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $32,053,264 | 982,325 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $34,470,734 | 1,188,646 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $23,509,475 | 1,036,573 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $22,299,299 | 878,617 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $16,992,386 | 737,837 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $14,823,549 | 641,990 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,493,882 | 435,427 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $17,352,763 | 568,384 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $33,467,286 | 1,091,918 | Shares | Sole | 2022-09-16 | |
| 2022-03-31 | $120,583,180 | 3,949,662 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $81,103,855 | 4,634,506 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $115,024,316 | 6,115,062 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $139,618,599 | 9,289,328 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $119,512,890 | 11,716,950 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $74,038,424 | 13,585,032 | Shares | Sole | 2021-02-22 | |
| 2020-09-30 | $43,634,379 | 15,867,047 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $35,302,047 | 13,898,444 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $15,183,796 | 21,385,629 | Shares | Sole | 2020-05-15 | |
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