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 | Open |
|---|---|---|---|---|---|
| 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
25 quarters · across all stocks
Holdings in CMP
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112,678,016 | 4,825,611 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $106,332,275 | 5,414,067 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $98,018,112 | 5,105,110 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $111,784,115 | 5,564,167 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $57,642,982 | 6,204,842 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $61,055,347 | 5,427,142 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $57,395,656 | 4,775,013 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $23,974,866 | 2,320,897 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $17,155,828 | 1,089,951 | Shares | Defined | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||