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 EPD
Shares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,757,459 | 1,129,954 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $36,889,229 | 1,150,631 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $30,309,229 | 969,275 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $28,714,329 | 925,970 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $15,464,942 | 452,986 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $18,800,790 | 599,515 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $17,828,652 | 612,458 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,477,210 | 706,598 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $27,056,804 | 927,238 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $36,007,275 | 1,366,500 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $59,651,409 | 2,179,445 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $55,229,125 | 2,095,982 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $35,392,039 | 1,366,488 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $33,051,515 | 1,370,295 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $33,080,500 | 1,391,106 | Shares | Sole | 2022-10-11 | |
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