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 SQM
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,757,801 | 46,427 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,796,392 | 69,715 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,392,829 | 125,473 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,562,043 | 157,699 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,923,333 | 73,580 | Shares | Defined | 2025-05-15 | |
| 2022-03-31 | $14,574,684 | 170,265 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,328,780 | 323,791 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,957,962 | 241,213 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $12,625,940 | 266,764 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,848,563 | 260,949 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,209,198 | 289,452 | Shares | Sole | 2021-02-22 | |
| 2020-09-30 | $17,623,609 | 543,603 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $16,258,112 | 623,633 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $12,808,828 | 568,019 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||