SailingStone Capital Partners as of Sept. 30, 2025
Portfolio Holdings for SailingStone Capital Partners
SailingStone Capital Partners holds 16 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Compass Minerals International (CMP) | 25.7 | $98M | 5.1M | 19.20 | |
| Ivanhoe Electric (IE) | 17.0 | $65M | 5.2M | 12.55 | |
| Range Resources (RRC) | 9.5 | $36M | 959k | 37.64 | |
| Linde SHS (LIN) | 8.9 | $34M | 72k | 474.96 | |
| Enterprise Products Partners (EPD) | 7.9 | $30M | 969k | 31.27 | |
| Energy Vault Holdings (NRGV) | 5.4 | $21M | 6.9M | 2.97 | |
| Cameco Corporation (CCJ) | 5.0 | $19M | 163k | 116.80 | |
| Antero Res (AR) | 4.8 | $18M | 543k | 33.56 | |
| Mac Copper Ord Shs (MTAL) | 3.8 | $15M | 1.2M | 12.21 | |
| Williams Companies (WMB) | 3.3 | $13M | 198k | 63.35 | |
| Constellation Energy (CEG) | 2.1 | $8.2M | 25k | 329.07 | |
| Materion Corporation (MTRN) | 1.7 | $6.3M | 53k | 120.81 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 1.4 | $5.4M | 126k | 42.98 | |
| Martin Marietta Materials (MLM) | 1.3 | $4.8M | 7.6k | 630.28 | |
| Hubbell (HUBB) | 1.2 | $4.5M | 11k | 430.31 | |
| Nutrien (NTR) | 1.1 | $4.1M | 69k | 58.71 |
