SailingStone Capital Partners as of Dec. 31, 2025
Portfolio Holdings for SailingStone Capital Partners
SailingStone Capital Partners holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Compass Minerals International (CMP) | 26.4 | $106M | 5.4M | 19.64 | |
| Ivanhoe Electric (IE) | 15.0 | $60M | 3.8M | 15.98 | |
| Linde SHS (LIN) | 11.0 | $44M | 104k | 426.39 | |
| Enterprise Products Partners (EPD) | 9.2 | $37M | 1.2M | 32.06 | |
| Range Resources (RRC) | 9.2 | $37M | 1.0M | 35.26 | |
| Antero Res (AR) | 7.4 | $30M | 869k | 34.46 | |
| Energy Vault Holdings (NRGV) | 5.7 | $23M | 4.9M | 4.61 | |
| Williams Companies (WMB) | 3.4 | $14M | 229k | 60.11 | |
| Cameco Corporation (CCJ) | 3.1 | $13M | 100k | 125.68 | |
| Nutrien (NTR) | 2.6 | $11M | 172k | 61.72 | |
| Constellation Energy (CEG) | 1.9 | $7.8M | 22k | 353.27 | |
| Hubbell (HUBB) | 1.3 | $5.3M | 12k | 444.11 | |
| Materion Corporation (MTRN) | 1.3 | $5.3M | 42k | 124.32 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 1.2 | $4.8M | 70k | 68.80 | |
| Martin Marietta Materials (MLM) | 1.2 | $4.7M | 7.6k | 622.66 |
