SailingStone Capital Partners as of March 31, 2026
Portfolio Holdings for SailingStone Capital Partners
SailingStone Capital Partners holds 17 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Compass Minerals International (CMP) | 25.6 | $113M | 4.8M | 23.35 | |
| Linde SHS (LIN) | 12.4 | $55M | 110k | 495.76 | |
| Range Resources (RRC) | 10.1 | $44M | 982k | 45.18 | |
| Enterprise Products Partners (EPD) | 9.7 | $43M | 1.1M | 37.84 | |
| Ivanhoe Electric (IE) | 8.2 | $36M | 3.0M | 11.82 | |
| Antero Res (AR) | 8.1 | $36M | 844k | 42.44 | |
| West Fraser Timb (WFG) | 5.4 | $24M | 261k | 91.05 | |
| Williams Companies (WMB) | 3.7 | $16M | 226k | 72.78 | |
| Energy Vault Holdings (NRGV) | 3.3 | $15M | 4.4M | 3.30 | |
| Cameco Corporation (CCJ) | 2.5 | $11M | 73k | 150.98 | |
| Nutrien (NTR) | 2.3 | $10M | 134k | 75.46 | |
| Constellation Energy (CEG) | 2.1 | $9.0M | 32k | 279.25 | |
| Metals Acquisition Corp Ii Unit 99/99/9999 (MTAL.U) | 2.0 | $8.8M | 875k | 10.09 | |
| Materion Corporation (MTRN) | 1.4 | $6.1M | 42k | 144.65 | |
| Hubbell (HUBB) | 1.3 | $5.9M | 12k | 490.74 | |
| Martin Marietta Materials (MLM) | 1.0 | $4.5M | 7.6k | 588.68 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.9 | $3.8M | 46k | 80.94 |
