SailingStone Capital Partners as of June 30, 2026
Portfolio Holdings for SailingStone Capital Partners
SailingStone Capital Partners holds 19 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Compass Minerals International (CMP) | 19.5 | $104M | 3.4M | 31.13 | |
| Range Resources (RRC) | 10.5 | $56M | 1.5M | 37.19 | |
| Linde SHS (LIN) | 9.5 | $51M | 98k | 518.94 | |
| Antero Res (AR) | 9.0 | $48M | 1.4M | 35.14 | |
| Enterprise Products Partners (EPD) | 7.8 | $42M | 1.1M | 36.76 | |
| Ivanhoe Electric (IE) | 7.5 | $40M | 4.2M | 9.61 | |
| West Fraser Timb (WFG) | 7.4 | $40M | 412k | 96.01 | |
| Mosaic (MOS) | 4.7 | $25M | 1.2M | 21.19 | |
| Energy Vault Holdings (NRGV) | 3.9 | $21M | 4.5M | 4.71 | |
| Nutrien (NTR) | 3.4 | $18M | 288k | 62.95 | |
| Williams Companies (WMB) | 3.0 | $16M | 216k | 74.34 | |
| Murphy Oil Corporation (MUR) | 3.0 | $16M | 487k | 32.56 | |
| Hubbell (HUBB) | 2.7 | $14M | 27k | 523.20 | |
| Martin Marietta Materials (MLM) | 2.5 | $13M | 23k | 576.70 | |
| Cameco Corporation (CCJ) | 2.0 | $11M | 73k | 144.44 | |
| Constellation Energy (CEG) | 1.8 | $9.6M | 39k | 248.37 | |
| Metals Acquisition Corp Ii Ord Cl A | 1.7 | $8.9M | 880k | 10.15 | |
| Metals Acquisition Corp Ii *w Exp 06/30/203 | 0.1 | $344k | 313k | 1.10 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.1 | $277k | 3.7k | 74.04 |
