SailingStone Capital Partners LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
SailingStone Capital Partners LLC disclosed 12 US equity positions worth $269.5m in its Q1 2025 13F filing. The largest position was CMP at 21.4% of the reported book, followed by IE and RRC. Against the Q4 2024 filing, it opened 1 new position, added to 4 and reduced 6 among the top 12 holdings.
What did SailingStone Capital Partners LLC own in Q1 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CMP COMPASS MINERALS INTL INC | Basic Materials | 21.4% | $57.6m | 6,204,842 | 14% | added |
| 2 | IE IVANHOE ELECTRIC INC | 14.3% | $38.6m | 6,647,250 | 21% | added | |
| 3 | RRC RANGE RES CORP | Energy | 12.8% | $34.4m | 861,298 | -20% | reduced |
| 4 | MAC COPPER LIMITED | 10.2% | $27.4m | 2,870,414 | 9% | added | |
| 5 | AR ANTERO RESOURCES CORP | Energy | 9.4% | $25.4m | 627,023 | -29% | reduced |
| 6 | LIN LINDE PLC | Basic Materials | 9.4% | $25.3m | 54,368 | -12% | reduced |
| 7 | CCJ CAMECO CORP | Energy | 5.9% | $15.9m | 268,429 | 37% | added |
| 8 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 5.7% | $15.5m | 452,986 | -24% | reduced |
| 9 | WMB WILLIAMS COS INC | Energy | 5.2% | $14.1m | 235,560 | -24% | reduced |
| 10 | NTR NUTRIEN LTD | Basic Materials | 2.5% | $6.7m | 135,295 | -7% | reduced |
| 11 | NRGV ENERGY VAULT HOLDINGS INC | 2.1% | $5.7m | 8,207,328 | 0% | held | |
| 12 | SQM SOCIEDAD QUIMICA Y MINERA DE | Basic Materials | 1.1% | $2.9m | 73,580 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.