SailingStone Capital Partners LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
SailingStone Capital Partners LLC disclosed 16 US equity positions worth $378.5m in its Q2 2025 13F filing. The largest position was CMP at 29.5% of the reported book, followed by IE and MAC COPPER LIMITED. Against the Q1 2025 filing, it opened 4 new positions, added to 4 and reduced 6 among the top 16 holdings.
What did SailingStone Capital Partners LLC own in Q2 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CMP COMPASS MINERALS INTL INC | Basic Materials | 29.5% | $111.8m | 5,564,167 | -10% | reduced |
| 2 | IE IVANHOE ELECTRIC INC | 14.7% | $55.8m | 6,151,954 | -7% | reduced | |
| 3 | MAC COPPER LIMITED | 9.3% | $35.3m | 2,916,634 | 2% | added | |
| 4 | LIN LINDE PLC | Basic Materials | 8.1% | $30.8m | 65,698 | 21% | added |
| 5 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 7.6% | $28.7m | 925,970 | 104% | added |
| 6 | CCJ CAMECO CORP | Energy | 7.2% | $27.1m | 267,470 | -0% | held |
| 7 | RRC RANGE RES CORP | Energy | 7.0% | $26.5m | 651,351 | -24% | reduced |
| 8 | WMB WILLIAMS COS INC | Energy | 3.6% | $13.8m | 219,734 | -7% | reduced |
| 9 | AR ANTERO RESOURCES CORP | Energy | 3.3% | $12.6m | 312,371 | -50% | reduced |
| 10 | CEG CONSTELLATION ENERGY CORP | Utilities | 2.1% | $8.0m | 24,890 | – | new |
| 11 | NRGV ENERGY VAULT HOLDINGS INC | 1.6% | $5.9m | 8,207,328 | 0% | held | |
| 12 | SQM SOCIEDAD QUIMICA Y MINERA DE | Basic Materials | 1.5% | $5.6m | 157,699 | 114% | added |
| 13 | HUBB HUBBELL INC | Industrials | 1.1% | $4.3m | 10,490 | – | new |
| 14 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 1.1% | $4.2m | 7,620 | – | new |
| 15 | MTRN MATERION CORP | Basic Materials | 1.1% | $4.2m | 52,522 | – | new |
| 16 | NTR NUTRIEN LTD | Basic Materials | 1.1% | $4.0m | 69,282 | -49% | reduced |
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.