SailingStone Capital Partners LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
SailingStone Capital Partners LLC disclosed 16 US equity positions worth $381.9m in its Q3 2025 13F filing. The largest position was CMP at 25.7% of the reported book, followed by IE and RRC. Against the Q2 2025 filing, it opened 0 new positions, added to 4 and reduced 7 among the top 16 holdings.
What did SailingStone Capital Partners LLC own in Q3 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CMP COMPASS MINERALS INTL INC | Basic Materials | 25.7% | $98.0m | 5,105,110 | -8% | reduced |
| 2 | IE IVANHOE ELECTRIC INC | 17.0% | $65.0m | 5,177,383 | -16% | reduced | |
| 3 | RRC RANGE RES CORP | Energy | 9.5% | $36.1m | 959,340 | 47% | added |
| 4 | LIN LINDE PLC | Basic Materials | 8.9% | $34.1m | 71,816 | 9% | added |
| 5 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 7.9% | $30.3m | 969,275 | 5% | added |
| 6 | NRGV ENERGY VAULT HOLDINGS INC | 5.4% | $20.6m | 6,947,922 | -15% | reduced | |
| 7 | CCJ CAMECO CORP | Energy | 5.0% | $19.0m | 162,819 | -39% | reduced |
| 8 | AR ANTERO RESOURCES CORP | Energy | 4.8% | $18.2m | 543,158 | 74% | added |
| 9 | MAC COPPER LIMITED | 3.8% | $14.7m | 1,201,437 | -59% | reduced | |
| 10 | WMB WILLIAMS COS INC | Energy | 3.3% | $12.5m | 197,734 | -10% | reduced |
| 11 | CEG CONSTELLATION ENERGY CORP | Utilities | 2.1% | $8.2m | 24,890 | 0% | held |
| 12 | MTRN MATERION CORP | Basic Materials | 1.7% | $6.3m | 52,522 | 0% | held |
| 13 | SQM SOCIEDAD QUIMICA Y MINERA DE | Basic Materials | 1.4% | $5.4m | 125,473 | -20% | reduced |
| 14 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 1.3% | $4.8m | 7,620 | 0% | held |
| 15 | HUBB HUBBELL INC | Industrials | 1.2% | $4.5m | 10,490 | 0% | held |
| 16 | NTR NUTRIEN LTD | Basic Materials | 1.1% | $4.1m | 69,282 | 0% | held |
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.