SailingStone Capital Partners LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
SailingStone Capital Partners LLC disclosed 17 US equity positions worth $440.3m in its Q1 2026 13F filing. The largest position was CMP at 25.6% of the reported book, followed by LIN and RRC.
What did SailingStone Capital Partners LLC own in Q1 2026? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CMP COMPASS MINERALS INTL INC | Basic Materials | 25.6% | $112.7m | 4,825,611 | – | |
| 2 | LIN LINDE PLC | Basic Materials | 12.4% | $54.5m | 109,958 | – | |
| 3 | RRC RANGE RES CORP | Energy | 10.1% | $44.4m | 982,031 | – | |
| 4 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 9.7% | $42.8m | 1,129,954 | – | |
| 5 | IE VANHOE ELECTRIC INC | 8.2% | $36.0m | 3,048,474 | – | ||
| 6 | AR ANTERO RESOURCES CORP | Energy | 8.1% | $35.8m | 844,266 | – | |
| 7 | WFG WEST FRASER TIMBER LTD | Basic Materials | 5.4% | $23.8m | 261,199 | – | |
| 8 | WMB ILLIAMS COS INC | Energy | 3.7% | $16.4m | 225,779 | – | |
| 9 | NRGV ENERGY VAULT HOLDINGS INC | 3.3% | $14.7m | 4,445,017 | – | ||
| 10 | CCJ CAMECO CORP | Energy | 2.5% | $11.0m | 72,835 | – | |
| 11 | NTR NUTRIEN LTD | Basic Materials | 2.3% | $10.1m | 133,973 | – | |
| 12 | CEG CONSTELLATION ENERGY CORP | Utilities | 2.1% | $9.0m | 32,360 | – | |
| 13 | METALS ACQUISITION CORP II | 2.0% | $8.8m | 875,000 | – | ||
| 14 | MTRN MATERION CORP | Basic Materials | 1.4% | $6.1m | 42,322 | – | |
| 15 | HUBB HUBBELL INC | Industrials | 1.3% | $5.9m | 11,960 | – | |
| 16 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 1.0% | $4.5m | 7,620 | – | |
| 17 | SQM SOCIEDAD QUIMICA Y MINERA DE | Basic Materials | 0.9% | $3.8m | 46,427 | – |
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.