SailingStone Capital Partners LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
SailingStone Capital Partners LLC disclosed 19 US equity positions worth $534.3m in its Q2 2026 13F filing. The largest position was CMP at 19.5% of the reported book, followed by RRC and LIN. Against the Q1 2026 filing, it opened 4 new positions, added to 11 and reduced 4 among the top 19 holdings.
What did SailingStone Capital Partners LLC own in Q2 2026? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CMP COMPASS MINERALS INTL INC | Basic Materials | 19.5% | $104.3m | 3,351,366 | -31% | reduced |
| 2 | RRC RANGE RES CORP | Energy | 10.5% | $55.9m | 1,504,350 | 53% | added |
| 3 | LIN LINDE PLC | Basic Materials | 9.5% | $50.6m | 97,484 | -11% | reduced |
| 4 | AR ANTERO RESOURCES CORP | Energy | 9.0% | $48.1m | 1,369,303 | 62% | added |
| 5 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 7.8% | $41.8m | 1,135,960 | 1% | added |
| 6 | IE IVANHOE ELECTRIC INC | 7.5% | $40.3m | 4,195,373 | 38% | added | |
| 7 | WFG WEST FRASER TIMBER CO LTD | Basic Materials | 7.4% | $39.6m | 412,177 | 58% | added |
| 8 | MOS MOSAIC CO | Basic Materials | 4.7% | $25.2m | 1,187,332 | – | new |
| 9 | NRGV ENERGY VAULT HOLDINGS INC | 3.9% | $21.0m | 4,469,075 | 1% | added | |
| 10 | NTR NUTRIEN LTD | Basic Materials | 3.4% | $18.2m | 288,350 | 115% | added |
| 11 | WMB WILLIAMS COS INC | Energy | 3.0% | $16.1m | 215,914 | -4% | reduced |
| 12 | MUR MURPHY OIL CORP | Energy | 3.0% | $15.9m | 486,854 | – | new |
| 13 | HUBB HUBBELL INC | Industrials | 2.7% | $14.3m | 27,328 | 128% | added |
| 14 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 2.5% | $13.3m | 23,147 | 204% | added |
| 15 | CCJ CAMECO CORP | Energy | 2.0% | $10.6m | 73,227 | 1% | added |
| 16 | CEG CONSTELLATION ENERGY CORP | Utilities | 1.8% | $9.6m | 38,795 | 20% | added |
| 17 | METALS ACQUISITION CORP II | 1.7% | $8.9m | 879,729 | – | new | |
| 18 | METALS ACQUISITION CORP II | 0.1% | $344.4k | 313,092 | – | new | |
| 19 | SQM SOCIEDAD QUIMICA Y MINERA DE | Basic Materials | 0.1% | $277.3k | 3,745 | -92% | 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.