SailingStone Capital Partners LLC
19 holdingsFiling period: 2026-06-30Current AUM: $501.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CMP | Compass Minerals Intl Inc | 3.35M | $104.3M | $73.7M | 14.71% | -1,474,245 | 2026-06-30 |
| 2 | RRC | Range Res Corp | 1.50M | $55.9M | $65.6M | 13.10% | +522.3K | 2026-06-30 |
| 3 | — | Linde PLC | 97.5K | $50.6M | $50.6M | 10.09% | -12,474 | 2026-06-30 |
| 4 | AR | Antero Resources Corp | 1.37M | $48.1M | $53.2M | 10.61% | +525.0K | 2026-06-30 |
| 5 | EPD | Enterprise Prods Partners L | 1.14M | $41.8M | $42.0M | 8.38% | +6.0K | 2026-06-30 |
| 6 | IE | Ivanhoe Electric Inc | 4.20M | $40.3M | $35.5M | 7.07% | +1.15M | 2026-06-30 |
| 7 | WFG | West Fraser Timber Co Ltd | 412.2K | $39.6M | $38.8M | 7.74% | +151.0K | 2026-06-30 |
| 8 | MOS | Mosaic Co | 1.19M | $25.2M | $21.2M | 4.23% | -- | 2026-06-30 |
| 9 | NRGV | Energy Vault Holdings Inc | 4.47M | $21.0M | $12.3M | 2.45% | +24.1K | 2026-06-30 |
| 10 | NTR | Nutrien Ltd | 288.4K | $18.2M | $19.9M | 3.97% | +154.4K | 2026-06-30 |
| 11 | WMB | Williams Cos Inc | 215.9K | $16.1M | $15.2M | 3.03% | -9,865 | 2026-06-30 |
| 12 | MUR | Murphy Oil Corp | 486.9K | $15.9M | $21.0M | 4.19% | -- | 2026-06-30 |
| 13 | HUBB | Hubbell Inc | 27.3K | $14.3M | $12.6M | 2.50% | +15.4K | 2026-06-30 |
| 14 | MLM | Martin Marietta Matls Inc | 23.1K | $13.3M | $11.7M | 2.34% | +15.5K | 2026-06-30 |
| 15 | CCJ | Cameco Corp | 73.2K | $10.6M | $8.4M | 1.67% | +392 | 2026-06-30 |
| 16 | CEG | Constellation Energy Corp | 38.8K | $9.6M | $10.0M | 2.00% | +6.4K | 2026-06-30 |
| 17 | — | Metals Acquisition Corp II | 879.7K | $8.9M | $8.9M | 1.78% | -- | 2026-06-30 |
| 18 | — | Metals Acquisition Corp II | 313.1K | $344K | $344K | 0.07% | -- | 2026-06-30 |
| 19 | SQM | Sociedad Quimica Y Minera de | 3.7K | $277K | $225K | 0.04% | -42,682 | 2026-06-30 |
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