Institutional
SailingStone Capital Partners LLC
CIK 0001608904
$440.3M
Reported AUM
17
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · SailingStone Capital Partners LLC · Q1 2026
AI · grounded in 13F
SailingStone Capital Partners LLC established a new position in West Fraser Timber Ltd WFG valued at $23.78M. The fund also opened a new position in Metals Acquisition Corp II and increased its stake in Linde PLC by 5.48%. Conversely, the fund reduced several holdings, most notably trimming its position in Sociedad Quimica y Minera de SQM by 33.40% and Nutrien Ltd NTR by 21.94%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CMP | COMPASS MINERALS INTL INC | $29.32 | -1.25% | 50.10% | -53.22% | $112.7M | 25.59% | — | HELD |
| 2 | LIN | LINDE PLC | $511.17 | 0.00% | 11.84% | 72.45% | $54.5M | 12.38% | — | HELD |
| 3 | RRC | RANGE RES CORP | $39.91 | 4.31% | 13.20% | 184.47% | $44.4M | 10.08% | — | HELD |
| 4 | EPD | ENTERPRISE PRODS PARTNERS L | $38.67 | 0.10% | 31.84% | 143.73% | $42.8M | 9.71% | — | HELD |
| 5 | IE | VANHOE ELECTRIC INC | $8.73 | -3.85% | -8.97% | -5.11% | $36.0M | 8.18% | — | HELD |
| 6 | AR | ANTERO RESOURCES CORP | $35.14 | 3.72% | 0.62% | 146.94% | $35.8M | 8.14% | — | HELD |
| 7 | WFG | WEST FRASER TIMBER LTD | $66.53 | -1.35% | -3.76% | -7.68% | $23.8M | 5.40% | — | HELD |
| 8 | WMB | ILLIAMS COS INC | $70.13 | -0.04% | 21.22% | 260.70% | $16.4M | 3.73% | — | HELD |
| 9 | NRGV | ENERGY VAULT HOLDINGS INC | $2.51 | -8.73% | 161.90% | -71.62% | $14.7M | 3.33% | — | HELD |
| 10 | CCJ | CAMECO CORP | $84.57 | -2.75% | 15.82% | 360.83% | $11.0M | 2.50% | — | HELD |
| 11 | NTR | NUTRIEN LTD | $70.59 | 1.63% | 21.22% | 33.77% | $10.1M | 2.30% | — | HELD |
| 12 | CEG | CONSTELLATION ENERGY CORP | $257.95 | -0.72% | -23.91% | 479.99% | $9.0M | 2.05% | — | HELD |
| 13 | MTAL/U | METALS ACQUISITION CORP II | — | — | — | — | $8.8M | 2.01% | — | HELD |
| 14 | MTRN | MATERION CORP | $189.34 | -9.71% | 80.93% | 165.45% | $6.1M | 1.39% | — | HELD |
| 15 | HUBB | HUBBELL INC | $460.96 | -4.69% | 10.23% | 142.70% | $5.9M | 1.33% | — | HELD |
| 16 | MLM | MARTIN MARIETTA MATLS INC | $569.66 | -2.40% | 1.55% | 57.61% | $4.5M | 1.02% | — | HELD |
| 17 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $67.55 | 1.02% | 90.83% | 59.85% | $3.8M | 0.85% | — | HELD |
Source: SEC EDGAR · accession 0001420506-26-001030. 13F discloses long positions only — shorts, foreign equities, and options are excluded.