Q2 2025 · 13F-HR
SailingStone Capital Partners LLCholdings as filed
Filed 2025-08-14 · accession 0001420506-25-002011
$378.5M
Reported value
16
Positions
2025-06-30
Period end
The Brief · SailingStone Capital Partners LLC · Q2 2025
AI · grounded in 13F
SailingStone Capital Partners LLC established a new position in CMP valued at $111.8M. The fund also initiated new stakes in IE for $55.8M and MAC COPPER LIMITED for $35.3M. Additional new positions include LINDE PLC at $30.8M, EPD at $28.7M, and CCJ at $27.1M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 20451N101 | CMP | COMPASS MINERALS INTL INC | $111.8M | 29.5% | 5,564,167 | Common | SHARED |
| 46578C108 | IE | IVANHOE ELECTRIC INC | $55.8M | 14.7% | 6,151,954 | Common | SHARED |
| G60409110 | MTALEUR | MAC COPPER LIMITED | $35.3M | 9.32% | 2,916,634 | Common | SHARED |
| G54950103 | LIN | LINDE PLC | $30.8M | 8.14% | 65,698 | Common | SHARED |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $28.7M | 7.59% | 925,970 | Common | SHARED |
| 13321L108 | CCJ | CAMECO CORP | $27.1M | 7.15% | 267,470 | Common | SHARED |
| 75281A109 | RRC | RANGE RES CORP | $26.5M | 7.00% | 651,351 | Common | SHARED |
| 969457100 | WMB | WILLIAMS COS INC | $13.8M | 3.65% | 219,734 | Common | SHARED |
| 03674X106 | AR | ANTERO RESOURCES CORP | $12.6M | 3.32% | 312,371 | Common | SHARED |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $8.0M | 2.12% | 24,890 | Common | SHARED |
| 29280W109 | NRGV | ENERGY VAULT HOLDINGS INC | $5.9M | 1.55% | 8,207,328 | Common | SHARED |
| 833635105 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $5.6M | 1.47% | 157,699 | Common | SHARED |
| 443510607 | HUBB | HUBBELL INC | $4.3M | 1.13% | 10,490 | Common | SHARED |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $4.2M | 1.11% | 7,620 | Common | SHARED |
| 576690101 | MTRN | MATERION CORP | $4.2M | 1.10% | 52,522 | Common | SHARED |
| 67077M108 | NTR | NUTRIEN LTD | $4.0M | 1.07% | 69,282 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.