Q3 2025 · 13F-HR
SailingStone Capital Partners LLCholdings as filed
Filed 2025-11-14 · accession 0001420506-25-003242
$381.9M
Reported value
16
Positions
2025-09-30
Period end
The Brief · SailingStone Capital Partners LLC · Q3 2025
AI · grounded in 13F
SailingStone Capital Partners LLC increased its position in Antero Resources Corp AR by 73.88%. The fund also accumulated shares of Range Res Corp RRC by 47.28% and Linde PLC by 9.31%. Conversely, the fund trimmed its holding in Mac Copper Limited by 58.81% and reduced its stake in Cameco Corp CCJ by 39.13%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 20451N101 | CMP | COMPASS MINERALS INTL INC | $98.0M | 25.7% | 5,105,110 | Common | SHARED |
| 46578C108 | IE | IVANHOE ELECTRIC INC | $65.0M | 17.0% | 5,177,383 | Common | SHARED |
| 75281A109 | RRC | RANGE RES CORP | $36.1M | 9.45% | 959,340 | Common | SHARED |
| G54950103 | LIN | LINDE PLC | $34.1M | 8.93% | 71,816 | Common | SHARED |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $30.3M | 7.94% | 969,275 | Common | SHARED |
| 29280W109 | NRGV | ENERGY VAULT HOLDINGS INC | $20.6M | 5.40% | 6,947,922 | Common | SHARED |
| 13321L108 | CCJ | CAMECO CORP | $19.0M | 4.98% | 162,819 | Common | SHARED |
| 03674X106 | AR | ANTERO RESOURCES CORP | $18.2M | 4.77% | 543,158 | Common | SHARED |
| G60409110 | MTALEUR | MAC COPPER LIMITED | $14.7M | 3.84% | 1,201,437 | Common | SHARED |
| 969457100 | WMB | WILLIAMS COS INC | $12.5M | 3.28% | 197,734 | Common | SHARED |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $8.2M | 2.14% | 24,890 | Common | SHARED |
| 576690101 | MTRN | MATERION CORP | $6.3M | 1.66% | 52,522 | Common | SHARED |
| 833635105 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $5.4M | 1.41% | 125,473 | Common | SHARED |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $4.8M | 1.26% | 7,620 | Common | SHARED |
| 443510607 | HUBB | HUBBELL INC | $4.5M | 1.18% | 10,490 | Common | SHARED |
| 67077M108 | NTR | NUTRIEN LTD | $4.1M | 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.