Q1 2026 · 13F-HR
SailingStone Capital Partners LLCholdings as filed
Filed 2026-05-15 · accession 0001420506-26-001030
$440.3M
Reported value
17
Positions
2026-03-31
Period end
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%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 20451N101 | CMP | COMPASS MINERALS INTL INC | $112.7M | 25.6% | 4,825,611 | Common | SHARED |
| G54950103 | LIN | LINDE PLC | $54.5M | 12.4% | 109,958 | Common | SHARED |
| 75281A109 | RRC | RANGE RES CORP | $44.4M | 10.1% | 982,031 | Common | SHARED |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $42.8M | 9.71% | 1,129,954 | Common | SHARED |
| 46578C108 | IE | VANHOE ELECTRIC INC | $36.0M | 8.18% | 3,048,474 | Common | SHARED |
| 03674X106 | AR | ANTERO RESOURCES CORP | $35.8M | 8.14% | 844,266 | Common | SHARED |
| 952845105 | WFG | WEST FRASER TIMBER LTD | $23.8M | 5.40% | 261,199 | Common | SHARED |
| 969457100 | WMB | ILLIAMS COS INC | $16.4M | 3.73% | 225,779 | Common | SHARED |
| 29280W109 | NRGV | ENERGY VAULT HOLDINGS INC | $14.7M | 3.33% | 4,445,017 | Common | SHARED |
| 13321L108 | CCJ | CAMECO CORP | $11.0M | 2.50% | 72,835 | Common | SHARED |
| 67077M108 | NTR | NUTRIEN LTD | $10.1M | 2.30% | 133,973 | Common | SHARED |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $9.0M | 2.05% | 32,360 | Common | SHARED |
| G60420125 | MTAL/U | METALS ACQUISITION CORP II | $8.8M | 2.01% | 875,000 | Common | SHARED |
| 576690101 | MTRN | MATERION CORP | $6.1M | 1.39% | 42,322 | Common | SHARED |
| 443510607 | HUBB | HUBBELL INC | $5.9M | 1.33% | 11,960 | Common | SHARED |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $4.5M | 1.02% | 7,620 | Common | SHARED |
| 833635105 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $3.8M | 0.85% | 46,427 | 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.