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
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | CMP | COMPASS MINERALS INTL INC | $112.7M | 25.59% | -588,456 | -10.9% |
| 2 | LIN | LINDE PLC | $54.5M | 12.38% | +5,713 | +5.5% |
| 3 | RRC | RANGE RES CORP | $44.4M | 10.08% | -62,634 | -6.0% |
| 4 | EPD | ENTERPRISE PRODS PARTNERS L | $42.8M | 9.71% | -20,677 | -1.8% |
| 5 | IE | VANHOE ELECTRIC INC | $36.0M | 8.18% | -732,943 | -19.4% |
| 6 | AR | ANTERO RESOURCES CORP | $35.8M | 8.14% | -24,963 | -2.9% |
| 7 | WFG | WEST FRASER TIMBER LTD | $23.8M | 5.40% | +261,199 | NEW |
| 8 | WMB | ILLIAMS COS INC | $16.4M | 3.73% | -2,845 | -1.2% |
| 9 | NRGV | ENERGY VAULT HOLDINGS INC | $14.7M | 3.33% | -492,983 | -10.0% |
| 10 | CCJ | CAMECO CORP | $11.0M | 2.50% | -27,190 | -27.2% |
| 11 | NTR | NUTRIEN LTD | $10.1M | 2.30% | -37,646 | -21.9% |
| 12 | CEG | CONSTELLATION ENERGY CORP | $9.0M | 2.05% | +10,360 | +47.1% |
| 13 | MTAL/U | METALS ACQUISITION CORP II | $8.8M | 2.01% | +875,000 | NEW |
| 14 | MTRN | MATERION CORP | $6.1M | 1.39% | — | HELD |
| 15 | HUBB | HUBBELL INC | $5.9M | 1.33% | -50 | -0.4% |
| 16 | MLM | MARTIN MARIETTA MATLS INC | $4.5M | 1.02% | — | HELD |
| 17 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $3.8M | 0.85% | -23,288 | -33.4% |
Source: SEC EDGAR · accession 0001420506-26-001030. 13F discloses long positions only — shorts, foreign equities, and options are excluded.