Sailingstone Capital Partners LLC Top Holdings and 13F Report (2025) About Sailingstone Capital Partners LLCInvestment ActivitySailingstone Capital Partners LLC has $378.48 million in total holdings as of June 30, 2025.Sailingstone Capital Partners LLC owns shares of 16 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 11.67% of the portfolio was purchased this quarter.About 11.50% of the portfolio was sold this quarter.This quarter, Sailingstone Capital Partners LLC has purchased 12 new stocks and bought additional shares in 4 stocks.Sailingstone Capital Partners LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Compass Minerals International $111,784,115Ivanhoe Electric $55,798,223MAC Copper $35,262,105LINDE PLC $30,824,188Enterprise Products Partners $28,714,330 Largest New Holdings this Quarter 21037T109 - Constellation Energy $8,033,496 Holding443510607 - Hubbell $4,284,221 Holding573284106 - Martin Marietta Materials $4,183,075 Holding576690101 - Materion $4,168,671 Holding Largest Purchases this Quarter Enterprise Products Partners 472,984 shares (about $14.67M)Constellation Energy 24,890 shares (about $8.03M)LINDE PLC 11,330 shares (about $5.32M)Hubbell 10,490 shares (about $4.28M)Martin Marietta Materials 7,620 shares (about $4.18M) Largest Sales this Quarter Compass Minerals International 640,675 shares (about $12.87M)Antero Resources 314,652 shares (about $12.67M)Range Resources 209,947 shares (about $8.54M)Ivanhoe Electric 495,296 shares (about $4.49M)Nutrien 66,013 shares (about $3.84M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSailingstone Capital Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCMPCompass Minerals International$111,784,115$12,871,161 ▼-10.3%5,564,16729.5%Basic MaterialsIEIvanhoe Electric$55,798,223$4,492,335 ▼-7.5%6,151,95414.7%Business ServicesMTALMAC Copper$35,262,105$558,800 ▲1.6%2,916,6349.3%Basic MaterialsLINDE PLC$30,824,188$5,315,809 ▲20.8%65,6988.1%SHSEPDEnterprise Products Partners$28,714,330$14,667,234 ▲104.4%925,9707.6%EnergyCCJCameco$27,073,313$97,070 ▼-0.4%267,4707.2%Basic MaterialsRRCRange Resources$26,490,445$8,538,544 ▼-24.4%651,3517.0%EnergyWMBWilliams Companies$13,801,493$994,031 ▼-6.7%219,7343.6%EnergyARAntero Resources$12,582,304$12,674,183 ▼-50.2%312,3713.3%EnergyCEGConstellation Energy$8,033,496$8,033,496 ▲New Holding24,8902.1%EnergyNRGVEnergy Vault$5,883,0130.0%8,207,3281.6%EnergySQMSociedad Quimica y Minera$5,562,044$2,966,877 ▲114.3%157,6991.5%Basic MaterialsHUBBHubbell$4,284,221$4,284,221 ▲New Holding10,4901.1%IndustrialsMLMMartin Marietta Materials$4,183,075$4,183,075 ▲New Holding7,6201.1%ConstructionMTRNMaterion$4,168,671$4,168,671 ▲New Holding52,5221.1%Basic MaterialsNTRNutrien$4,034,984$3,844,597 ▼-48.8%69,2821.1%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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