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Sailingstone Capital Partners LLC Top Holdings and 13F Report (2025)

About Sailingstone Capital Partners LLC

Investment Activity

  • Sailingstone Capital Partners LLC has $269.51 million in total holdings as of March 31, 2025.
  • Sailingstone Capital Partners LLC owns shares of 12 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 8.72% of the portfolio was purchased this quarter.
  • About 12.11% of the portfolio was sold this quarter.
  • This quarter, Sailingstone Capital Partners LLC has purchased 11 new stocks and bought additional shares in 4 stocks.
  • Sailingstone Capital Partners LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Ivanhoe Electric
$38,620,523
Range Resources
$34,391,629
Metals Acquisition
$27,383,750
Antero Resources
$25,356,810

Largest New Holdings this Quarter

833635105 - Sociedad Química y Minera de Chile
$2,923,333 Holding

Largest Purchases this Quarter

Compass Minerals International
777,700 shares (about $7.22M)
Ivanhoe Electric
1,162,530 shares (about $6.75M)
Cameco
73,162 shares (about $4.34M)
Sociedad Química y Minera de Chile
73,580 shares (about $2.92M)
Metals Acquisition
237,023 shares (about $2.26M)

Largest Sales this Quarter

Antero Resources
261,569 shares (about $10.58M)
Range Resources
218,603 shares (about $8.73M)
Enterprise Products Partners
146,529 shares (about $5.00M)
Williams Companies
73,218 shares (about $4.38M)
LINDE PLC
7,415 shares (about $3.45M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSailingstone Capital Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Compass Minerals International, Inc. stock logo
CMP
Compass Minerals International
$57,642,982$7,224,833 14.3%6,204,84221.4%Basic Materials
Ivanhoe Electric Inc. stock logo
IE
Ivanhoe Electric
$38,620,523$6,754,299 21.2%6,647,25014.3%Business Services
Range Resources Co. stock logo
RRC
Range Resources
$34,391,629$8,728,818 -20.2%861,29812.8%Energy
Metals Acquisition Limited stock logo
MTAL
Metals Acquisition
$27,383,750$2,261,199 9.0%2,870,41410.2%Basic Materials
Antero Resources Co. stock logo
AR
Antero Resources
$25,356,810$10,577,850 -29.4%627,0239.4%Energy
LINDE PLC
$25,315,916$3,452,721 -12.0%54,3689.4%SHS
Cameco Co. stock logo
CCJ
Cameco
$15,907,103$4,335,580 37.5%268,4295.9%Basic Materials
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$15,464,942$5,002,500 -24.4%452,9865.7%Energy
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$14,077,066$4,375,508 -23.7%235,5605.2%Energy
Nutrien Ltd. stock logo
NTR
Nutrien
$6,720,103$496,700 -6.9%135,2952.5%Basic Materials
Energy Vault Holdings, Inc. stock logo
NRGV
Energy Vault
$5,707,3760.0%8,207,3282.1%Energy
Sociedad Química y Minera de Chile S.A. stock logo
SQM
Sociedad Química y Minera de Chile
$2,923,333$2,923,333 New Holding73,5801.1%Basic Materials

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data