Sailingstone Capital Partners LLC Top Holdings and 13F Report (2026) About Sailingstone Capital Partners LLCInvestment ActivitySailingstone Capital Partners LLC has $534.30 million in total holdings as of June 30, 2026.Sailingstone Capital Partners LLC owns shares of 19 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 26.65% of the portfolio was purchased this quarter.About 13.33% of the portfolio was sold this quarter.This quarter, Sailingstone Capital Partners LLC has purchased 17 new stocks and bought additional shares in 11 stocks.Sailingstone Capital Partners LLC sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings Compass Minerals International $104,328,024Range Resources $55,946,777LINDE PLC $50,588,347Antero Resources $48,117,307Enterprise Products Partners $41,757,890 Largest New Holdings this Quarter 61945C103 - Mosaic $25,159,565 Holding626717102 - Murphy Oil $15,851,966 HoldingG60420109 - METALS ACQUISITION CORP II $8,929,249 HoldingG60420117 - METALS ACQUISITION CORP II $344,401 Holding Largest Purchases this Quarter Mosaic 1,187,332 shares (about $25.16M)Range Resources 522,319 shares (about $19.43M)Antero Resources 525,037 shares (about $18.45M)Murphy Oil 486,854 shares (about $15.85M)West Fraser Timber 150,978 shares (about $14.50M) Largest Sales this Quarter Compass Minerals International 1,474,245 shares (about $45.89M)LINDE PLC 12,474 shares (about $6.47M)Sociedad Quimica y Minera 42,682 shares (about $3.16M)Williams Companies 9,865 shares (about $733.36K) 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$104,328,024$45,893,247 â–¼-30.6%3,351,36619.5%MaterialsRRCRange Resources$55,946,777$19,425,044 â–²53.2%1,504,35010.5%EnergyLINDE PLC$50,588,347$6,473,258 â–¼-11.3%97,4849.5%SHSARAntero Resources$48,117,307$18,449,800 â–²62.2%1,369,3039.0%EnergyEPDEnterprise Products Partners$41,757,890$220,781 â–²0.5%1,135,9607.8%EnergyIEIvanhoe Electric$40,317,535$11,021,700 â–²37.6%4,195,3737.5%MaterialsWFGWest Fraser Timber$39,573,114$14,495,398 â–²57.8%412,1777.4%MaterialsMOSMosaic$25,159,565$25,159,565 â–²New Holding1,187,3324.7%MaterialsNRGVEnergy Vault$21,049,343$113,313 â–²0.5%4,469,0753.9%IndustrialsNTRNutrien$18,151,633$9,718,032 â–²115.2%288,3503.4%MaterialsWMBWilliams Companies$16,051,047$733,364 â–¼-4.4%215,9143.0%EnergyMURMurphy Oil$15,851,966$15,851,966 â–²New Holding486,8543.0%EnergyHUBBHubbell$14,298,010$8,040,538 â–²128.5%27,3282.7%IndustrialsMLMMartin Marietta Materials$13,348,875$8,954,421 â–²203.8%23,1472.5%MaterialsCCJCameco$10,576,908$56,620 â–²0.5%73,2272.0%EnergyCEGConstellation Energy$9,635,514$1,598,261 â–²19.9%38,7951.8%UtilitiesMETALS ACQUISITION CORP II$8,929,249$8,929,249 â–²New Holding879,7291.7%ORD CL AMETALS ACQUISITION CORP II$344,401$344,401 â–²New Holding313,0920.1%*W EXP 06/30/203SQMSociedad Quimica y Minera$277,280$3,160,178 â–¼-91.9%3,7450.1%MaterialsMETALS ACQUISITION CORP II$0$8,828,750 â–¼-100.0%00.0%UNIT 99/99/9999MTRNMaterion$0$6,121,877 â–¼-100.0%00.0%MaterialsShowing largest 100 holdings. 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