Sailingstone Capital Partners LLC Top Holdings and 13F Report (2026) About Sailingstone Capital Partners LLCInvestment ActivitySailingstone Capital Partners LLC has $440.27 million in total holdings as of March 31, 2026.Sailingstone Capital Partners LLC owns shares of 17 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 8.71% of the portfolio was purchased this quarter.About 8.58% of the portfolio was sold this quarter.This quarter, Sailingstone Capital Partners LLC has purchased 15 new stocks and bought additional shares in 2 stocks.Sailingstone Capital Partners LLC sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings Compass Minerals International $112,678,017LINDE PLC $54,512,778Range Resources $44,368,161Enterprise Products Partners $42,757,459Ivanhoe Electric $36,032,963 Largest New Holdings this Quarter 952845105 - West Fraser Timber $23,782,169 HoldingG60420125 - METALS ACQUISITION CORP II $8,828,750 Holding Largest Purchases this Quarter West Fraser Timber 261,199 shares (about $23.78M)METALS ACQUISITION CORP II 875,000 shares (about $8.83M)Constellation Energy 10,360 shares (about $2.89M)LINDE PLC 5,713 shares (about $2.83M) Largest Sales this Quarter Compass Minerals International 588,456 shares (about $13.74M)Ivanhoe Electric 732,943 shares (about $8.66M)Cameco 27,190 shares (about $4.11M)Nutrien 37,646 shares (about $2.84M)Range Resources 62,634 shares (about $2.83M) 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$112,678,017$13,740,448 â–¼-10.9%4,825,61125.6%Basic MaterialsLINDE PLC$54,512,778$2,832,277 â–²5.5%109,95812.4%SHSRRCRange Resources$44,368,161$2,829,804 â–¼-6.0%982,03110.1%EnergyEPDEnterprise Products Partners$42,757,459$782,418 â–¼-1.8%1,129,9549.7%EnergyIEIvanhoe Electric$36,032,963$8,663,386 â–¼-19.4%3,048,4748.2%Business ServicesARAntero Resources$35,830,649$1,059,430 â–¼-2.9%844,2668.1%EnergyWFGWest Fraser Timber$23,782,169$23,782,169 â–²New Holding261,1995.4%ConstructionWMBWilliams Companies$16,432,196$207,059 â–¼-1.2%225,7793.7%EnergyNRGVEnergy Vault$14,668,556$1,626,844 â–¼-10.0%4,445,0173.3%EnergyCCJCameco$10,996,628$4,105,146 â–¼-27.2%72,8352.5%Basic MaterialsNTRNutrien$10,109,603$2,840,767 â–¼-21.9%133,9732.3%Basic MaterialsCEGConstellation Energy$9,036,530$2,893,030 â–²47.1%32,3602.1%EnergyMETALS ACQUISITION CORP II$8,828,750$8,828,750 â–²New Holding875,0002.0%UNIT 99/99/9999MTRNMaterion$6,121,8770.0%42,3221.4%Basic MaterialsHUBBHubbell$5,869,250$24,537 â–¼-0.4%11,9601.3%IndustrialsMLMMartin Marietta Materials$4,485,7420.0%7,6201.0%ConstructionSQMSociedad Quimica y Minera$3,757,801$1,884,931 â–¼-33.4%46,4270.9%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 Email Me a Login Link 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.
