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Sailingstone Capital Partners Llc

Portfolio Manager
Sailingstone Capital Partners LLC
Performance
+9.21% (2026 Q1)
AUM (13F)
$440.27M
# of Holdings
17
Performance Rank
Allocation (Top 20)
97.98%

Sailingstone Capital Partners Llc Holdings Map

Top 16 Sailingstone Capital Partners Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CMP
COMPASS MINERALS INTL INC
25.59%4.83M$112.7M
-10.87%(-588.46K)
2025-Q1: 6.20M shares2025-Q2: 5.56M shares2025-Q3: 5.11M shares2025-Q4: 5.41M shares2026-Q1: 4.83M shares
$13.48(+117.70%)
2026-03-31
LIN
LINDE PLC
12.38%110.0K$54.5M
+5.48%(+5.71K)
2025-Q1: 54.4K shares2025-Q2: 65.7K shares2025-Q3: 71.8K shares2025-Q4: 104.2K shares2026-Q1: 110.0K shares
$392.71(+28.88%)
2026-03-31
RRC
RANGE RES CORP
10.08%982.0K$44.4M
-6.00%(-62.63K)
2025-Q1: 861.3K shares2025-Q2: 651.4K shares2025-Q3: 959.3K shares2025-Q4: 1.04M shares2026-Q1: 982.0K shares
$33.52(+26.67%)
2026-03-31
EPD
ENTERPRISE PRODS PARTNERS L
9.71%1.13M$42.8M
-1.80%(-20.68K)
2025-Q1: 453.0K shares2025-Q2: 926.0K shares2025-Q3: 969.3K shares2025-Q4: 1.15M shares2026-Q1: 1.13M shares
$29.32(+33.79%)
2026-03-31
IE
VANHOE ELECTRIC INC
8.18%3.05M$36.0M
-19.38%(-732.94K)
2025-Q1: 6.65M shares2025-Q2: 6.15M shares2025-Q3: 5.18M shares2025-Q4: 3.78M shares2026-Q1: 3.05M shares
$8.99(+41.93%)
2026-03-31
AR
ANTERO RESOURCES CORP
8.14%844.3K$35.8M
-2.87%(-24.96K)
2025-Q1: 627.0K shares2025-Q2: 312.4K shares2025-Q3: 543.2K shares2025-Q4: 869.2K shares2026-Q1: 844.3K shares
$31.89(+19.92%)
2026-03-31
WFG
WEST FRASER TIMBER LTD
5.4%261.2K$23.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 261.2K shares
$63.20(-6.30%)
2026-03-31
WMB
ILLIAMS COS INC
3.73%225.8K$16.4M
-1.24%(-2.85K)
2025-Q1: 235.6K shares2025-Q2: 219.7K shares2025-Q3: 197.7K shares2025-Q4: 228.6K shares2026-Q1: 225.8K shares
$43.57(+78.37%)
2026-03-31
NRGV
ENERGY VAULT HOLDINGS INC
3.33%4.45M$14.7M
-9.98%(-492.98K)
2025-Q1: 8.21M shares2025-Q2: 8.21M shares2025-Q3: 6.95M shares2025-Q4: 4.94M shares2026-Q1: 4.45M shares
$7.06(-16.02%)
2026-03-31
CCJ
CAMECO CORP
2.5%72.8K$11.0M
-27.18%(-27.19K)
2025-Q1: 268.4K shares2025-Q2: 267.5K shares2025-Q3: 162.8K shares2025-Q4: 100.0K shares2026-Q1: 72.8K shares
$29.74(+261.46%)
2026-03-31

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