StockDriftsStockDriftsTop 17 Sailingstone Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CMP | COMPASS MINERALS INTL INC | 19.53% | 3.35M | $104.3M | -30.55%(-1.47M) | $13.48(+96.93%) | 2026-06-30 | |
| RRC | RANGE RES CORP | 10.47% | 1.50M | $55.9M | +53.19%(+522.32K) | $36.36(+9.77%) | 2026-06-30 | |
| LIN | LINDE PLC | 9.47% | 97.5K | $50.6M | -11.34%(-12.47K) | $392.71(+21.77%) | 2026-06-30 | |
| AR | ANTERO RESOURCES CORP | 9.01% | 1.37M | $48.1M | +62.19%(+525.04K) | $34.88(+5.57%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 7.82% | 1.14M | $41.8M | +0.53%(+6.01K) | $29.37(+29.47%) | 2026-06-30 | |
| IE | IVANHOE ELECTRIC INC | 7.55% | 4.20M | $40.3M | +37.62%(+1.15M) | $9.32(+11.77%) | 2026-06-30 | |
| WFG | WEST FRASER TIMBER CO LTD | 7.41% | 412.2K | $39.6M | +57.80%(+150.98K) | $64.20(+9.83%) | 2026-06-30 | |
| MOS | MOSAIC CO | 4.71% | 1.19M | $25.2M | new | $23.10(-5.69%) | 2026-06-30 | |
| NRGV | ENERGY VAULT HOLDINGS INC | 3.94% | 4.47M | $21.0M | +0.54%(+24.06K) | $7.04(-47.62%) | 2026-06-30 | |
| NTR | NUTRIEN LTD | 3.4% | 288.4K | $18.2M | +115.23%(+154.38K) | $65.64(+2.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.69% | +93.84% | +28.99% | +257.08% |
| Top 20 Holdings Unweighted | +31.67% | +128.27% | +24.61% | +200.49% |
Sailingstone Capital Partners LLC reports $534.30M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are CMP (19.5%), RRC (10.5%) and LIN (9.5%). The top 20 holdings account for 98.29% of reported assets. Its disclosed equity book has returned +93.84% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sailingstone Capital Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1608904). View Sailingstone Capital Partners LLC’s 13F filings on SEC