SailingStone Capital Partners LLC
CIK: 0001608904SEC EDGAR →
Portfolio Value
$402.5M
Holdings
15
As of
Q4 2025
New Positions
0
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | COMPASS MINERALS INTL INC | 5,414,067 | $106.3M | 26.42% |
| 2 | IVANHOE ELECTRIC INC | 3,781,417 | $60.4M | 15.01% |
| 3 | LINDE PLC | 104,245 | $44.4M | 11.04% |
| 4 | ENTERPRISE PRODS PARTNERS L | 1,150,631 | $36.9M | 9.17% |
| 5 | RANGE RES CORP | 1,044,665 | $36.8M | 9.15% |
| 6 | ANTERO RESOURCES CORP | 869,229 | $30.0M | 7.44% |
| 7 | ENERGY VAULT HOLDINGS INC | 4,938,000 | $22.8M | 5.66% |
| 8 | WILLIAMS COS INC | 228,624 | $13.7M | 3.41% |
| 9 | CAMECO CORP | 100,025 | $12.6M | 3.12% |
| 10 | NUTRIEN LTD | 171,619 | $10.6M | 2.63% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Basic Materials | 6 | $176.2M | 43.8% |
| Energy | 4 | $117.4M | 29.2% |
| Technology | 1 | $60.4M | 15.0% |
| Utilities | 2 | $30.5M | 7.6% |
| Communication Services | 1 | $12.6M | 3.1% |
| Industrials | 1 | $5.3M | 1.3% |