Funds › SailingStone Capital Partners LLC
SailingStone Capital Partners LLC
13F for Q3 2026, filed Nov 13, 2026. 18 positions worth $492.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | CMP Compass Minerals Intl Inc | 3.12M | $68.8M | 14.0% | -6.8% | 13F ↗ |
| 2 | LIN Linde plc | 119,465 | $56.7M | 11.5% | +22.5% | 13F ↗ |
| 3 | IE Ivanhoe Electric Inc. | 4.95M | $49.1M | 10.0% | +17.9% | 13F ↗ |
| 4 | EPD Enterprise Products Partners L.P. | 1.25M | $44.6M | 9.1% | +10.2% | 13F ↗ |
| 5 | WFG West Fraser Timber Co. Ltd | 411,697 | $40.8M | 8.3% | -0.1% | 13F ↗ |
| 6 | RRC Range Resources Corporation | 918,499 | $34.0M | 6.9% | -38.9% | 13F ↗ |
| 7 | MOS Mosaic Company | 1.39M | $30.0M | 6.1% | +16.8% | 13F ↗ |
| 8 | MLM Martin Marietta Materials, Inc. | 62,391 | $29.9M | 6.1% | +170% | 13F ↗ |
| 9 | AR Antero Resources Corporation | 710,651 | $23.7M | 4.8% | -48.1% | 13F ↗ |
| 10 | MUR Murphy Oil Corporation | 596,314 | $22.1M | 4.5% | +22.5% | 13F ↗ |
| 11 | NTR Nutrien Ltd. | 259,010 | $18.2M | 3.7% | -10.2% | 13F ↗ |
| 12 | NRGV Energy Vault Holdings, Inc. | 4.48M | $17.8M | 3.6% | +0.2% | 13F ↗ |
| 13 | WMB Williams Companies, Inc. | 215,574 | $14.7M | 3.0% | -0.2% | 13F ↗ |
| 14 | HUBB Hubbell Inc | 30,273 | $13.7M | 2.8% | +10.8% | 13F ↗ |
| 15 | CEG Constellation Energy Corporation | 38,695 | $9.8M | 2.0% | -0.3% | 13F ↗ |
| 16 | MTAL Metals Acquisition Corp. II | 885,269 | $9.0M | 1.8% | +0.6% | 13F ↗ |
| 17 | CCJ Cameco Corporation | 72,987 | $9.0M | 1.8% | -0.3% | 13F ↗ |
| 18 | Metals Acquisition Corp II Warrants | 313,092 | $306.8K | 0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
0 new, 9 added to, 8 trimmed, 1 exited, 1 unchanged. By estimated dollars.
New positions (0)
None this quarter.
Added to (9)
| MLM Martin Marietta Materials, Inc. | 62,391 | +170% | $18.8M |
| LIN Linde plc | 119,465 | +22.5% | $10.4M |
| IE Ivanhoe Electric Inc. | 4.95M | +17.9% | $7.5M |
| MOS Mosaic Company | 1.39M | +16.8% | $4.3M |
| EPD Enterprise Products Partners L.P. | 1.25M | +10.2% | $4.1M |
| MUR Murphy Oil Corporation | 596,314 | +22.5% | $4.1M |
| HUBB Hubbell Inc | 30,273 | +10.8% | $1.3M |
| MTAL Metals Acquisition Corp. II | 885,269 | +0.6% | $56.3K |
| NRGV Energy Vault Holdings, Inc. | 4.48M | +0.2% | $32.4K |
Trimmed (8)
| AR Antero Resources Corporation | 710,651 | -48.1% | -$22.0M |
| RRC Range Resources Corporation | 918,499 | -38.9% | -$21.7M |
| CMP Compass Minerals Intl Inc | 3.12M | -6.8% | -$5.0M |
| NTR Nutrien Ltd. | 259,010 | -10.2% | -$2.1M |
| WFG West Fraser Timber Co. Ltd | 411,697 | -0.1% | -$47.6K |
| CCJ Cameco Corporation | 72,987 | -0.3% | -$29.6K |
| CEG Constellation Energy Corporation | 38,695 | -0.3% | -$25.4K |
| WMB Williams Companies, Inc. | 215,574 | -0.2% | -$23.1K |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| SQM Sociedad Quimica y Minera S.A. | 3,745 | Exited | -$277.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 18 | $492.3M | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 19 | $534.3M | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 17 | $440.3M | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 15 | $402.5M | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 16 | $381.9M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 16 | $378.5M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 12 | $269.5M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer