§ 13F · FUND PROFILE
SailingStone Capital Partners LLC.
AUM · $534M (13F)Positions · 19Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$50M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CMP | COMPASS MINERALS INTL INC | 3.35M | $104M | 19.5% | −31% |
| 2 | RRC | RANGE RES CORP | 1.50M | $56M | 10.5% | +53% |
| 3 | LIN | LINDE PLC | 97K | $51M | 9.5% | −11% |
| 4 | AR | ANTERO RESOURCES CORP | 1.37M | $48M | 9.0% | +62% |
| 5 | EPD | ENTERPRISE PRODS PARTNERS L | 1.14M | $42M | 7.8% | +1% |
| 6 | IE | IVANHOE ELECTRIC INC | 4.20M | $40M | 7.5% | +38% |
| 7 | WFG | WEST FRASER TIMBER CO LTD | 412K | $40M | 7.4% | +58% |
| 8 | MOS | MOSAIC CO | 1.19M | $25M | 4.7% | NEW |
| 9 | NRGV | ENERGY VAULT HOLDINGS INC | 4.47M | $21M | 3.9% | +1% |
| 10 | NTR | NUTRIEN LTD | 288K | $18M | 3.4% | +115% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAILINGSTONE SIGNAL
AC read
SailingStone Capital Partners LLC is a Other fund managing $534 million in assets. The fund runs a focused portfolio of just 19 positions.
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