account_balance
Investment manager · 13F filer · SEC CIK 1608904
SailingStone Capital Partners LLC
Reported value$534Mas of Jun 30, 2026
Positions19 4 new, 2 sold out
Top 10 weight83.3%CMP alone is 20%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CMPCompass Minerals Intl Inc
19.5%Trimmed −31%
RRCRange Res Corp
10.5%Added +53%
LINLinde PLC
9.5%Trimmed −11%
ARAntero Resources Corp
9.0%Added +62%
EPDEnterprise Prods Partners L
7.8%
IEIvanhoe Electric Inc
7.5%Added +38%
WFGWest Fraser Timber Co Ltd
7.4%Added +58%
MOSMosaic Co
4.7%New
NRGVEnergy Vault Holdings Inc
3.9%
NTRNutrien Ltd
3.4%Added +115%
WMBWilliams Cos Inc
3.0%Trimmed −4%
MURMurphy Oil Corp
3.0%New
CMPCompass Minerals Intl Inc
19.5%Trimmed −31%
RRC10.5%LIN9.5%AR9.0%EPD7.8%IE7.5%WFG7.4%MOS4.7%NRGV3.9%NTR3.4%WMB3.0%MUR3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CMP Compass Minerals Intl Inc 19.5% Trimmed −31%RRC Range Res Corp 10.5% Added +53%LIN Linde PLC 9.5% Trimmed −11%AR Antero Resources Corp 9.0% Added +62%EPD Enterprise Prods Partners L 7.8% HeldIE Ivanhoe Electric Inc 7.5% Added +38%WFG West Fraser Timber Co Ltd 7.4% Added +58%MOS Mosaic Co 4.7% NewNRGV Energy Vault Holdings Inc 3.9% HeldNTR Nutrien Ltd 3.4% Added +115%WMB Williams Cos Inc 3.0% Trimmed −4%MUR Murphy Oil Corp 3.0% New
What changed