SailingStone Capital Partners LLC: 13F holdings
CIK 16089042026Q2
| Positions | 19 |
|---|
| Reported value | $534.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 19 (+2 vs prior quarter) |
|---|
| Reported value | $534.3m (+21.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CMP COMPASS MINERALS INTL INC | 3,351,366 | $104.3m | 19.5% |
| RRC RANGE RES CORP | 1,504,350 | $55.9m | 10.5% |
| LINDE PLC | 97,484 | $50.6m | 9.5% |
| AR ANTERO RESOURCES CORP | 1,369,303 | $48.1m | 9.0% |
| EPD ENTERPRISE PRODS PARTNERS L | 1,135,960 | $41.8m | 7.8% |
| IE IVANHOE ELECTRIC INC | 4,195,373 | $40.3m | 7.5% |
| WFG WEST FRASER TIMBER CO LTD | 412,177 | $39.6m | 7.4% |
| MOS MOSAIC CO | 1,187,332 | $25.2m | 4.7% |
| NRGV ENERGY VAULT HOLDINGS INC | 4,469,075 | $21.0m | 3.9% |
| NTR NUTRIEN LTD | 288,350 | $18.2m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1608904")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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