SailingStone Capital Partners LLC
CIK 1608904
13F filing for Q2 2026・No. 3,738
- Holdings
- US$534.3M
- Quarter change
- +US$94.03M
- Entries
- 19
- Net bought (estimate)
- +US$71.17M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 2
- Cut 4
- Added 11
- Corporate actions 0
- Unchanged 0
Largest holdings
19 stocks worth US$534.3M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| COMPASS MINERALS INTL INCCOM | Cut | 3,351,366 | US$104.33M | 19.53% |
| RRCRANGE RES CORPCOM | Added | 1,504,350 | US$55.95M | 10.47% |
| LINLINDE PLCSHS | Cut | 97,484 | US$50.59M | 9.47% |
| ARANTERO RESOURCES CORPCOM | Added | 1,369,303 | US$48.12M | 9.01% |
| ENTERPRISE PRODS PARTNERS LCOM | Added | 1,135,960 | US$41.76M | 7.82% |
| IEIVANHOE ELECTRIC INCCOM | Added | 4,195,373 | US$40.32M | 7.55% |
| WFGWEST FRASER TIMBER CO LTDCOM | Added | 412,177 | US$39.57M | 7.41% |
| MOSMOSAIC COCOM | New | 1,187,332 | US$25.16M | 4.71% |
| ENERGY VAULT HOLDINGS INCCOM | Added | 4,469,075 | US$21.05M | 3.94% |
| NTRNUTRIEN LTDCOM | Added | 288,350 | US$18.15M | 3.40% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.