Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SailingStone Capital Partners LLC (CIK 1608904) reported $440.3M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CMP ($112.7M, 25.59%), LIN ($54.5M, 12.38%), RRC ($44.4M, 10.08%), EPD ($42.8M, 9.71%), IE ($36.0M, 8.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CMP | COMPASS MINERALS INTL INC | $112.7M | 25.59% | 4.8M | Trimmed |
| 2 | LIN | LINDE PLC | $54.5M | 12.38% | 109,958 | Added |
| 3 | RRC | RANGE RES CORP | $44.4M | 10.08% | 982,031 | Trimmed |
| 4 | EPD | ENTERPRISE PRODS PARTNERS L | $42.8M | 9.71% | 1.1M | Trimmed |
| 5 | IE | VANHOE ELECTRIC INC | $36.0M | 8.18% | 3.0M | Trimmed |
| 6 | AR | ANTERO RESOURCES CORP | $35.8M | 8.14% | 844,266 | Trimmed |
| 7 | WFG | WEST FRASER TIMBER LTD | $23.8M | 5.40% | 261,199 | New |
| 8 | WMB | ILLIAMS COS INC | $16.4M | 3.73% | 225,779 | Trimmed |
| 9 | NRGV | ENERGY VAULT HOLDINGS INC | $14.7M | 3.33% | 4.4M | Trimmed |
| 10 | CCJ | CAMECO CORP | $11.0M | 2.50% | 72,835 | Trimmed |
| 11 | NTR | NUTRIEN LTD | $10.1M | 2.30% | 133,973 | Trimmed |
| 12 | CEG | CONSTELLATION ENERGY CORP | $9.0M | 2.05% | 32,360 | Added |
| 13 | METALS ACQUISITION CORP II | $8.8M | 2.01% | 875,000 | New | |
| 14 | MTRN | MATERION CORP | $6.1M | 1.39% | 42,322 | Hold |
| 15 | HUBB | HUBBELL INC | $5.9M | 1.33% | 11,960 | Trimmed |
| 16 | MLM | MARTIN MARIETTA MATLS INC | $4.5M | 1.02% | 7,620 | Hold |
| 17 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $3.8M | 0.85% | 46,427 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31