SailingStone Capital Partners LLC — 13F holdings

SailingStone Capital Partners LLC reported 19 holdings worth $534M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CMP COMPASS MINERALS INTL INC — $104M (19.5%)
2. RRC RANGE RES CORP — $55.9M (10.5%)
3. LIN LINDE PLC — $50.6M (9.5%)
4. AR ANTERO RESOURCES CORP — $48.1M (9.0%)
5. EPD ENTERPRISE PRODS PARTNERS L — $41.8M (7.8%)
6. IE IVANHOE ELECTRIC INC — $40.3M (7.5%)
7. WFG WEST FRASER TIMBER CO LTD — $39.6M (7.4%)
8. MOS MOSAIC CO NEW — $25.2M (4.7%)
9. NRGV ENERGY VAULT HOLDINGS INC — $21.0M (3.9%)
10. NTR NUTRIEN LTD — $18.2M (3.4%)