Institutional Fund
Sailingstone Capital Partners LLC
Houston, TXCIK 16089045 filings on record
Portfolio Value
$440.27M
Q1 2026
Holdings
17
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+9.4%
from $402.46M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Compass Minerals Intl Inc25.6%
- Linde PLC12.4%
- Range Res Corp10.1%
- Enterprise Prods Partners L9.7%
- Ivanhoe Electric Inc8.2%
- Antero Resources Corp8.1%
- Other25.9%
Portfolio Holdings
17 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Compass Minerals Intl Inc | 4.83M | $112.68M | 25.6% | −588.5K | Reduced |
| 2 | Linde PLC | 110.0K | $54.51M | 12.4% | +5.7K | Added |
| 3 | Range Res Corp | 982.0K | $44.37M | 10.1% | −62.6K | Reduced |
| 4 | Enterprise Prods Partners L | 1.13M | $42.76M | 9.7% | −20.7K | Reduced |
| 5 | Ivanhoe Electric Inc | 3.05M | $36.03M | 8.2% | −732.9K | Reduced |
| 6 | Antero Resources Corp | 844.3K | $35.83M | 8.1% | −25.0K | Reduced |
| 7 | West Fraser Timber Co Ltd | 261.2K | $23.78M | 5.4% | +261.2K | New |
| 8 | Williams Cos Inc | 225.8K | $16.43M | 3.7% | −2.8K | Reduced |
| 9 | Energy Vault Holdings Inc | 4.45M | $14.67M | 3.3% | −493.0K | Reduced |
| 10 | Cameco Corp | 72.8K | $11.00M | 2.5% | −27.2K | Reduced |
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