13F HOLDINGS REPORT
SailingStone Capital Partners LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002011
Total Value
$378.5M
Positions
16
Other Managers
1
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COMPASS MINERALS INTL INC | COMP | 5,564,167 | $111.8M | 29.54% |
| 2 | IVANHOE ELECTRIC INC | IE | 6,151,954 | $55.8M | 14.74% |
| 3 | MAC COPPER LIMITED | G60409110 | 2,916,634 | $35.3M | 9.32% |
| 4 | LINDE PLC | LIN | 65,698 | $30.8M | 8.14% |
| 5 | ENTERPRISE PRODS PARTNERS L | 293792107 | 925,970 | $28.7M | 7.59% |
| 6 | CAMECO CORP | CCJ | 267,470 | $27.1M | 7.15% |
| 7 | RANGE RES CORP | RRC | 651,351 | $26.5M | 7.00% |
| 8 | WILLIAMS COS INC | 969457100 | 219,734 | $13.8M | 3.65% |
| 9 | ANTERO RESOURCES CORP | AR | 312,371 | $12.6M | 3.32% |
| 10 | CONSTELLATION ENERGY CORP | CEG | 24,890 | $8.0M | 2.12% |
| 11 | ENERGY VAULT HOLDINGS INC | NRGV | 8,207,328 | $5.9M | 1.55% |
| 12 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 157,699 | $5.6M | 1.47% |
| 13 | HUBBELL INC | HUBB | 10,490 | $4.3M | 1.13% |
| 14 | MARTIN MARIETTA MATLS INC | 573284106 | 7,620 | $4.2M | 1.11% |
| 15 | MATERION CORP | MTRN | 52,522 | $4.2M | 1.10% |
| 16 | NUTRIEN LTD | NTR | 69,282 | $4.0M | 1.07% |