13F HOLDINGS REPORT
SailingStone Capital Partners LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003242
Total Value
$381.9M
Positions
16
Other Managers
1
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COMPASS MINERALS INTL INC | COMP | 5,105,110 | $98.0M | 25.67% |
| 2 | IVANHOE ELECTRIC INC | IE | 5,177,383 | $65.0M | 17.01% |
| 3 | RANGE RES CORP | RRC | 959,340 | $36.1M | 9.45% |
| 4 | LINDE PLC | LIN | 71,816 | $34.1M | 8.93% |
| 5 | ENTERPRISE PRODS PARTNERS L | 293792107 | 969,275 | $30.3M | 7.94% |
| 6 | ENERGY VAULT HOLDINGS INC | NRGV | 6,947,922 | $20.6M | 5.40% |
| 7 | CAMECO CORP | CCJ | 162,819 | $19.0M | 4.98% |
| 8 | ANTERO RESOURCES CORP | AR | 543,158 | $18.2M | 4.77% |
| 9 | MAC COPPER LIMITED | G60409110 | 1,201,437 | $14.7M | 3.84% |
| 10 | WILLIAMS COS INC | 969457100 | 197,734 | $12.5M | 3.28% |
| 11 | CONSTELLATION ENERGY CORP | CEG | 24,890 | $8.2M | 2.14% |
| 12 | MATERION CORP | MTRN | 52,522 | $6.3M | 1.66% |
| 13 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 125,473 | $5.4M | 1.41% |
| 14 | MARTIN MARIETTA MATLS INC | 573284106 | 7,620 | $4.8M | 1.26% |
| 15 | HUBBELL INC | HUBB | 10,490 | $4.5M | 1.18% |
| 16 | NUTRIEN LTD | NTR | 69,282 | $4.1M | 1.07% |