13F HOLDINGS REPORT
SailingStone Capital Partners LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001420506-26-000468
Total Value
$402.5M
Positions
15
Other Managers
1
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COMPASS MINERALS INTL INC | COMP | 5,414,067 | $106.3M | 26.42% |
| 2 | IVANHOE ELECTRIC INC | IE | 3,781,417 | $60.4M | 15.01% |
| 3 | LINDE PLC | LIN | 104,245 | $44.4M | 11.04% |
| 4 | ENTERPRISE PRODS PARTNERS L | 293792107 | 1,150,631 | $36.9M | 9.17% |
| 5 | RANGE RES CORP | RRC | 1,044,665 | $36.8M | 9.15% |
| 6 | ANTERO RESOURCES CORP | AR | 869,229 | $30.0M | 7.44% |
| 7 | ENERGY VAULT HOLDINGS INC | NRGV | 4,938,000 | $22.8M | 5.66% |
| 8 | WILLIAMS COS INC | 969457100 | 228,624 | $13.7M | 3.41% |
| 9 | CAMECO CORP | CCJ | 100,025 | $12.6M | 3.12% |
| 10 | NUTRIEN LTD | NTR | 171,619 | $10.6M | 2.63% |
| 11 | CONSTELLATION ENERGY CORP | CEG | 22,000 | $7.8M | 1.93% |
| 12 | HUBBELL INC | HUBB | 12,010 | $5.3M | 1.33% |
| 13 | MATERION CORP | MTRN | 42,322 | $5.3M | 1.31% |
| 14 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 69,715 | $4.8M | 1.19% |
| 15 | MARTIN MARIETTA MATLS INC | 573284106 | 7,620 | $4.7M | 1.18% |