Sailingstone Capital Partners LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 12Value: $269.5MLatest: 2025Q1

SailingStone Capital Partners LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 12 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NTR",
  "AR",
  "NRGV",
  "IE",
  "MTAL",
  "LIN",
  "RRC",
  "SQM",
  "WMB",
  "CCJ",
  "CMP",
  "EPD"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 12
Total Value: 269511533
Accession Number: 0001420506-25-001162
Form Type: 13F-HR
CIK: sailingstone-capital-partners
Manager Name: Sailingstone-Capital-Partners

Data Enrichment

100% identified

12 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

12 positions • $269.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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COMPASS MINERALS INTERNATIONAL INC

CMP|20451N101

Shares:6.2M

Value:$57.6M

% of Portfolio:21.4% ($57.6M/$269.5M)

Ivanhoe Electric Inc.

IE|46578C108

Shares:6.6M

Value:$38.6M

% of Portfolio:14.3% ($38.6M/$269.5M)

RANGE RESOURCES CORP

RRC|75281A109

Shares:861.3K

Value:$34.4M

% of Portfolio:12.8% ($34.4M/$269.5M)

MAC Copper Ltd

MTAL|G60409110

Shares:2.9M

Value:$27.4M

% of Portfolio:10.2% ($27.4M/$269.5M)

ANTERO RESOURCES Corp

AR|03674X106

Shares:627.0K

Value:$25.4M

% of Portfolio:9.4% ($25.4M/$269.5M)

LINDE PLC

LIN|G54950103

Shares:54.4K

Value:$25.3M

% of Portfolio:9.4% ($25.3M/$269.5M)

CAMECO CORP

CCJ|13321L108

Shares:268.4K

Value:$15.9M

% of Portfolio:5.9% ($15.9M/$269.5M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:453.0K

Value:$15.5M

% of Portfolio:5.7% ($15.5M/$269.5M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:235.6K

Value:$14.1M

% of Portfolio:5.2% ($14.1M/$269.5M)

Nutrien Ltd.

NTR|67077M108

Shares:135.3K

Value:$6.7M

% of Portfolio:2.5% ($6.7M/$269.5M)

Energy Vault Holdings, Inc.

NRGV|29280W109

Shares:8.2M

Value:$5.7M

% of Portfolio:2.1% ($5.7M/$269.5M)

CHEMICAL & MINING CO OF CHILE INC

SQM|833635105

Shares:73.6K

Value:$2.9M

% of Portfolio:1.1% ($2.9M/$269.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COMPASS MINERALS INTERNATIONAL INC(CMPcusip20451N101)	6.2M	QoQ +14.32% (-777.7K) YoY +469.27% (+5.1M)	All Managers (Combined)	$57.6M	21.4% ($57.6M/$269.5M)	QoQ -5.58% (-$3.4M) YoY +235.99% (+$40.5M)
Ivanhoe Electric Inc.(IEcusip46578C108)	6.6M	QoQ +21.19% (-1.2M) YoY +24.45% (-1.3M)	All Managers (Combined)	$38.6M	14.3% ($38.6M/$269.5M)	QoQ -6.73% (-$2.8M) YoY -26.21% (-$13.7M)
RANGE RESOURCES CORP(RRCcusip75281A109)	861.3K	QoQ -20.24% (-218.6K) YoY -10.92% (-105.7K)	All Managers (Combined)	$34.4M	12.8% ($34.4M/$269.5M)	QoQ -11.48% (-$4.5M) YoY +3.30% (-$1.1M)
MAC Copper Ltd(MTALcusipG60409110)	2.9M	QoQ +9.00% (-237.0K) YoY +25.67% (-586.4K)	All Managers (Combined)	$27.4M	10.2% ($27.4M/$269.5M)	QoQ -2.08% (-$582.9K) YoY -6.69% (-$2.0M)
ANTERO RESOURCES Corp(ARcusip03674X106)	627.0K	QoQ -29.43% (-261.6K) YoY -47.24% (-561.6K)	All Managers (Combined)	$25.4M	9.4% ($25.4M/$269.5M)	QoQ -18.58% (-$5.8M) YoY -26.43% (-$9.1M)
LINDE PLC(LINcusipG54950103)	54.4K	QoQ -12.00% (-7.4K) YoY -3.91% (-2.2K)	All Managers (Combined)	$25.3M	9.4% ($25.3M/$269.5M)	QoQ -2.12% (-$550.8K) YoY -3.64% (-$956.7K)
CAMECO CORP(CCJcusip13321L108)	268.4K	QoQ +37.46% (+73.2K) YoY -12.09% (-36.9K)	All Managers (Combined)	$15.9M	5.9% ($15.9M/$269.5M)	QoQ +10.21% (+$1.5M) YoY -11.16% (-$2.0M)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	453.0K	QoQ -24.44% (-146.5K) YoY -51.14% (-474.3K)	All Managers (Combined)	$15.5M	5.7% ($15.5M/$269.5M)	QoQ -17.74% (-$3.3M) YoY -42.84% (-$11.6M)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	235.6K	QoQ -23.71% (-73.2K) YoY NEW(+235.6K)	All Managers (Combined)	$14.1M	5.2% ($14.1M/$269.5M)	QoQ -15.76% (-$2.6M) YoY NEW(+$14.1M)
Nutrien Ltd.(NTRcusip67077M108)	135.3K	QoQ -6.88% (-10.0K) YoY -28.24% (-53.3K)	All Managers (Combined)	$6.7M	2.5% ($6.7M/$269.5M)	QoQ +3.35% (-$218.2K) YoY -34.37% (-$3.5M)
Energy Vault Holdings, Inc.(NRGVcusip29280W109)	8.2M	QoQ 0.00% (-0) YoY +0.73% (-59.9K)	All Managers (Combined)	$5.7M	2.1% ($5.7M/$269.5M)	QoQ -69.49% (-$13.0M) YoY -60.86% (-$8.9M)
CHEMICAL & MINING CO OF CHILE INC(SQMcusip833635105)	73.6K	QoQ NEW(+73.6K) YoY NEW(+73.6K)	All Managers (Combined)	$2.9M	1.1% ($2.9M/$269.5M)	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)