SailingStone Capital Partners LLC
CIK 1608904 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- CMP29.54%
- IE14.74%
- MTAL9.32%
- LIN8.14%
- EPD7.59%
- CCJ7.15%
- RRC7.00%
- WMB3.65%
- AR3.32%
- CEG2.12%
Share classes counted separately92.57%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CMPWeight increased · +8.15 pp21.39% → 29.54%Shares -640.67K (-10.33%)
- ARWeight decreased · -6.09 pp9.41% → 3.32%Shares -314.65K (-50.18%)
- RRCWeight decreased · -5.76 pp12.76% → 7.00%Shares -209.95K (-24.38%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 16
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CMPCOMPASS MINERALS INTERNATION View history and evidence | $111.78M | 29.54% | 5.56M shares | 21.39% → 29.54%+8.15 pp -640.67K (-10.33%) | Reduced | ↗▾ |
| 02 | IEIVANHOE ELECTRIC INC / US View history and evidence | $55.80M | 14.74% | 6.15M shares | 14.33% → 14.74%+0.41 pp -495.30K (-7.45%) | Reduced | ↗▾ |
| 03 | MTALMETALS ACQUISITION LTD-AORD SHS View history and evidence | $35.26M | 9.32% | 2.92M shares | 10.16% → 9.32%-0.84 pp +46.22K (+1.61%) | Added | ↗▾ |
| 04 | LINLINDE PLCSHS View history and evidence | $30.82M | 8.14% | 65.70K shares | 9.39% → 8.14%-1.25 pp +11.33K (+20.84%) | Added | ↗▾ |
| 05 | EPDENTERPRISE PRODUCTS PARTNERS View history and evidence | $28.71M | 7.59% | 925.97K shares | 5.74% → 7.59%+1.85 pp +472.98K (+104.41%) | Added | ↗▾ |
| 06 | CCJCAMECO CORP View history and evidence | $27.07M | 7.15% | 267.47K shares | 5.90% → 7.15%+1.25 pp -959 (-0.36%) | Reduced | ↗▾ |
| 07 | RRCRANGE RESOURCES CORP View history and evidence | $26.49M | 7.00% | 651.35K shares | 12.76% → 7.00%-5.76 pp -209.95K (-24.38%) | Reduced | ↗▾ |
| 08 | WMBWILLIAMS COS INC View history and evidence | $13.80M | 3.65% | 219.73K shares | 5.22% → 3.65%-1.57 pp -15.83K (-6.72%) | Reduced | ↗▾ |
| 09 | ARANTERO RESOURCES CORP View history and evidence | $12.58M | 3.32% | 312.37K shares | 9.41% → 3.32%-6.09 pp -314.65K (-50.18%) | Reduced | ↗▾ |
| 10 | CEGCONSTELLATION ENERGY View history and evidence | $8.03M | 2.12% | 24.89K shares | Prior unavailable +24.89K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1608904 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 378480020
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.