SailingStone Capital Partners LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SC SailingStone Capital Partners LLC | Institutional Filer | ▲ 9.39% | $440.3M | 17 |
Current Portfolio Holdings
Showing all 17 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CMP | Compass Minerals International, Inc. | Basic Materials | 4.8M | $112.7M | 25.59% |
| 2 | LIN | Linde plc | Basic Materials | 110K | $54.5M | 12.38% |
| 3 | RRC | Range Resources Corporation | Energy | 982K | $44.4M | 10.08% |
| 4 | EPD | Enterprise Products Partners L.P. | Energy | 1.1M | $42.8M | 9.71% |
| 5 | IE | Ivanhoe Electric Inc. | Technology | 3.0M | $36.0M | 8.18% |
| 6 | AR | Antero Resources Corporation | Energy | 844K | $35.8M | 8.14% |
| 7 | WFG | West Fraser Timber Co. Ltd. | Basic Materials | 261K | $23.8M | 5.40% |
| 8 | WMB | The Williams Companies, Inc. | Energy | 226K | $16.4M | 3.73% |
| 9 | NRGV | Energy Vault Holdings, Inc. | Utilities | 4.4M | $14.7M | 3.33% |
| 10 | CCJ | Cameco Corporation | Energy | 73K | $11.0M | 2.50% |
| 11 | NTR | Nutrien Ltd. | Basic Materials | 134K | $10.1M | 2.30% |
| 12 | CEG | Constellation Energy Corporation | Utilities | 32K | $9.0M | 2.05% |
| 13 | NaN | METALS ACQUISITION CORP II | — | 875K | $8.8M | 2.01% |
| 14 | MTRN | Materion Corporation | Basic Materials | 42K | $6.1M | 1.39% |
| 15 | HUBB | Hubbell Incorporated | Industrials | 12K | $5.9M | 1.33% |
Showing 1 to 15 of 17 holdings