Q2 2026 13F · SEC CIK 1608904
SailingStone Capital Partners LLC
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $534.3M
- Reported positions
- 19
- Top holdings a year, 3 yrs
- +22.4%
- Average holding period
- 5.0 yrs
SailingStone Capital Partners LLC is a hedge fund that reported 19 positions worth $534.3M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Compass Minerals International, Inc. (CMP, 19.5%), Range Res Corp (RRC, 10.5%), Linde PLC (LIN, 9.5%). A portfolio copying its top holdings returned 22.4% a year over the last 3 years, against 20.4% for the S&P 500.
SailingStone Capital Partners LLC holdings all 19 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| CMPCompass Minerals International, Inc. | 19.5% | -30.6% | $104.3M |
| RRCRange Res Corp | 10.5% | +53.2% | $55.9M |
| LINLinde PLC | 9.5% | -11.3% | $50.6M |
| ARAntero Resources Corp | 9.0% | +62.2% | $48.1M |
| EPDEnterprise Prods Partners L | 7.8% | +0.5% | $41.8M |
| IEIvanhoe Electric Inc | 7.5% | +37.6% | $40.3M |
| WFGWest Fraser Timber Ltd | 7.4% | +57.8% | $39.6M |
| MOSMosaic Co | 4.7% | — | $25.2M |
| NRGVEnergy Vault Holdings Inc | 3.9% | +0.5% | $21.0M |
| NTRNutrien Ltd | 3.4% | +115.2% | $18.2M |
| WMBWilliams Cos | 3.0% | -4.4% | $16.1M |
| MURMurphy Oil Corp | 3.0% | — | $15.9M |
| HUBBHubbell Inc | 2.7% | +128.5% | $14.3M |
| MLMMartin Marietta Matls Inc | 2.5% | +203.8% | $13.3M |
| CCJCameco Corp | 2.0% | +0.5% | $10.6M |
| CEGConstellation Energy Corp | 1.8% | +19.9% | $9.6M |
| MTALMetals Acquisition Corp II | 1.7% | — | $8.9M |
| G60420117Metals Acquisition Corp II | 0.1% | — | $344K |
| SQMSociedad Quimica Y Minera de | 0.1% | -91.9% | $277K |
What SailingStone Capital Partners LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- MOS Mosaic Co4.7% of 13F
- MUR Murphy Oil Corp3.0% of 13F
- MTAL Metals Acquisition Corp II1.7% of 13F
- Metals Acquisition Corp II0.1% of 13F
Added to
- MLM Martin Marietta Matls Inc+203.8% shares
- HUBB Hubbell Inc+128.5% shares
- NTR Nutrien Ltd+115.2% shares
- AR Antero Resources Corp+62.2% shares
- WFG West Fraser Timber Ltd+57.8% shares
- RRC Range Res Corp+53.2% shares
- IE Ivanhoe Electric Inc+37.6% shares
- CEG Constellation Energy Corp+19.9% shares
Reduced
- SQM Sociedad Quimica Y Minera de-91.9% shares
- CMP Compass Minerals International, Inc.-30.6% shares
- LIN Linde PLC-11.3% shares
Sold out
- MTAL-UN Metals Acquisition Corp IIwas 2.0%
- MTRN Materion Corpwas 1.4%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +27.9% /yr
- S&P 500 +20.1%
- 3 years
- +22.4% /yr
- S&P 500 +20.4%
- 5 years
- +33.4% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $534.3M | 19 |
| Q1 2026 | $440.3M | 17 |
| Q4 2025 | $402.5M | 15 |
| Q3 2025 | $381.9M | 16 |
| Q2 2025 | $378.5M | 16 |
| Q1 2025 | $269.5M | 12 |
| Q4 2024 | $301.5M | 11 |
| Q3 2024 | $318.2M | 14 |
| Q2 2024 | $282.4M | 14 |
| Q1 2024 | $275.6M | 14 |
| Q4 2023 | $271.3M | 12 |
| Q3 2023 | $340.3M | 12 |
Questions about SailingStone Capital Partners LLC's portfolio
What stocks does SailingStone Capital Partners LLC own?
SailingStone Capital Partners LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 19 positions worth $534.3M. The largest are Compass Minerals International, Inc. (CMP) at 19.5%, Range Res Corp (RRC) at 10.5%, Linde PLC (LIN) at 9.5%, Antero Resources Corp (AR) at 9.0% and Enterprise Prods Partners L (EPD) at 7.8%.
What did SailingStone Capital Partners LLC buy last quarter?
In Q2 2026, SailingStone Capital Partners LLC added a new position in Mosaic Co (MOS), a new position in Murphy Oil Corp (MUR), a new position in Metals Acquisition Corp II (MTAL), a new position in Metals Acquisition Corp II, Martin Marietta Matls Inc (MLM) (+203.8% shares), Hubbell Inc (HUBB) (+128.5% shares) and Nutrien Ltd (NTR) (+115.2% shares), compared with its Q1 2026 filing.
What did SailingStone Capital Partners LLC sell last quarter?
In Q2 2026, SailingStone Capital Partners LLC sold all of Metals Acquisition Corp II (MTAL-UN), sold all of Materion Corp (MTRN), Sociedad Quimica Y Minera de (SQM) (-91.9% shares), Compass Minerals International, Inc. (CMP) (-30.6% shares) and Linde PLC (LIN) (-11.3% shares), compared with its Q1 2026 filing.
How has SailingStone Capital Partners LLC's portfolio performed?
A portfolio copying SailingStone Capital Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +27.9% against +20.1%. Over 5 years: +33.4% a year against +11.6%.
When is SailingStone Capital Partners LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. SailingStone Capital Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.