SailingStone Capital Partners LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WEST FRASER TIMBER LTD(WFG) | 0 | 261,199 | +261,199 | 0 | 23,782,169 | 5.40% | +23,782,169 |
| LINDE PLC(LIN) | 104,245 | 109,958 | +5,713 | 44,449,026 | 54,512,778 | 12.38% | +10,063,752 |
| METALS ACQUISITION CORP II | 0 | 875,000 | +875,000 | 0 | 8,828,750 | 2.01% | +8,828,750 |
| RANGE RES CORP(RRC) | 1,044,665 | 982,031 | -62,634 | 36,834,888 | 44,368,161 | 10.08% | +7,533,273 |
| COMPASS MINERALS INTL INC(CMP) | 5,414,067 | 4,825,611 | -588,456 | 106,332,276 | 112,678,017 | 25.59% | +6,345,741 |
| ANTERO RESOURCES CORP(AR) | 869,229 | 844,266 | -24,963 | 29,953,631 | 35,830,649 | 8.14% | +5,877,018 |
| ENTERPRISE PRODS PARTNERS L(EPD) | 1,150,631 | 1,129,954 | -20,677 | 36,889,230 | 42,757,459 | 9.71% | +5,868,229 |
| ILLIAMS COS INC(WMB) | 228,624 | 225,779 | -2,845 | 13,742,589 | 16,432,196 | 3.73% | +2,689,607 |
| CONSTELLATION ENERGY CORP(CEG) | 22,000 | 32,360 | +10,360 | 7,771,940 | 9,036,530 | 2.05% | +1,264,590 |
| MATERION CORP(MTRN) | 42,322 | 42,322 | 0 | 5,261,471 | 6,121,877 | 1.39% | +860,406 |
| HUBBELL INC(HUBB) | 12,010 | 11,960 | -50 | 5,333,761 | 5,869,250 | 1.33% | +535,489 |
| MARTIN MARIETTA MATLS INC(MLM) | 7,620 | 7,620 | 0 | 4,744,669 | 4,485,742 | 1.02% | -258,927 |
| NUTRIEN LTD(NTR) | 171,619 | 133,973 | -37,646 | 10,592,325 | 10,109,603 | 2.30% | -482,722 |
| SOCIEDAD QUIMICA Y MINERA DE(SQM) | 69,715 | 46,427 | -23,288 | 4,796,392 | 3,757,801 | 0.85% | -1,038,591 |
| CAMECO CORP(CCJ) | 100,025 | 72,835 | -27,190 | 12,571,142 | 10,996,628 | 2.50% | -1,574,514 |
| ENERGY VAULT HOLDINGS INC | 4,938,000 | 4,445,017 | -492,983 | 22,764,180 | 14,668,556 | 3.33% | -8,095,624 |
| VANHOE ELECTRIC INC(IE) | 3,781,417 | 3,048,474 | -732,943 | 60,427,044 | 36,032,963 | 8.18% | -24,394,081 |