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) | 0 | 109,958 | +109,958 | 0 | 54,512,778 | 12.38% | +54,512,778 |
| METALS ACQUISITION CORP II | 0 | 875,000 | +875,000 | 0 | 8,828,750 | 2.01% | +8,828,750 |
| RANGE RES CORP(RRC) | 0 | 982,031 | +982,031 | 0 | 44,368,161 | 10.08% | +44,368,161 |
| COMPASS MINERALS INTL INC(CMP) | 0 | 4,825,611 | +4,825,611 | 0 | 112,678,017 | 25.59% | +112,678,017 |
| ANTERO RESOURCES CORP(AR) | 0 | 844,266 | +844,266 | 0 | 35,830,649 | 8.14% | +35,830,649 |
| ENTERPRISE PRODS PARTNERS L(EPD) | 0 | 1,129,954 | +1,129,954 | 0 | 42,757,459 | 9.71% | +42,757,459 |
| ILLIAMS COS INC(WMB) | 0 | 225,779 | +225,779 | 0 | 16,432,196 | 3.73% | +16,432,196 |
| CONSTELLATION ENERGY CORP(CEG) | 0 | 32,360 | +32,360 | 0 | 9,036,530 | 2.05% | +9,036,530 |
| MATERION CORP(MTRN) | 0 | 42,322 | +42,322 | 0 | 6,121,877 | 1.39% | +6,121,877 |
| HUBBELL INC(HUBB) | 0 | 11,960 | +11,960 | 0 | 5,869,250 | 1.33% | +5,869,250 |
| MARTIN MARIETTA MATLS INC(MLM) | 0 | 7,620 | +7,620 | 0 | 4,485,742 | 1.02% | +4,485,742 |
| NUTRIEN LTD(NTR) | 0 | 133,973 | +133,973 | 0 | 10,109,603 | 2.30% | +10,109,603 |
| SOCIEDAD QUIMICA Y MINERA DE(SQM) | 0 | 46,427 | +46,427 | 0 | 3,757,801 | 0.85% | +3,757,801 |
| CAMECO CORP(CCJ) | 0 | 72,835 | +72,835 | 0 | 10,996,628 | 2.50% | +10,996,628 |
| ENERGY VAULT HOLDINGS INC | 0 | 4,445,017 | +4,445,017 | 0 | 14,668,556 | 3.33% | +14,668,556 |
| VANHOE ELECTRIC INC(IE) | 0 | 3,048,474 | +3,048,474 | 0 | 36,032,963 | 8.18% | +36,032,963 |