Fund HoldingsSailingStone Capital Partners LLC

Total Portfolio Value
$534.30M
Total Bought
$127.96M
Total Sold
$31.09M
Net Transaction
+$96.87M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MOSAIC CO(MOS)01,187,332+1,187,332025,1604.71%+25,160
MURPHY OIL CORP(MUR)0486,854+486,854015,8522.97%+15,852
WEST FRASER TIMBER CO LTD(WFG)261,199412,177+150,97823,78239,5737.41%+15,791
ANTERO RESOURCES CORP(AR)844,2661,369,303+525,03735,83148,1179.01%+12,287
RANGE RES CORP(RRC)982,0311,504,350+522,31944,36855,94710.47%+11,579
METALS ACQUISITION CORP II0879,729+879,72908,9291.67%+8,929
MARTIN MARIETTA MATLS INC(MLM)7,62023,147+15,5274,48613,3492.50%+8,863
HUBBELL INC(HUBB)11,96027,328+15,3685,86914,2982.68%+8,429
NUTRIEN LTD(NTR)133,973288,350+154,37710,11018,1523.40%+8,042
ENERGY VAULT HOLDINGS INC4,445,0174,469,075+24,05814,66921,0493.94%+6,381
IVANHOE ELECTRIC INC(IE)3,048,4744,195,373+1,146,89936,03340,3187.55%+4,285
CONSTELLATION ENERGY CORP(CEG)32,36038,795+6,4359,0379,6361.80%+599
METALS ACQUISITION CORP II0313,092+313,09203440.06%+344
WILLIAMS COS INC(WMB)225,779215,914-9,86516,43216,0513.00%-381
CAMECO CORP(CCJ)72,83573,227+39210,99710,5771.98%-420
ENTERPRISE PRODS PARTNERS L(EPD)1,129,9541,135,960+6,00642,75741,7587.82%-1,000
SOCIEDAD QUIMICA Y MINERA DE(SQM)46,4273,745-42,6823,7582770.05%-3,481
LINDE PLC(LIN)109,95897,484-12,47454,51350,5889.47%-3,924
MATERION CORP(MTRN)42,3220-42,3226,1220-6,122
COMPASS MINERALS INTL INC(CMP)4,825,6113,351,366-1,474,245112,678104,32819.53%-8,350
METALS ACQUISITION CORP II875,0000-875,0008,8290-8,829
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