SailingStone Capital Partners LLC
Net buyer this quarter
$534M
18
+$60.1M
83.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CMP | $104M | 19.53% | 7.99% | -30.6% | Q3 2014 |
 RRC | $55.9M | 10.47% | 0.64% | +53.2% | Q3 2014 |
 LIN | $50.6M | 9.47% | 0.02% | -11.3% | Q1 2021 |
 AR | $48.1M | 9.01% | 0.44% | +62.2% | Q3 2014 |
 EPD | $41.8M | 7.82% | 0.05% | +0.5% | Q3 2022 |
 IE | $40.3M | 7.55% | 2.63% | +37.6% | Q2 2022 |
 WFG | $39.6M | 7.41% | Not reported | +57.8% | Q1 2026 |
 MOS | $25.2M | 4.71% | 0.37% | Not reported | Q3 2014 |
 NRGV | $21M | 3.94% | 2.48% | +0.5% | Q1 2022 |
 NTR | $18.2M | 3.40% | 0.05% | +115.2% | Q3 2022 |
 WMB | $16.1M | 3.00% | 0.02% | -4.4% | Q2 2024 |
 MUR | $15.9M | 2.97% | 0.34% | New | Q2 2026 |
 HUBB | $14.3M | 2.68% | 0.05% | +128.5% | Q2 2025 |
 MLM | $13.3M | 2.50% | 0.04% | +203.8% | Q2 2025 |
 CCJ | $10.6M | 1.98% | 0.02% | +0.5% | Q2 2021 |
 CEG | $9.64M | 1.80% | 0.01% | +19.9% | Q2 2025 |
 MTAL | $8.93M | 1.67% | Not reported | New | Q2 2026 |
 SQM | $277K | 0.05% | 0.00% | -91.9% | Q3 2014 |
| Q1 2026 | |||||
| CMP | $113M | 25.59% | 11.53% | -10.9% | Q3 2014 |
| LIN | $54.5M | 12.38% | 0.02% | +5.5% | Q1 2021 |
| RRC | $44.4M | 10.08% | 0.42% | -6.0% | Q3 2014 |
| EPD | $42.8M | 9.71% | 0.05% | -1.8% | Q3 2022 |
| IE | $36M | 8.18% | 1.93% | -19.4% | Q2 2022 |
| AR | $35.8M | 8.14% | 0.27% | -2.9% | Q3 2014 |
| WFG | $23.8M | 5.40% | Not reported | New | Q1 2026 |
| WMB | $16.4M | 3.73% | 0.02% | -1.2% | Q2 2024 |
| NRGV | $14.7M | 3.33% | 2.55% | -10.0% | Q1 2022 |
| CCJ | $11M | 2.50% | 0.02% | -27.2% | Q2 2021 |
| NTR | $10.1M | 2.30% | 0.02% | -21.9% | Q3 2022 |
| CEG | $9.04M | 2.05% | 0.01% | +47.1% | Q2 2025 |
| MTAL.U | $8.83M | 2.01% | Not reported | New | Q1 2026 |
 MTRN | $6.12M | 1.39% | 0.20% | Not reported | Q2 2025 |
| HUBB | $5.87M | 1.33% | 0.02% | -0.4% | Q2 2025 |
| MLM | $4.49M | 1.02% | 0.01% | Not reported | Q2 2025 |
| SQM | $3.76M | 0.85% | 0.02% | -33.4% | Q3 2014 |
| Q4 2025 | |||||
| CMP | $106M | 26.42% | 12.95% | +6.1% | Q3 2014 |
| IE | $60.4M | 15.01% | 2.60% | -27.0% | Q2 2022 |
| LIN | $44.4M | 11.04% | 0.02% | +45.2% | Q1 2021 |
| EPD | $36.9M | 9.17% | 0.05% | +18.7% | Q3 2022 |
| RRC | $36.8M | 9.15% | 0.44% | +8.9% | Q3 2014 |
| AR | $30M | 7.44% | 0.28% | +60.0% | Q3 2014 |
| NRGV | $22.8M | 5.66% | 2.92% | -28.9% | Q1 2022 |
| WMB | $13.7M | 3.41% | 0.02% | +15.6% | Q2 2024 |
| CCJ | $12.6M | 3.12% | 0.02% | -38.6% | Q2 2021 |
| NTR | $10.6M | 2.63% | 0.03% | +147.7% | Q3 2022 |
| CEG | $7.77M | 1.93% | 0.01% | -11.6% | Q2 2025 |
| HUBB | $5.33M | 1.33% | 0.02% | +14.5% | Q2 2025 |
| MTRN | $5.26M | 1.31% | 0.20% | -19.4% | Q2 2025 |
| SQM | $4.8M | 1.19% | 0.03% | -44.4% | Q3 2014 |
| MLM | $4.74M | 1.18% | 0.01% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| CMP | $98M | 25.67% | 12.25% | -8.3% | Q3 2014 |
| IE | $65M | 17.01% | 3.89% | -15.8% | Q2 2022 |
| RRC | $36.1M | 9.45% | 0.40% | +47.3% | Q3 2014 |
| LIN | $34.1M | 8.93% | 0.02% | +9.3% | Q1 2021 |
| EPD | $30.3M | 7.94% | 0.04% | +4.7% | Q3 2022 |
| NRGV | $20.6M | 5.40% | 4.17% | -15.3% | Q1 2022 |
| CCJ | $19M | 4.98% | 0.04% | -39.1% | Q2 2021 |
| AR | $18.2M | 4.77% | 0.18% | +73.9% | Q3 2014 |
| WMB | $12.5M | 3.28% | 0.02% | -10.0% | Q2 2024 |
| CEG | $8.19M | 2.14% | 0.01% | Not reported | Q2 2025 |
| MTRN | $6.35M | 1.66% | 0.25% | Not reported | Q2 2025 |
| SQM | $5.39M | 1.41% | 0.05% | -20.4% | Q3 2014 |
| MLM | $4.8M | 1.26% | 0.01% | Not reported | Q2 2025 |
| HUBB | $4.51M | 1.18% | 0.02% | Not reported | Q2 2025 |
| NTR | $4.07M | 1.07% | 0.01% | Not reported | Q3 2022 |