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SailingStone Capital Partners LLC

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13F filer, CIK 1608904, Houston, TX

SailingStone Capital Partners LLC reported $402,464,564 across 15 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 93.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000468

Period
2025-12-31
Reported value
$402M
Holdings
15
Top 10 weight
93.07%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LINadded+32,429$13.8M
ARadded+326,071$11.2M
NTRadded+102,337$6.32M
CMPadded+308,957$6.07M
EPDadded+181,356$5.81M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IEreduced-1,395,966-$22.3M
MAC Copper Ltdexited-1,201,437-$14.7M
NRGVreduced-2,009,922-$9.27M
CCJreduced-62,794-$7.89M
SQMreduced-55,758-$3.84M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001420506-26-000468, largest first. % of portfolio is the value over $402,464,564, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CMPCOMPASS MINERALS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775,013 shares; 2024Q4: 5,427,142 shares; 2025Q1: 6,204,842 shares; 2025Q2: 5,564,167 shares; 2025Q3: 5,105,110 shares; 2025Q4: 5,414,067 shares 5,414,067$106M26.42%+308,957Timeline
IEIVANHOE ELECTRIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,484,720 shares; 2024Q4: 5,484,720 shares; 2025Q1: 6,647,250 shares; 2025Q2: 6,151,954 shares; 2025Q3: 5,177,383 shares; 2025Q4: 3,781,417 shares 3,781,417$60.4M15.01%-1,395,966Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,123 shares; 2024Q4: 61,783 shares; 2025Q1: 54,368 shares; 2025Q2: 65,698 shares; 2025Q3: 71,816 shares; 2025Q4: 104,245 shares 104,245$44.4M11.04%+32,429Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,458 shares; 2024Q4: 599,515 shares; 2025Q1: 452,986 shares; 2025Q2: 925,970 shares; 2025Q3: 969,275 shares; 2025Q4: 1,150,631 shares 1,150,631$36.9M9.17%+181,356Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079,901 shares; 2024Q4: 1,079,901 shares; 2025Q1: 861,298 shares; 2025Q2: 651,351 shares; 2025Q3: 959,340 shares; 2025Q4: 1,044,665 shares 1,044,665$36.8M9.15%+85,325Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144,931 shares; 2024Q4: 888,592 shares; 2025Q1: 627,023 shares; 2025Q2: 312,371 shares; 2025Q3: 543,158 shares; 2025Q4: 869,229 shares 869,229$30M7.44%+326,071Timeline
NRGVENERGY VAULT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,207,328 shares; 2024Q4: 8,207,328 shares; 2025Q1: 8,207,328 shares; 2025Q2: 8,207,328 shares; 2025Q3: 6,947,922 shares; 2025Q4: 4,938,000 shares 4,938,000$22.8M5.66%-2,009,922Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,902 shares; 2024Q4: 308,778 shares; 2025Q1: 235,560 shares; 2025Q2: 219,734 shares; 2025Q3: 197,734 shares; 2025Q4: 228,624 shares 228,624$13.7M3.41%+30,890Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,333 shares; 2024Q4: 195,267 shares; 2025Q1: 268,429 shares; 2025Q2: 267,470 shares; 2025Q3: 162,819 shares; 2025Q4: 100,025 shares 100,025$12.6M3.12%-62,794Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,295 shares; 2024Q4: 145,295 shares; 2025Q1: 135,295 shares; 2025Q2: 69,282 shares; 2025Q3: 69,282 shares; 2025Q4: 171,619 shares 171,619$10.6M2.63%+102,337Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,890 shares; 2025Q3: 24,890 shares; 2025Q4: 22,000 shares 22,000$7.77M1.93%-2,890Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,490 shares; 2025Q3: 10,490 shares; 2025Q4: 12,010 shares 12,010$5.33M1.33%+1,520Timeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,522 shares; 2025Q3: 52,522 shares; 2025Q4: 42,322 shares 42,322$5.26M1.31%-10,200Timeline
SQMSOCIEDAD QUIMICA Y MINERA DEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,580 shares; 2025Q2: 157,699 shares; 2025Q3: 125,473 shares; 2025Q4: 69,715 shares 69,715$4.8M1.19%-55,758Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,620 shares; 2025Q3: 7,620 shares; 2025Q4: 7,620 shares 7,620$4.74M1.18%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MAC Copper LtdMAC Copper Ltd1,201,437$14.7Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-000468 base2026-02-17acceptance time not in the bulk data set