Filed: 2/14/2025ACC: 0001420506-25-000453
📋 What this filing means
SAILINGSTONE CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $301.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$301.46M
Total AUM (reported)
25.03M
Total Shares
Allocation by class
COM$247.62M82.1%
ORD SHS$27.97M9.3%
SHS$25.87M8.6%
Portfolio Concentration
Top 3$141.32M46.9%
4–10$153.64M51.0%
11–25$6.50M2.2%
Top 3 weight
46.9%
Top 10 weight
97.8%
Voting Authority Distribution
Total shares with voting rights: 25.03M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
25.03M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other11
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings11
Rows:
COMPASS MINERALS INTL INC
DFNDShares5.43M
TypeSH
Market value$61.06M
20.25%
Sole
0.00
Shared
5.43M
None
0.00
IVANHOE ELECTRIC INC
DFNDShares5.48M
TypeSH
Market value$41.41M
13.74%
Sole
0.00
Shared
5.48M
None
0.00
RANGE RES CORP
DFNDShares1.08M
TypeSH
Market value$38.85M
12.89%
Sole
0.00
Shared
1.08M
None
0.00
ANTERO RESOURCES CORP
DFNDShares888.59K
TypeSH
Market value$31.15M
10.33%
Sole
0.00
Shared
888.59K
None
0.00
MAC COPPER LIMITED
DFNDShares2.63M
TypeSH
Market value$27.97M
9.28%
Sole
0.00
Shared
2.63M
None
0.00
LINDE PLC
DFNDShares61.78K
TypeSH
Market value$25.87M
8.58%
Sole
0.00
Shared
61.78K
None
0.00
ENTERPRISE PRODS PARTNERS L
DFNDShares599.51K
TypeSH
Market value$18.80M
6.24%
Sole
0.00
Shared
599.51K
None
0.00
ENERGY VAULT HOLDINGS INC
DFNDShares8.21M
TypeSH
Market value$18.71M
6.21%
Sole
0.00
Shared
8.21M
None
0.00
WILLIAMS COS INC
DFNDShares308.78K
TypeSH
Market value$16.71M
5.54%
Sole
0.00
Shared
308.78K
None
0.00
CAMECO CORP
DFNDShares195.27K
TypeSH
Market value$14.43M
4.79%
Sole
0.00
Shared
195.27K
None
0.00
NUTRIEN LTD
DFNDShares145.29K
TypeSH
Market value$6.50M
2.16%
Sole
0.00
Shared
145.29K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COMPASS MINERALS INTL INCDFND | COM | 5.43M | SH | $61.06M 20.25% | 0.00 | 5.43M | 0.00 |
IVANHOE ELECTRIC INCDFND | COM | 5.48M | SH | $41.41M 13.74% | 0.00 | 5.48M | 0.00 |
RANGE RES CORPDFND | COM | 1.08M | SH | $38.85M 12.89% | 0.00 | 1.08M | 0.00 |
ANTERO RESOURCES CORPDFND | COM | 888.59K | SH | $31.15M 10.33% | 0.00 | 888.59K | 0.00 |
MAC COPPER LIMITEDDFND | ORD SHS | 2.63M | SH | $27.97M 9.28% | 0.00 | 2.63M | 0.00 |
LINDE PLCDFND | SHS | 61.78K | SH | $25.87M 8.58% | 0.00 | 61.78K | 0.00 |
ENTERPRISE PRODS PARTNERS LDFND | COM | 599.51K | SH | $18.80M 6.24% | 0.00 | 599.51K | 0.00 |
ENERGY VAULT HOLDINGS INCDFND | COM | 8.21M | SH | $18.71M 6.21% | 0.00 | 8.21M | 0.00 |
WILLIAMS COS INCDFND | COM | 308.78K | SH | $16.71M 5.54% | 0.00 | 308.78K | 0.00 |
CAMECO CORPDFND | COM | 195.27K | SH | $14.43M 4.79% | 0.00 | 195.27K | 0.00 |
NUTRIEN LTDDFND | COM | 145.29K | SH | $6.50M 2.16% | 0.00 | 145.29K | 0.00 |