Filed: 5/15/2025ACC: 0001420506-25-001162
📋 What this filing means
SAILINGSTONE CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $269.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$269.51M
Total AUM (reported)
26.64M
Total Shares
Allocation by class
COM$213.89M79.4%
ORD SHS$27.38M10.2%
SHS$25.32M9.4%
SPON ADR SER B$2.92M1.1%
Portfolio Concentration
Top 3$130.66M48.5%
4–10$130.23M48.3%
11–25$8.63M3.2%
Top 3 weight
48.5%
Top 10 weight
96.8%
Voting Authority Distribution
Total shares with voting rights: 26.64M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
26.64M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other12
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings12
Rows:
COMPASS MINERALS INTL INC
DFNDShares6.20M
TypeSH
Market value$57.64M
21.39%
Sole
0.00
Shared
6.20M
None
0.00
IVANHOE ELECTRIC INC
DFNDShares6.65M
TypeSH
Market value$38.62M
14.33%
Sole
0.00
Shared
6.65M
None
0.00
RANGE RES CORP
DFNDShares861.30K
TypeSH
Market value$34.39M
12.76%
Sole
0.00
Shared
861.30K
None
0.00
MAC COPPER LIMITED
DFNDShares2.87M
TypeSH
Market value$27.38M
10.16%
Sole
0.00
Shared
2.87M
None
0.00
ANTERO RESOURCES CORP
DFNDShares627.02K
TypeSH
Market value$25.36M
9.41%
Sole
0.00
Shared
627.02K
None
0.00
LINDE PLC
DFNDShares54.37K
TypeSH
Market value$25.32M
9.39%
Sole
0.00
Shared
54.37K
None
0.00
CAMECO CORP
DFNDShares268.43K
TypeSH
Market value$15.91M
5.90%
Sole
0.00
Shared
268.43K
None
0.00
ENTERPRISE PRODS PARTNERS L
DFNDShares452.99K
TypeSH
Market value$15.46M
5.74%
Sole
0.00
Shared
452.99K
None
0.00
WILLIAMS COS INC
DFNDShares235.56K
TypeSH
Market value$14.08M
5.22%
Sole
0.00
Shared
235.56K
None
0.00
NUTRIEN LTD
DFNDShares135.29K
TypeSH
Market value$6.72M
2.49%
Sole
0.00
Shared
135.29K
None
0.00
ENERGY VAULT HOLDINGS INC
DFNDShares8.21M
TypeSH
Market value$5.71M
2.12%
Sole
0.00
Shared
8.21M
None
0.00
SOCIEDAD QUIMICA Y MINERA DE
DFNDShares73.58K
TypeSH
Market value$2.92M
1.08%
Sole
0.00
Shared
73.58K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COMPASS MINERALS INTL INCDFND | COM | 6.20M | SH | $57.64M 21.39% | 0.00 | 6.20M | 0.00 |
IVANHOE ELECTRIC INCDFND | COM | 6.65M | SH | $38.62M 14.33% | 0.00 | 6.65M | 0.00 |
RANGE RES CORPDFND | COM | 861.30K | SH | $34.39M 12.76% | 0.00 | 861.30K | 0.00 |
MAC COPPER LIMITEDDFND | ORD SHS | 2.87M | SH | $27.38M 10.16% | 0.00 | 2.87M | 0.00 |
ANTERO RESOURCES CORPDFND | COM | 627.02K | SH | $25.36M 9.41% | 0.00 | 627.02K | 0.00 |
LINDE PLCDFND | SHS | 54.37K | SH | $25.32M 9.39% | 0.00 | 54.37K | 0.00 |
CAMECO CORPDFND | COM | 268.43K | SH | $15.91M 5.90% | 0.00 | 268.43K | 0.00 |
ENTERPRISE PRODS PARTNERS LDFND | COM | 452.99K | SH | $15.46M 5.74% | 0.00 | 452.99K | 0.00 |
WILLIAMS COS INCDFND | COM | 235.56K | SH | $14.08M 5.22% | 0.00 | 235.56K | 0.00 |
NUTRIEN LTDDFND | COM | 135.29K | SH | $6.72M 2.49% | 0.00 | 135.29K | 0.00 |
ENERGY VAULT HOLDINGS INCDFND | COM | 8.21M | SH | $5.71M 2.12% | 0.00 | 8.21M | 0.00 |
SOCIEDAD QUIMICA Y MINERA DEDFND | SPON ADR SER B | 73.58K | SH | $2.92M 1.08% | 0.00 | 73.58K | 0.00 |