Filed: 8/14/2025ACC: 0001420506-25-002011
📋 What this filing means
SAILINGSTONE CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $378.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$378.48M
Total AUM (reported)
25.61M
Total Shares
Allocation by class
COM$306.83M81.1%
ORD SHS$35.26M9.3%
SHS$30.82M8.1%
SPON ADR SER B$5.56M1.5%
Portfolio Concentration
Top 3$202.84M53.6%
4–10$147.52M39.0%
11–25$28.12M7.4%
Top 3 weight
53.6%
Top 10 weight
92.6%
Voting Authority Distribution
Total shares with voting rights: 25.61M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
25.61M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other16
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings16
Rows:
COMPASS MINERALS INTL INC
DFNDShares5.56M
TypeSH
Market value$111.78M
29.54%
Sole
0.00
Shared
5.56M
None
0.00
IVANHOE ELECTRIC INC
DFNDShares6.15M
TypeSH
Market value$55.80M
14.74%
Sole
0.00
Shared
6.15M
None
0.00
MAC COPPER LIMITED
DFNDShares2.92M
TypeSH
Market value$35.26M
9.32%
Sole
0.00
Shared
2.92M
None
0.00
LINDE PLC
DFNDShares65.70K
TypeSH
Market value$30.82M
8.14%
Sole
0.00
Shared
65.70K
None
0.00
ENTERPRISE PRODS PARTNERS L
DFNDShares925.97K
TypeSH
Market value$28.71M
7.59%
Sole
0.00
Shared
925.97K
None
0.00
CAMECO CORP
DFNDShares267.47K
TypeSH
Market value$27.07M
7.15%
Sole
0.00
Shared
267.47K
None
0.00
RANGE RES CORP
DFNDShares651.35K
TypeSH
Market value$26.49M
7.00%
Sole
0.00
Shared
651.35K
None
0.00
WILLIAMS COS INC
DFNDShares219.73K
TypeSH
Market value$13.80M
3.65%
Sole
0.00
Shared
219.73K
None
0.00
ANTERO RESOURCES CORP
DFNDShares312.37K
TypeSH
Market value$12.58M
3.32%
Sole
0.00
Shared
312.37K
None
0.00
CONSTELLATION ENERGY CORP
DFNDShares24.89K
TypeSH
Market value$8.03M
2.12%
Sole
0.00
Shared
24.89K
None
0.00
ENERGY VAULT HOLDINGS INC
DFNDShares8.21M
TypeSH
Market value$5.88M
1.55%
Sole
0.00
Shared
8.21M
None
0.00
SOCIEDAD QUIMICA Y MINERA DE
DFNDShares157.70K
TypeSH
Market value$5.56M
1.47%
Sole
0.00
Shared
157.70K
None
0.00
HUBBELL INC
DFNDShares10.49K
TypeSH
Market value$4.28M
1.13%
Sole
0.00
Shared
10.49K
None
0.00
MARTIN MARIETTA MATLS INC
DFNDShares7.62K
TypeSH
Market value$4.18M
1.11%
Sole
0.00
Shared
7.62K
None
0.00
MATERION CORP
DFNDShares52.52K
TypeSH
Market value$4.17M
1.10%
Sole
0.00
Shared
52.52K
None
0.00
NUTRIEN LTD
DFNDShares69.28K
TypeSH
Market value$4.03M
1.07%
Sole
0.00
Shared
69.28K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COMPASS MINERALS INTL INCDFND | COM | 5.56M | SH | $111.78M 29.54% | 0.00 | 5.56M | 0.00 |
IVANHOE ELECTRIC INCDFND | COM | 6.15M | SH | $55.80M 14.74% | 0.00 | 6.15M | 0.00 |
MAC COPPER LIMITEDDFND | ORD SHS | 2.92M | SH | $35.26M 9.32% | 0.00 | 2.92M | 0.00 |
LINDE PLCDFND | SHS | 65.70K | SH | $30.82M 8.14% | 0.00 | 65.70K | 0.00 |
ENTERPRISE PRODS PARTNERS LDFND | COM | 925.97K | SH | $28.71M 7.59% | 0.00 | 925.97K | 0.00 |
CAMECO CORPDFND | COM | 267.47K | SH | $27.07M 7.15% | 0.00 | 267.47K | 0.00 |
RANGE RES CORPDFND | COM | 651.35K | SH | $26.49M 7.00% | 0.00 | 651.35K | 0.00 |
WILLIAMS COS INCDFND | COM | 219.73K | SH | $13.80M 3.65% | 0.00 | 219.73K | 0.00 |
ANTERO RESOURCES CORPDFND | COM | 312.37K | SH | $12.58M 3.32% | 0.00 | 312.37K | 0.00 |
CONSTELLATION ENERGY CORPDFND | COM | 24.89K | SH | $8.03M 2.12% | 0.00 | 24.89K | 0.00 |
ENERGY VAULT HOLDINGS INCDFND | COM | 8.21M | SH | $5.88M 1.55% | 0.00 | 8.21M | 0.00 |
SOCIEDAD QUIMICA Y MINERA DEDFND | SPON ADR SER B | 157.70K | SH | $5.56M 1.47% | 0.00 | 157.70K | 0.00 |
HUBBELL INCDFND | COM | 10.49K | SH | $4.28M 1.13% | 0.00 | 10.49K | 0.00 |
MARTIN MARIETTA MATLS INCDFND | COM | 7.62K | SH | $4.18M 1.11% | 0.00 | 7.62K | 0.00 |
MATERION CORPDFND | COM | 52.52K | SH | $4.17M 1.10% | 0.00 | 52.52K | 0.00 |
NUTRIEN LTDDFND | COM | 69.28K | SH | $4.03M 1.07% | 0.00 | 69.28K | 0.00 |