Filed: 11/14/2025ACC: 0001420506-25-003242
📋 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 $381.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$381.91M
Total AUM (reported)
21.63M
Total Shares
Allocation by class
COM$327.74M85.8%
SHS$34.11M8.9%
ORD SHS$14.67M3.8%
SPON ADR SER B$5.39M1.4%
Portfolio Concentration
Top 3$199.10M52.1%
4–10$149.50M39.1%
11–25$33.31M8.7%
Top 3 weight
52.1%
Top 10 weight
91.3%
Voting Authority Distribution
Total shares with voting rights: 21.63M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
21.63M
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
DFNDShares5.11M
TypeSH
Market value$98.02M
25.67%
Sole
0.00
Shared
5.11M
None
0.00
IVANHOE ELECTRIC INC
DFNDShares5.18M
TypeSH
Market value$64.98M
17.01%
Sole
0.00
Shared
5.18M
None
0.00
RANGE RES CORP
DFNDShares959.34K
TypeSH
Market value$36.11M
9.45%
Sole
0.00
Shared
959.34K
None
0.00
LINDE PLC
DFNDShares71.82K
TypeSH
Market value$34.11M
8.93%
Sole
0.00
Shared
71.82K
None
0.00
ENTERPRISE PRODS PARTNERS L
DFNDShares969.27K
TypeSH
Market value$30.31M
7.94%
Sole
0.00
Shared
969.27K
None
0.00
ENERGY VAULT HOLDINGS INC
DFNDShares6.95M
TypeSH
Market value$20.64M
5.40%
Sole
0.00
Shared
6.95M
None
0.00
CAMECO CORP
DFNDShares162.82K
TypeSH
Market value$19.02M
4.98%
Sole
0.00
Shared
162.82K
None
0.00
ANTERO RESOURCES CORP
DFNDShares543.16K
TypeSH
Market value$18.23M
4.77%
Sole
0.00
Shared
543.16K
None
0.00
MAC COPPER LIMITED
DFNDShares1.20M
TypeSH
Market value$14.67M
3.84%
Sole
0.00
Shared
1.20M
None
0.00
WILLIAMS COS INC
DFNDShares197.73K
TypeSH
Market value$12.53M
3.28%
Sole
0.00
Shared
197.73K
None
0.00
CONSTELLATION ENERGY CORP
DFNDShares24.89K
TypeSH
Market value$8.19M
2.14%
Sole
0.00
Shared
24.89K
None
0.00
MATERION CORP
DFNDShares52.52K
TypeSH
Market value$6.35M
1.66%
Sole
0.00
Shared
52.52K
None
0.00
SOCIEDAD QUIMICA Y MINERA DE
DFNDShares125.47K
TypeSH
Market value$5.39M
1.41%
Sole
0.00
Shared
125.47K
None
0.00
MARTIN MARIETTA MATLS INC
DFNDShares7.62K
TypeSH
Market value$4.80M
1.26%
Sole
0.00
Shared
7.62K
None
0.00
HUBBELL INC
DFNDShares10.49K
TypeSH
Market value$4.51M
1.18%
Sole
0.00
Shared
10.49K
None
0.00
NUTRIEN LTD
DFNDShares69.28K
TypeSH
Market value$4.07M
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 | 5.11M | SH | $98.02M 25.67% | 0.00 | 5.11M | 0.00 |
IVANHOE ELECTRIC INCDFND | COM | 5.18M | SH | $64.98M 17.01% | 0.00 | 5.18M | 0.00 |
RANGE RES CORPDFND | COM | 959.34K | SH | $36.11M 9.45% | 0.00 | 959.34K | 0.00 |
LINDE PLCDFND | SHS | 71.82K | SH | $34.11M 8.93% | 0.00 | 71.82K | 0.00 |
ENTERPRISE PRODS PARTNERS LDFND | COM | 969.27K | SH | $30.31M 7.94% | 0.00 | 969.27K | 0.00 |
ENERGY VAULT HOLDINGS INCDFND | COM | 6.95M | SH | $20.64M 5.40% | 0.00 | 6.95M | 0.00 |
CAMECO CORPDFND | COM | 162.82K | SH | $19.02M 4.98% | 0.00 | 162.82K | 0.00 |
ANTERO RESOURCES CORPDFND | COM | 543.16K | SH | $18.23M 4.77% | 0.00 | 543.16K | 0.00 |
MAC COPPER LIMITEDDFND | ORD SHS | 1.20M | SH | $14.67M 3.84% | 0.00 | 1.20M | 0.00 |
WILLIAMS COS INCDFND | COM | 197.73K | SH | $12.53M 3.28% | 0.00 | 197.73K | 0.00 |
CONSTELLATION ENERGY CORPDFND | COM | 24.89K | SH | $8.19M 2.14% | 0.00 | 24.89K | 0.00 |
MATERION CORPDFND | COM | 52.52K | SH | $6.35M 1.66% | 0.00 | 52.52K | 0.00 |
SOCIEDAD QUIMICA Y MINERA DEDFND | SPON ADR SER B | 125.47K | SH | $5.39M 1.41% | 0.00 | 125.47K | 0.00 |
MARTIN MARIETTA MATLS INCDFND | COM | 7.62K | SH | $4.80M 1.26% | 0.00 | 7.62K | 0.00 |
HUBBELL INCDFND | COM | 10.49K | SH | $4.51M 1.18% | 0.00 | 10.49K | 0.00 |
NUTRIEN LTDDFND | COM | 69.28K | SH | $4.07M 1.07% | 0.00 | 69.28K | 0.00 |