Filed: 5/15/2026ACC: 0001420506-26-001030
📋 What this filing means
SAILINGSTONE CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $440.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$440.27M
Total AUM (reported)
17.09M
Total Shares
Allocation by class
COM$373.17M84.8%
SHS$54.51M12.4%
UNIT 99/99/9999$8.83M2.0%
SPON ADR SER B$3.76M0.9%
Portfolio Concentration
Top 3$211.56M48.1%
4–10$180.50M41.0%
11–25$48.21M11.0%
Top 3 weight
48.1%
Top 10 weight
89.0%
Voting Authority Distribution
Total shares with voting rights: 17.09M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
17.09M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other17
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings17
Rows:
COMPASS MINERALS INTL INC
DFNDShares4.83M
TypeSH
Market value$112.68M
25.59%
Sole
0.00
Shared
4.83M
None
0.00
LINDE PLC
DFNDShares109.96K
TypeSH
Market value$54.51M
12.38%
Sole
0.00
Shared
109.96K
None
0.00
RANGE RES CORP
DFNDShares982.03K
TypeSH
Market value$44.37M
10.08%
Sole
0.00
Shared
982.03K
None
0.00
ENTERPRISE PRODS PARTNERS L
DFNDShares1.13M
TypeSH
Market value$42.76M
9.71%
Sole
0.00
Shared
1.13M
None
0.00
VANHOE ELECTRIC INC
DFNDShares3.05M
TypeSH
Market value$36.03M
8.18%
Sole
0.00
Shared
3.05M
None
0.00
ANTERO RESOURCES CORP
DFNDShares844.27K
TypeSH
Market value$35.83M
8.14%
Sole
0.00
Shared
844.27K
None
0.00
WEST FRASER TIMBER LTD
DFNDShares261.20K
TypeSH
Market value$23.78M
5.40%
Sole
0.00
Shared
261.20K
None
0.00
ILLIAMS COS INC
DFNDShares225.78K
TypeSH
Market value$16.43M
3.73%
Sole
0.00
Shared
225.78K
None
0.00
ENERGY VAULT HOLDINGS INC
DFNDShares4.45M
TypeSH
Market value$14.67M
3.33%
Sole
0.00
Shared
4.45M
None
0.00
CAMECO CORP
DFNDShares72.83K
TypeSH
Market value$11.00M
2.50%
Sole
0.00
Shared
72.83K
None
0.00
NUTRIEN LTD
DFNDShares133.97K
TypeSH
Market value$10.11M
2.30%
Sole
0.00
Shared
133.97K
None
0.00
CONSTELLATION ENERGY CORP
DFNDShares32.36K
TypeSH
Market value$9.04M
2.05%
Sole
0.00
Shared
32.36K
None
0.00
METALS ACQUISITION CORP II
DFNDShares875K
TypeSH
Market value$8.83M
2.01%
Sole
0.00
Shared
875K
None
0.00
MATERION CORP
DFNDShares42.32K
TypeSH
Market value$6.12M
1.39%
Sole
0.00
Shared
42.32K
None
0.00
HUBBELL INC
DFNDShares11.96K
TypeSH
Market value$5.87M
1.33%
Sole
0.00
Shared
11.96K
None
0.00
MARTIN MARIETTA MATLS INC
DFNDShares7.62K
TypeSH
Market value$4.49M
1.02%
Sole
0.00
Shared
7.62K
None
0.00
SOCIEDAD QUIMICA Y MINERA DE
DFNDShares46.43K
TypeSH
Market value$3.76M
0.85%
Sole
0.00
Shared
46.43K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COMPASS MINERALS INTL INCDFND | COM | 4.83M | SH | $112.68M 25.59% | 0.00 | 4.83M | 0.00 |
LINDE PLCDFND | SHS | 109.96K | SH | $54.51M 12.38% | 0.00 | 109.96K | 0.00 |
RANGE RES CORPDFND | COM | 982.03K | SH | $44.37M 10.08% | 0.00 | 982.03K | 0.00 |
ENTERPRISE PRODS PARTNERS LDFND | COM | 1.13M | SH | $42.76M 9.71% | 0.00 | 1.13M | 0.00 |
VANHOE ELECTRIC INCDFND | COM | 3.05M | SH | $36.03M 8.18% | 0.00 | 3.05M | 0.00 |
ANTERO RESOURCES CORPDFND | COM | 844.27K | SH | $35.83M 8.14% | 0.00 | 844.27K | 0.00 |
WEST FRASER TIMBER LTDDFND | COM | 261.20K | SH | $23.78M 5.40% | 0.00 | 261.20K | 0.00 |
ILLIAMS COS INCDFND | COM | 225.78K | SH | $16.43M 3.73% | 0.00 | 225.78K | 0.00 |
ENERGY VAULT HOLDINGS INCDFND | COM | 4.45M | SH | $14.67M 3.33% | 0.00 | 4.45M | 0.00 |
CAMECO CORPDFND | COM | 72.83K | SH | $11.00M 2.50% | 0.00 | 72.83K | 0.00 |
NUTRIEN LTDDFND | COM | 133.97K | SH | $10.11M 2.30% | 0.00 | 133.97K | 0.00 |
CONSTELLATION ENERGY CORPDFND | COM | 32.36K | SH | $9.04M 2.05% | 0.00 | 32.36K | 0.00 |
METALS ACQUISITION CORP IIDFND | UNIT 99/99/9999 | 875K | SH | $8.83M 2.01% | 0.00 | 875K | 0.00 |
MATERION CORPDFND | COM | 42.32K | SH | $6.12M 1.39% | 0.00 | 42.32K | 0.00 |
HUBBELL INCDFND | COM | 11.96K | SH | $5.87M 1.33% | 0.00 | 11.96K | 0.00 |
MARTIN MARIETTA MATLS INCDFND | COM | 7.62K | SH | $4.49M 1.02% | 0.00 | 7.62K | 0.00 |
SOCIEDAD QUIMICA Y MINERA DEDFND | SPON ADR SER B | 46.43K | SH | $3.76M 0.85% | 0.00 | 46.43K | 0.00 |