Filed: 8/14/2026ACC: 0001420506-26-001664
📋 What this filing means
SAILINGSTONE CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $534.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$534.30M
Total AUM (reported)
20.07M
Total Shares
Allocation by class
COM$474.16M88.7%
SHS$50.59M9.5%
ORD CL A$8.93M1.7%
*W EXP 06/30/203$344.4K0.1%
SPON ADR SER B$277.3K0.1%
Portfolio Concentration
Top 3$210.86M39.5%
4–10$234.13M43.8%
11–25$89.31M16.7%
Top 3 weight
39.5%
Top 10 weight
83.3%
Voting Authority Distribution
Total shares with voting rights: 20.07M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
20.07M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other19
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings19
Rows:
COMPASS MINERALS INTL INC
DFNDShares3.35M
TypeSH
Market value$104.33M
19.53%
Sole
0.00
Shared
3.35M
None
0.00
RANGE RES CORP
DFNDShares1.50M
TypeSH
Market value$55.95M
10.47%
Sole
0.00
Shared
1.50M
None
0.00
LINDE PLC
DFNDShares97.48K
TypeSH
Market value$50.59M
9.47%
Sole
0.00
Shared
97.48K
None
0.00
ANTERO RESOURCES CORP
DFNDShares1.37M
TypeSH
Market value$48.12M
9.01%
Sole
0.00
Shared
1.37M
None
0.00
ENTERPRISE PRODS PARTNERS L
DFNDShares1.14M
TypeSH
Market value$41.76M
7.82%
Sole
0.00
Shared
1.14M
None
0.00
IVANHOE ELECTRIC INC
DFNDShares4.20M
TypeSH
Market value$40.32M
7.55%
Sole
0.00
Shared
4.20M
None
0.00
WEST FRASER TIMBER CO LTD
DFNDShares412.18K
TypeSH
Market value$39.57M
7.41%
Sole
0.00
Shared
412.18K
None
0.00
MOSAIC CO
DFNDShares1.19M
TypeSH
Market value$25.16M
4.71%
Sole
0.00
Shared
1.19M
None
0.00
ENERGY VAULT HOLDINGS INC
DFNDShares4.47M
TypeSH
Market value$21.05M
3.94%
Sole
0.00
Shared
4.47M
None
0.00
NUTRIEN LTD
DFNDShares288.35K
TypeSH
Market value$18.15M
3.40%
Sole
0.00
Shared
288.35K
None
0.00
WILLIAMS COS INC
DFNDShares215.91K
TypeSH
Market value$16.05M
3.00%
Sole
0.00
Shared
215.91K
None
0.00
MURPHY OIL CORP
DFNDShares486.85K
TypeSH
Market value$15.85M
2.97%
Sole
0.00
Shared
486.85K
None
0.00
HUBBELL INC
DFNDShares27.33K
TypeSH
Market value$14.30M
2.68%
Sole
0.00
Shared
27.33K
None
0.00
MARTIN MARIETTA MATLS INC
DFNDShares23.15K
TypeSH
Market value$13.35M
2.50%
Sole
0.00
Shared
23.15K
None
0.00
CAMECO CORP
DFNDShares73.23K
TypeSH
Market value$10.58M
1.98%
Sole
0.00
Shared
73.23K
None
0.00
CONSTELLATION ENERGY CORP
DFNDShares38.80K
TypeSH
Market value$9.64M
1.80%
Sole
0.00
Shared
38.80K
None
0.00
METALS ACQUISITION CORP II
DFNDShares879.73K
TypeSH
Market value$8.93M
1.67%
Sole
0.00
Shared
879.73K
None
0.00
METALS ACQUISITION CORP II
DFNDShares313.09K
TypeSH
Market value$344.4K
0.06%
Sole
0.00
Shared
313.09K
None
0.00
SOCIEDAD QUIMICA Y MINERA DE
DFNDShares3.75K
TypeSH
Market value$277.3K
0.05%
Sole
0.00
Shared
3.75K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COMPASS MINERALS INTL INCDFND | COM | 3.35M | SH | $104.33M 19.53% | 0.00 | 3.35M | 0.00 |
RANGE RES CORPDFND | COM | 1.50M | SH | $55.95M 10.47% | 0.00 | 1.50M | 0.00 |
LINDE PLCDFND | SHS | 97.48K | SH | $50.59M 9.47% | 0.00 | 97.48K | 0.00 |
ANTERO RESOURCES CORPDFND | COM | 1.37M | SH | $48.12M 9.01% | 0.00 | 1.37M | 0.00 |
ENTERPRISE PRODS PARTNERS LDFND | COM | 1.14M | SH | $41.76M 7.82% | 0.00 | 1.14M | 0.00 |
IVANHOE ELECTRIC INCDFND | COM | 4.20M | SH | $40.32M 7.55% | 0.00 | 4.20M | 0.00 |
WEST FRASER TIMBER CO LTDDFND | COM | 412.18K | SH | $39.57M 7.41% | 0.00 | 412.18K | 0.00 |
MOSAIC CODFND | COM | 1.19M | SH | $25.16M 4.71% | 0.00 | 1.19M | 0.00 |
ENERGY VAULT HOLDINGS INCDFND | COM | 4.47M | SH | $21.05M 3.94% | 0.00 | 4.47M | 0.00 |
NUTRIEN LTDDFND | COM | 288.35K | SH | $18.15M 3.40% | 0.00 | 288.35K | 0.00 |
WILLIAMS COS INCDFND | COM | 215.91K | SH | $16.05M 3.00% | 0.00 | 215.91K | 0.00 |
MURPHY OIL CORPDFND | COM | 486.85K | SH | $15.85M 2.97% | 0.00 | 486.85K | 0.00 |
HUBBELL INCDFND | COM | 27.33K | SH | $14.30M 2.68% | 0.00 | 27.33K | 0.00 |
MARTIN MARIETTA MATLS INCDFND | COM | 23.15K | SH | $13.35M 2.50% | 0.00 | 23.15K | 0.00 |
CAMECO CORPDFND | COM | 73.23K | SH | $10.58M 1.98% | 0.00 | 73.23K | 0.00 |
CONSTELLATION ENERGY CORPDFND | COM | 38.80K | SH | $9.64M 1.80% | 0.00 | 38.80K | 0.00 |
METALS ACQUISITION CORP IIDFND | ORD CL A | 879.73K | SH | $8.93M 1.67% | 0.00 | 879.73K | 0.00 |
METALS ACQUISITION CORP IIDFND | *W EXP 06/30/203 | 313.09K | SH | $344.4K 0.06% | 0.00 | 313.09K | 0.00 |
SOCIEDAD QUIMICA Y MINERA DEDFND | SPON ADR SER B | 3.75K | SH | $277.3K 0.05% | 0.00 | 3.75K | 0.00 |