SailingStone Capital Partners LLC holds a concentrated book of 17 stocks worth $440.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened West Fraser Timber Co Ltd and trimmed Compass Minerals Internation. Their largest long position is Compass Minerals Internation at 26% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1608904/holdings"
Use Arkolith to show SailingStone Capital Partners LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Compass Minerals Intl Inc COM | $112.7M | 4.83M | 25.6% | ▼−11% Reduced · −588K sh | |
| 2 | Linde PLC SHS | $54.5M | 110.0K | 12.4% | ▲+5.5% Added · +6K sh | |
| 3 | Range Res Corp COM | $44.4M | 982.0K | 10.1% | ▼−6.0% Reduced · −63K sh | |
| 4 | Enterprise Prods Partners L COM | $42.8M | 1.13M | 9.7% | ▼−1.8% Reduced · −21K sh | |
| 5 | Vanhoe Electric Inc COM | $36.0M | 3.05M | 8.2% | ▼−19% Reduced · −733K sh | |
| 6 | Antero Resources Corp COM | $35.8M | 844.3K | 8.1% | ▼−2.9% Reduced · −25K sh | |
| 7 | West Fraser Timber Ltd COM | $23.8M | 261.2K | 5.4% | ▲New New position | |
| 8 | Illiams Cos Inc COM | $16.4M | 225.8K | 3.7% | ▼−1.2% Reduced · −3K sh | |
| 9 | Energy Vault Holdings Inc COM | $14.7M | 4.45M | 3.3% | ▼−10.0% Reduced · −493K sh | |
| 10 | Cameco Corp COM | $11.0M | 72.8K | 2.5% | ▼−27% Reduced · −27K sh | |
| 11 | Nutrien Ltd COM | $10.1M | 134.0K | 2.3% | ▼−22% Reduced · −38K sh | |
| 12 | Constellation Energy Corp COM | $9.0M | 32.4K | 2.1% | ▲+47% Added · +10K sh | |
| 13 | Metals Acquisition Corp II UNIT 99/99/9999 | $8.8M | 875.0K | 2.0% | ▲New New position | |
| 14 | Materion Corp COM | $6.1M | 42.3K | 1.4% | —Held | |
| 15 | Hubbell Inc COM | $5.9M | 12.0K | 1.3% | ▼−0.4% Reduced · −50 sh | |
| 16 | Martin Marietta Matls Inc COM | $4.5M | 7.6K | 1.0% | —Held | |
| 17 | Sociedad Quimica Y Minera De SPON ADR SER B | $3.8M | 46.4K | 0.9% | ▼−33% Reduced · −23K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.