SailingStone Capital Partners LLC holds a focused book of 19 stocks worth $534.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Mosaic Co and trimmed Compass Minerals Internation. Their largest long position is Compass Minerals Internation at 20% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% 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
Other tracked managers holding the same core names as SailingStone Capital Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19 / 19 | $292.3M |
| BlackRock, Inc. | 18 / 19 | $43.4B |
| FMR LLC | 18 / 19 | $13.8B |
| MORGAN STANLEY | 18 / 19 | $12.1B |
| BANK OF AMERICA CORP /DE/ | 18 / 19 | $9.2B |
| JPMORGAN CHASE & CO | 18 / 19 | $7.9B |
| GOLDMAN SACHS GROUP INC | 18 / 19 | $6.3B |
| ROYAL BANK OF CANADA | 18 / 19 | $5.9B |
Ranked by the share of each fund's own book sitting in the names it shares with SailingStone Capital Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 | $104.3M | 3.35M | 19.5% | ▼−31% Reduced · −1.5M sh | |
| 2 | Range Res Corp COM | $55.9M | 1.50M | 10.5% | ▲+53% Added · +522K sh | |
| 3 | Linde PLC SHS | $50.6M | 97.5K | 9.5% | ▼−11% Reduced · −12K sh | |
| 4 | Antero Resources Corp COM | $48.1M | 1.37M | 9.0% | ▲+62% Added · +525K sh | |
| 5 | Enterprise Prods Partners L COM | $41.8M | 1.14M | 7.8% | ▲+0.5% Added · +6K sh | |
| 6 | Ivanhoe Electric Inc COM | $40.3M | 4.20M | 7.5% | ▲+38% Added · +1.1M sh | |
| 7 | West Fraser Timber Co Ltd COM | $39.6M | 412.2K | 7.4% | ▲+58% Added · +151K sh | |
| 8 | Mosaic Co COM | $25.2M | 1.19M | 4.7% | ▲New New position | |
| 9 | Energy Vault Holdings Inc COM | $21.0M | 4.47M | 3.9% | ▲+0.5% Added · +24K sh | |
| 10 | Nutrien Ltd COM | $18.2M | 288.4K | 3.4% | ▲+115% Added · +154K sh | |
| 11 | Williams Cos Inc COM | $16.1M | 215.9K | 3.0% | ▼−4.4% Reduced · −10K sh | |
| 12 | Murphy Oil Corp COM | $15.9M | 486.9K | 3.0% | ▲New New position | |
| 13 | Hubbell Inc COM | $14.3M | 27.3K | 2.7% | ▲+128% Added · +15K sh | |
| 14 | Martin Marietta Matls Inc COM | $13.3M | 23.1K | 2.5% | ▲+204% Added · +16K sh | |
| 15 | Cameco Corp COM | $10.6M | 73.2K | 2.0% | ▲+0.5% Added · +392 sh | |
| 16 | Constellation Energy Corp COM | $9.6M | 38.8K | 1.8% | ▲+20% Added · +6K sh | |
| 17 | Metals Acquisition Corp II ORD CL A | $8.9M | 879.7K | 1.7% | ▲New New position | |
| 18 | Metals Acquisition Corp II *W EXP 06/30/203 | $344K | 313.1K | 0.1% | ▲New New position | |
| 19 | Sociedad Quimica Y Minera De SPON ADR SER B | $277K | 3.7K | 0.1% | ▼−92% Reduced · −43K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.