SAILINGSTONE CAPITAL PARTNERS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMP | 4.83M | $112.68M |
 | NRGV | 4.45M | $14.67M |
 | EPD | 1.13M | $42.76M |
 | RRC | 982K | $44.37M |
 | AR | 844K | $35.83M |
 | WFG | 261K | $23.78M |
 | WMB | 226K | $16.43M |
 | NTR | 134K | $10.11M |
 | LIN | 110K | $54.51M |
 | CCJ | 73K | $11.00M |
 | SQM | 46K | $3.76M |
 | MTRN | 42K | $6.12M |
 | CEG | 32K | $9.04M |
 | HUBB | 12K | $5.87M |
 | MLM | 8K | $4.49M |
Compass Minerals International, Inc.
CMP
Shares Held
4.83M
Value
$112.68M
Energy Vault Holdings, Inc.
NRGV
Shares Held
4.45M
Value
$14.67M
Enterprise Products Partners L.P.
EPD
Shares Held
1.13M
Value
$42.76M
Range Resources Corporation
RRC
Shares Held
982K
Value
$44.37M
Antero Resources Corporation
AR
Shares Held
844K
Value
$35.83M
West Fraser Timber Co. Ltd.
WFG
Shares Held
261K
Value
$23.78M
The Williams Companies, Inc.
WMB
Shares Held
226K
Value
$16.43M
Nutrien Ltd.
NTR
Shares Held
134K
Value
$10.11M
Linde plc
LIN
Shares Held
110K
Value
$54.51M
Cameco Corporation
CCJ
Shares Held
73K
Value
$11.00M
Sociedad Química y Minera de Chile S.A.
SQM
Shares Held
46K
Value
$3.76M
Materion Corporation
MTRN
Shares Held
42K
Value
$6.12M
Constellation Energy Corporation
CEG
Shares Held
32K
Value
$9.04M
Hubbell Incorporated
HUBB
Shares Held
12K
Value
$5.87M
Martin Marietta Materials, Inc.
MLM
Shares Held
8K
Value
$4.49M