1y return+33.9%S&P 500 +20.9%
3y return+91.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $203 against $195 in the S&P 500.2
SailingStone Capital Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CMPCompass Minerals Intl Inc | $104.3M | 19.5% | −30.6% |
| RRCRange Res Corp | $55.9M | 10.5% | +53.2% |
| Linde PLCCUSIP G54950103 | $50.6M | 9.5% | −11.3% |
| ARAntero Resources Corp | $48.1M | 9.0% | +62.2% |
| EPDEnterprise Prods Partners L | $41.8M | 7.8% | |
| IEIvanhoe Electric Inc | $40.3M | 7.5% | +37.6% |
| WFGWest Fraser Timber Co Ltd | $39.6M | 7.4% | +57.8% |
| MOSMosaic Co | $25.2M | 4.7% | New |
| NRGVEnergy Vault Holdings Inc | $21.0M | 3.9% | |
| NTRNutrien Ltd | $18.2M | 3.4% | +115.2% |
| WMBWilliams Cos Inc | $16.1M | 3.0% | −4.4% |
| MURMurphy Oil Corp | $15.9M | 3.0% | New |
| HUBBHubbell Inc | $14.3M | 2.7% | +128.5% |
| MLMMartin Marietta Matls Inc | $13.3M | 2.5% | +203.8% |
| CCJCameco Corp | $10.6M | 2.0% | |
| CEGConstellation Energy Corp | $9.6M | 1.8% | +19.9% |
| Metals Acquisition Corp IICUSIP G60420109 | $8.9M | 1.7% | New |
| Metals Acquisition Corp IICUSIP G60420117 | $344K | 0.1% | New |
| SQMSociedad Quimica Y Minera De | $277K | 0.1% | −91.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ARAntero Resources Corp | June 30, 2020 | +1283.5% | $48.1M |
| RRCRange Res Corp | June 30, 2020 | +560.6% | $55.9M |
| CCJCameco Corp | June 30, 2021 | +431.1% | $10.6M |
| CMPCompass Minerals Intl Inc | March 31, 2024 | +97.8% | $104.3M |
| SQMSociedad Quimica Y Minera De | March 31, 2025 | +86.4% | $277K |
| WMBWilliams Cos Inc | June 30, 2024 | +74.9% | $16.1M |
| EPDEnterprise Prods Partners L | September 30, 2022 | +54.6% | $41.8M |
| Linde PLCCUSIP G54950103 | March 31, 2023 | +46.0% | $50.6M |
| HUBBHubbell Inc | June 30, 2025 | +28.1% | $14.3M |
| IEIvanhoe Electric Inc | June 30, 2022 | +10.5% | $40.3M |
Sold off last quarter
- Metals Acquisition Corp IICUSIP G60420125 was $8.8M
- MTRNMaterion Corp was $6.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.8% | +14.8% |
| March 31, 2026 | +9.1% | −4.6% |
| December 31, 2025 | +8.8% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +40.0% | +10.5% |
| March 31, 2025 | −3.2% | −4.6% |
| December 31, 2024 | +3.9% | +2.1% |
| September 30, 2024 | −0.7% | +5.4% |
| June 30, 2024 | −1.5% | +4.0% |
| March 31, 2024 | +6.0% | +10.0% |
| December 31, 2023 | −4.2% | +11.2% |
| September 30, 2023 | +2.0% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +1.2% | +7.0% |
| September 30, 2022 | +0.3% | −5.3% |
| June 30, 2022 | −11.6% | −16.5% |
| March 31, 2022 | +60.9% | −4.9% |
| December 31, 2021 | −4.4% | +10.7% |
| September 30, 2021 | +16.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: SailingStone Capital Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1608904&type=13F-HR&dateb=&owner=include&count=40CIK 1608904
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1608904/000142050626001664/Filed August 14, 2026 · accession 0001420506-26-001664