SailingStone Capital Partners LLC

Q2 2025 13F-HR Holdings

Location
Houston, TX
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
16
Total value ($000)
$378,480
Net value change ($000)
—
New positions
16
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: — Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CMP 111,784 —
IE 55,798 —
MAC Copper Ltd 35,262 —
LIN 30,824 —
EPD 28,714 —
CCJ 27,073 —
RRC 26,490 —
WMB 13,801 —
AR 12,582 —
CEG 8,033 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type