SailingStone Capital Partners LLC

Q3 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
18
Total value ($000)
$492,274
Net value change ($000)
-42,029 (-7.9%)
New positions
0
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MLM 16,587 124.3%
IE 8,756 21.7%
MUR 6,224 39.3%
LIN 6,116 12.1%
MOS 4,877 19.4%
EPD 2,834 6.8%
WFG 1,222 3.1%
CEG 193 2.0%
METALS ACQUISITION CORP II 65 0.7%
NTR 43 0.2%
Top Reduces (Value $000, Stocks/ETFs)
CMP -35,495 -34.0%
AR -24,388 -50.7%
RRC -21,926 -39.2%
NRGV -3,274 -15.6%
CCJ -1,584 -15.0%
WMB -1,398 -8.7%
HUBB -566 -4.0%
SQM -277 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type