SailingStone Capital Partners LLC
Annual return '25
+16.0%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$440.3M
Holdings
16
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CMP
COMPASS MINERALS INTL INC
Q4 2025: Exited (was 5.11M shares)
26.1%
02
$LIN
LINDE PLC
Q1 2026: Increased +3.3% (106.4k → 109.9k shares)
12.6%
03
$RRC
RANGE RES CORP
Q1 2026: Exited (was 1.2k shares)
10.3%
04
$EPD
ENTERPRISE PRODS PARTNERS L
Q1 2026: Sold 1.0% (132.0k → 130.8k shares)
9.9%
05
$IE
VANHOE ELECTRIC INC
Q4 2025: Exited (was 5.18M shares)
8.4%
06
$AR
ANTERO RESOURCES CORP
Q1 2026: Increased +389.5% (8.8k → 43.2k shares)
8.3%
07
$WFG
WEST FRASER TIMBER LTD
Held since at least Q1 2024
5.5%
08
$WMB
ILLIAMS COS INC
Q1 2026: Increased +1.4% (394.5k → 400.0k shares)
3.8%
09
$NRGV
ENERGY VAULT HOLDINGS INC
Q4 2025: Exited (was 6.95M shares)
3.4%
10
$CCJ
CAMECO CORP
Q1 2026: Increased +15.3% (24.9k → 28.7k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:21 UTC.