SailingStone Capital Partners LLC
Houston TX · SEC CIK 0001608904
$4.40亿2026Q1 申报市值
17持仓数
89.0%前十大占比 · 第一大 25.6%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WFG 新建仓+$2,378.22万
METALS ACQUISITI 新建仓+$882.88万
CEG 加仓+$289.30万
LIN 加仓+$283.23万
2026Q1 卖出最多 按季末市值估算
CMP 减仓-$1,374.04万
IE 减仓-$866.34万
CCJ 减仓-$410.51万
NTR 减仓-$284.08万
RRC 减仓-$282.98万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $375.78万 | 0.85% | 46,427 | -23,288 | -33.4% | -$188.49万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $448.57万 | 1.02% | 7,620 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $586.92万 | 1.33% | 11,960 | -50 | -0.4% | -$2.45万 | 减仓 |
| MTRN | MATERION CORP | $612.19万 | 1.39% | 42,322 | 0 | 0.0% | — | 不变 |
| — | METALS ACQUISITION CORP II | $882.88万 | 2.01% | 875,000 | 875,000 | — | $882.88万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $903.65万 | 2.05% | 32,360 | 10,360 | 47.1% | $289.30万 | 加仓 |
| NTR | NUTRIEN LTD | $1,010.96万 | 2.30% | 133,973 | -37,646 | -21.9% | -$284.08万 | 减仓 |
| CCJ | CAMECO CORP | $1,099.66万 | 2.50% | 72,835 | -27,190 | -27.2% | -$410.51万 | 减仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $1,466.86万 | 3.33% | 4,445,017 | -492,983 | -10.0% | -$162.68万 | 减仓 |
| WMB | ILLIAMS COS INC | $1,643.22万 | 3.73% | 225,779 | -2,845 | -1.2% | -$20.71万 | 减仓 |
| WFG | WEST FRASER TIMBER LTD | $2,378.22万 | 5.40% | 261,199 | 261,199 | — | $2,378.22万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $3,583.06万 | 8.14% | 844,266 | -24,963 | -2.9% | -$105.94万 | 减仓 |
| IE | VANHOE ELECTRIC INC | $3,603.30万 | 8.18% | 3,048,474 | -732,943 | -19.4% | -$866.34万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $4,275.75万 | 9.71% | 1,129,954 | -20,677 | -1.8% | -$78.24万 | 减仓 |
| RRC | RANGE RES CORP | $4,436.82万 | 10.08% | 982,031 | -62,634 | -6.0% | -$282.98万 | 减仓 |
| LIN | LINDE PLC | $5,451.28万 | 12.38% | 109,958 | 5,713 | 5.5% | $283.23万 | 加仓 |
| CMP | COMPASS MINERALS INTL INC | $1.13亿 | 25.59% | 4,825,611 | -588,456 | -10.9% | -$1,374.04万 | 减仓 |