SailingStone Capital Partners LLC
Houston TX · SEC CIK 0001608904
$5.34亿2026Q2 申报市值
19持仓数
83.3%前十大占比 · 第一大 19.5%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MOS 新建仓+$2,515.96万
RRC 加仓+$1,942.50万
AR 加仓+$1,844.98万
MUR 新建仓+$1,585.20万
WFG 加仓+$1,449.54万
2026Q2 卖出最多 按季末市值估算
CMP 减仓-$4,589.32万
METALS ACQUISITI 清仓-$882.88万
LIN 减仓-$647.33万
MTRN 清仓-$612.19万
SQM 减仓-$316.02万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CMP | COMPASS MINERALS INTL INC | $1.04亿 | 19.53% | 3,351,366 | -1,474,245 | -30.6% | -$4,589.32万 | 减仓 |
| RRC | RANGE RES CORP | $5,594.68万 | 10.47% | 1,504,350 | 522,319 | 53.2% | $1,942.50万 | 加仓 |
| LIN | LINDE PLC | $5,058.83万 | 9.47% | 97,484 | -12,474 | -11.3% | -$647.33万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $4,811.73万 | 9.01% | 1,369,303 | 525,037 | 62.2% | $1,844.98万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $4,175.79万 | 7.82% | 1,135,960 | 6,006 | 0.5% | $22.08万 | 加仓 |
| IE | IVANHOE ELECTRIC INC | $4,031.75万 | 7.55% | 4,195,373 | 1,146,899 | 37.6% | $1,102.17万 | 加仓 |
| WFG | WEST FRASER TIMBER CO LTD | $3,957.31万 | 7.41% | 412,177 | 150,978 | 57.8% | $1,449.54万 | 加仓 |
| MOS | MOSAIC CO | $2,515.96万 | 4.71% | 1,187,332 | 1,187,332 | — | $2,515.96万 | 新建仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $2,104.93万 | 3.94% | 4,469,075 | 24,058 | 0.5% | $11.33万 | 加仓 |
| NTR | NUTRIEN LTD | $1,815.16万 | 3.40% | 288,350 | 154,377 | 115.2% | $971.80万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,605.10万 | 3.00% | 215,914 | -9,865 | -4.4% | -$73.34万 | 减仓 |
| MUR | MURPHY OIL CORP | $1,585.20万 | 2.97% | 486,854 | 486,854 | — | $1,585.20万 | 新建仓 |
| HUBB | HUBBELL INC | $1,429.80万 | 2.68% | 27,328 | 15,368 | 128.5% | $804.05万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,334.89万 | 2.50% | 23,147 | 15,527 | 203.8% | $895.44万 | 加仓 |
| CCJ | CAMECO CORP | $1,057.69万 | 1.98% | 73,227 | 392 | 0.5% | $5.66万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $963.55万 | 1.80% | 38,795 | 6,435 | 19.9% | $159.83万 | 加仓 |
| MTAL | METALS ACQUISITION CORP II | $892.92万 | 1.67% | 879,729 | 879,729 | — | $892.92万 | 新建仓 |
| — | METALS ACQUISITION CORP II | $34.44万 | 0.06% | 313,092 | 313,092 | — | $34.44万 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $27.73万 | 0.05% | 3,745 | -42,682 | -91.9% | -$316.02万 | 减仓 |
| — | METALS ACQUISITION CORP II | $0 | 0.00% | 0 | -875,000 | -100.0% | -$882.88万 | 清仓 |
| MTRN | MATERION CORP | $0 | 0.00% | 0 | -42,322 | -100.0% | -$612.19万 | 清仓 |