Sailing Stone Capital Partners LLC Portfolio Holdings by Sector
Sailing Stone Capital Partners LLC
- $328 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Other Industrial Metals & Mining | Basic Materials
CMP MTRN 2 stocks |
$104,363
31.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
IE 1 stocks |
$64,976
19.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
RRC AR 2 stocks |
$54,337
16.58% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD WMB 2 stocks |
$42,835
13.07% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
NRGV CEG 2 stocks |
$28,825
8.79% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$13,654
4.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SQM 1 stocks |
$5,392
1.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM 1 stocks |
$4,802
1.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$4,513
1.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
NTR 1 stocks |
$4,067
1.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|