Sailing Stone Capital Partners LLC Portfolio Holdings by Sector
Sailing Stone Capital Partners LLC
- $305 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Other Industrial Metals & Mining | Basic Materials
CMP MTRN 2 stocks |
$115,952
37.99% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Copper | Basic Materials
IE 1 stocks |
$55,798
18.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD WMB 2 stocks |
$42,515
13.93% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
RRC AR 2 stocks |
$39,072
12.8% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Uranium | Energy
CCJ 1 stocks |
$19,854
6.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Renewable | Utilities
CEG NRGV 2 stocks |
$13,942
4.57% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SQM 1 stocks |
$5,562
1.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$4,284
1.4% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Building Materials | Basic Materials
MLM 1 stocks |
$4,183
1.37% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Agricultural Inputs | Basic Materials
NTR 1 stocks |
$4,034
1.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|