Portfolio (Quarterly) Guide ↗

SailingStone Capital Partners LLC

· CIK 0001608904

13F Portfolio $534M AUM 19 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 11 Added 4 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	METALS ACQUISITION CORP II	—	875,000	$8.8M	2.00%	SOLD
2	MTRN	MATERION CORP	Basic Materials	42,322	$6.1M	1.39%	SOLD

Sector Allocation

Basic Materials 52.0%

Energy 30.3%

Technology 8.3%

Utilities 6.3%

Industrials 3.0%