Orion Resource Partners LP 13F holdings
Orion Resource Partners LP reported 24 positions with a total reported value of $219.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: SKE SKEENA RES LTD NEW (33.7%), SLSR SOLARIS RES INC (10.3%), DC DAKOTA GOLD CORP (8.1%), VMET VERSAMET ROYALTIES CORP (5.8%), SOCIEDAD QUIMICA Y MINERA DE (4.6%). Against 2026-03-31 it opened 12 new positions and exited 8. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
24 largest of 24 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SKE SKEENA RES LTD NEW | 2,775,640 | $73.9M | 33.7% |
| SLSR SOLARIS RES INC | 2,700,000 | $22.6M | 10.3% |
| DC DAKOTA GOLD CORP | 4,181,766 | $17.8M | 8.1% |
| VMET VERSAMET ROYALTIES CORP | 1,027,453 | $12.6M | 5.8% |
| SOCIEDAD QUIMICA Y MINERA DE | 135,933 | $10.1M | 4.6% |
| CCJ CAMECO CORP | 78,252 | $8.0M | 3.6% |
| CGAU CENTERRA GOLD INC | 492,816 | $7.8M | 3.6% |
| TECK TECK RESOURCES LTD | 112,539 | $6.7M | 3.0% |
| SVM SILVERCORP METALS INC | 557,663 | $5.6M | 2.6% |
| PDS PRECISION DRILLING CORP | 62,689 | $4.8M | 2.2% |
| FLR FLUOR CORP | 91,333 | $4.8M | 2.2% |
| MEOH METHANEX CORP | 96,548 | $4.5M | 2.0% |
| CF CF INDUSTRIES HOLD | 40,695 | $4.4M | 2.0% |
| EGO ELDORADO GOLD CORP NEW | 141,112 | $4.4M | 2.0% |
| DNN DENISON MINES CORP | 1,400,127 | $4.3M | 2.0% |
| OGC OCEANAGOLD CORP | 166,563 | $4.2M | 1.9% |
| FCX FREEPORT MCMORAN INC | 64,765 | $4.1M | 1.9% |
| HBM HUDBAY MINERALS INC | 170,937 | $4.0M | 1.8% |
| CENX CENTURY ALUM CO | 83,768 | $3.9M | 1.8% |
| LAR LITHIUM ARGENTINA AG | 396,732 | $3.3M | 1.5% |
| MOS MOSAIC CO | 97,820 | $2.1M | 0.9% |
| FNV FRANCO NEV CORP | 9,377 | $2.0M | 0.9% |
| STLD STEEL DYNAMICS INC | 8,485 | $1.9M | 0.9% |
| NXE NEXGEN ENERGY LTD | 187,926 | $1.8M | 0.8% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 12 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| VMET VERSAMET ROYALTIES CORP | 1,027,453 | $12.6M | 5.8% |
| CGAU CENTERRA GOLD INC | 492,816 | $7.8M | 3.6% |
| TECK TECK RESOURCES LTD | 112,539 | $6.7M | 3.0% |
| PDS PRECISION DRILLING CORP | 62,689 | $4.8M | 2.2% |
| FLR FLUOR CORP | 91,333 | $4.8M | 2.2% |
| CF CF INDUSTRIES HOLD | 40,695 | $4.4M | 2.0% |
| EGO ELDORADO GOLD CORP NEW | 141,112 | $4.4M | 2.0% |
| DNN DENISON MINES CORP | 1,400,127 | $4.3M | 2.0% |
| OGC OCEANAGOLD CORP | 166,563 | $4.2M | 1.9% |
| HBM HUDBAY MINERALS INC | 170,937 | $4.0M | 1.8% |
| MOS MOSAIC CO | 97,820 | $2.1M | 0.9% |
| NXE NEXGEN ENERGY LTD | 187,926 | $1.8M | 0.8% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 8 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| IAUX I-80 GOLD CORP | 12,537,281 | $19.0M | 8.7% |
| AU ANGLOGOLD ASHANTI PLC | 81,189 | $7.9M | 3.6% |
| IAG IAMGOLD CORP | 389,851 | $7.3M | 3.3% |
| SSRM SSR MINING IN | 161,838 | $4.8M | 2.2% |
| EQX EQUINOX GOLD CORP | 211,493 | $3.1M | 1.4% |
| NEW PAC METALS CORP | 616,769 | $2.6M | 1.2% |
| GRAFTECH INTL LTD SR NT | 245,668 | $1.7M | 0.8% |
| PPTA PERPETUA RESOURCES CORP | 56,935 | $1.6M | 0.7% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CCJ CAMECO CORP | 31,378 | 78,252 | +149.4% | $8.0M |
| LAR LITHIUM ARGENTINA AG | 221,317 | 396,732 | +79.3% | $3.3M |
| CENX CENTURY ALUM CO | 68,837 | 83,768 | +21.7% | $3.9M |
| SOCIEDAD QUIMICA Y MINERA DE | 127,379 | 135,933 | +6.7% | $10.1M |
| MEOH METHANEX CORP | 92,107 | 96,548 | +4.8% | $4.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| STLD STEEL DYNAMICS INC | 26,350 | 8,485 | -67.8% | $1.9M |
| FNV FRANCO NEV CORP | 14,833 | 9,377 | -36.8% | $2.0M |
| SVM SILVERCORP METALS INC | 661,970 | 557,663 | -15.8% | $5.6M |
| FCX FREEPORT MCMORAN INC | 64,893 | 64,765 | -0.2% | $4.1M |
CIK 2032200 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
