Orion Resource Partners Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$218.9M
Q ending 2026-03-31
Prior quarter
$203.3M
Q ending 2025-12-31
Change
+7.6% QoQ · -58.4% YoY
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Skeena Res Ltd New | SKE | Shares | $82.6M | 2.8M |
| Solaris Res Inc | SLSR | Shares | $23.2M | 2.7M |
| Dakota Gold Corp | DC | Shares | $21.1M | 4.2M |
| I-80 Gold Corp | IAUX | Shares | $19.0M | 12.5M |
| Sociedad Quimica Y Minera De | SQM | Shares | $10.3M | 127K |
| Anglogold Ashanti Plc | Shares | $7.9M | 81K | |
| Iamgold Corp | IAG | Shares | $7.3M | 390K |
| Silvercorp Metals Inc | SVM | Shares | $7.1M | 662K |
| Methanex Corp | MEOH | Shares | $5.5M | 92K |
| Ssr Mining In | SSRM | Shares | $4.8M | 162K |
| Steel Dynamics Inc | STLD | Shares | $4.7M | 26K |
| Century Alum Co | CENX | Shares | $4.0M | 69K |
| Freeport Mcmoran Inc | FCX | Shares | $3.8M | 65K |
| Franco Nev Corp | FNV | Shares | $3.7M | 15K |
| Cameco Corp | CCJ | Shares | $3.4M | 31K |
| Equinox Gold Corp | EQX | Shares | $3.1M | 211K |
| New Pac Metals Corp | NEWP | Shares | $2.6M | 617K |
| Graftech Intl Ltd Sr Nt | EAF | Shares | $1.7M | 246K |
| Perpetua Resources Corp | PPTA | Shares | $1.6M | 57K |
| Lithium Argentina Ag | Shares | $1.5M | 221K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.