Orion Resource Partners Lp Top Holdings and 13F Report (2025) About Orion Resource Partners LpInvestment ActivityOrion Resource Partners Lp has $539.70 million in total holdings as of June 30, 2025.Orion Resource Partners Lp owns shares of 24 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 21.43% of the portfolio was purchased this quarter.About 30.98% of the portfolio was sold this quarter.This quarter, Orion Resource Partners Lp has purchased 18 new stocks and bought additional shares in 7 stocks.Orion Resource Partners Lp sold shares of 3 stocks and completely divested from 5 stocks this quarter.Largest Holdings Sandstorm Gold $196,300,011ALLIED GOLD CORP $103,633,851Skeena Resources $81,942,977Equinox Gold $70,640,727Dakota Gold $35,835,446 Largest New Holdings this Quarter 01921D204 - ALLIED GOLD CORP $103,633,851 HoldingG0378L100 - ANGLOGOLD ASHANTI PLC $1,346,797 Holding61945C103 - Mosaic $1,245,537 Holding916896103 - Uranium Energy $1,232,255 Holding858119100 - Steel Dynamics $967,628 Holding Largest Purchases this Quarter ALLIED GOLD CORP 7,714,312 shares (about $103.63M)ANGLOGOLD ASHANTI PLC 29,784 shares (about $1.35M)Mosaic 34,143 shares (about $1.25M)Uranium Energy 181,214 shares (about $1.23M)Steel Dynamics 7,559 shares (about $967.63K) Largest Sales this Quarter Equinox Gold 20,770,622 shares (about $119.98M)Skeena Resources 2,572,500 shares (about $40.95M)Sandstorm Gold 1 shares (about $9.41) Sector Allocation Over TimeMap of 500 Largest Holdings ofOrion Resource Partners Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSANDSandstorm Gold$196,300,011$9 ▼0.0%20,851,77136.4%Basic MaterialsALLIED GOLD CORP$103,633,851$103,633,851 ▲New Holding7,714,31219.2%COM NEWSKESkeena Resources$81,942,977$40,948,885 ▼-33.3%5,147,84015.2%Basic MaterialsEQXEquinox Gold$70,640,727$119,977,634 ▼-62.9%12,229,37813.1%Basic MaterialsDCDakota Gold$35,835,4460.0%9,711,5036.6%Basic MaterialsSLSSFSolaris Resources$25,011,7440.0%5,454,2014.6%Basic MaterialsI-80 GOLD CORP$12,795,3250.0%20,727,3512.4%COMANGLOGOLD ASHANTI PLC$1,346,797$1,346,797 ▲New Holding29,7840.2%COM SHSMOSMosaic$1,245,537$1,245,537 ▲New Holding34,1430.2%Basic MaterialsUECUranium Energy$1,232,255$1,232,255 ▲New Holding181,2140.2%Basic MaterialsSTLDSteel Dynamics$967,628$967,628 ▲New Holding7,5590.2%Basic MaterialsMEOHMethanex$940,143$633,453 ▲206.5%28,3340.2%Basic MaterialsUUUUEnergy Fuels$877,985$728,071 ▲485.7%152,6930.2%Basic MaterialsFLRFluor$859,900$859,900 ▲New Holding16,7720.2%ConstructionCDECoeur Mining$856,939$706,080 ▲468.0%96,7200.2%Basic MaterialsHBMHudBay Minerals$786,009$344,458 ▲78.0%74,0170.1%Basic MaterialsEROEro Copper$741,978$741,978 ▲New Holding43,8970.1%Basic MaterialsLITHIUM ARGENTINA AG$717,922$618,072 ▲619.0%345,1550.1%COM SHSFCXFreeport-McMoRan$711,677$711,677 ▲New Holding16,4170.1%Basic MaterialsPDSPrecision Drilling$642,181$642,181 ▲New Holding13,5940.1%EnergyCENXCentury Aluminum$615,329$413,415 ▲204.7%34,1470.1%IndustrialsASTLAlgoma Steel Group$368,242$368,242 ▲New Holding53,1930.1%Basic MaterialsPPTAPerpetua Resources$329,905$329,905 ▲New Holding27,1750.1%Basic MaterialsCOLLECTIVE MINING LTD$295,771$158,129 ▲114.9%27,0110.1%COMIEIvanhoe Electric$0$5,169,122 ▼-100.0%00.0%Business ServicesEXKEndeavour Silver$0$361,402 ▼-100.0%00.0%Basic MaterialsVALEVale$0$320,967 ▼-100.0%00.0%Basic MaterialsMAGMAG Silver$0$266,420 ▼-100.0%00.0%Basic MaterialsCLFCleveland-Cliffs$0$148,659 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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