Orion Resource Partners Lp Top Holdings and 13F Report (2026) About Orion Resource Partners LpInvestment ActivityOrion Resource Partners Lp has $219.44 million in total holdings as of June 30, 2026.Orion Resource Partners Lp owns shares of 24 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 31.72% of the portfolio was purchased this quarter.About 24.69% of the portfolio was sold this quarter.This quarter, Orion Resource Partners Lp has purchased 20 new stocks and bought additional shares in 5 stocks.Orion Resource Partners Lp sold shares of 4 stocks and completely divested from 8 stocks this quarter.Largest Holdings Skeena Resources $73,905,079Solaris Resources $22,626,000Dakota Gold $17,814,323VERSAMET ROYALTIES CORP $12,637,672Sociedad Quimica y Minera $10,064,479 Largest New Holdings this Quarter 92528V200 - VERSAMET ROYALTIES CORP $12,637,672 Holding152006102 - Centerra Gold $7,807,169 Holding878742204 - Teck Resources $6,691,569 Holding74022D407 - Precision Drilling $4,805,739 Holding343412102 - Fluor $4,784,936 Holding Largest Purchases this Quarter VERSAMET ROYALTIES CORP 1,027,453 shares (about $12.64M)Centerra Gold 492,816 shares (about $7.81M)Teck Resources 112,539 shares (about $6.69M)Precision Drilling 62,689 shares (about $4.81M)Fluor 91,333 shares (about $4.78M) Largest Sales this Quarter Steel Dynamics 17,865 shares (about $4.10M)Franco-Nevada 5,456 shares (about $1.14M)Silvercorp Metals 104,307 shares (about $1.06M)Freeport-McMoRan 128 shares (about $8.05K) 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 PortfolioSectorSKESkeena Resources$73,905,0790.0%2,775,64033.7%MaterialsSLSSFSolaris Resources$22,626,0000.0%2,700,00010.3%MaterialsDCDakota Gold$17,814,3230.0%4,181,7668.1%MaterialsVERSAMET ROYALTIES CORP$12,637,672$12,637,672 â–²New Holding1,027,4535.8%COM NEWSQMSociedad Quimica y Minera$10,064,479$633,338 â–²6.7%135,9334.6%MaterialsCCJCameco$7,970,749$4,774,586 â–²149.4%78,2523.6%EnergyCGAUCenterra Gold$7,807,169$7,807,169 â–²New Holding492,8163.6%MaterialsTECKTeck Resources$6,691,569$6,691,569 â–²New Holding112,5393.0%MaterialsSVMSilvercorp Metals$5,640,864$1,055,085 â–¼-15.8%557,6632.6%MaterialsPDSPrecision Drilling$4,805,739$4,805,739 â–²New Holding62,6892.2%EnergyFLRFluor$4,784,936$4,784,936 â–²New Holding91,3332.2%IndustrialsMEOHMethanex$4,455,231$204,931 â–²4.8%96,5482.0%MaterialsCFCF Industries$4,405,641$4,405,641 â–²New Holding40,6952.0%MaterialsEGOEldorado Gold$4,387,485$4,387,485 â–²New Holding141,1122.0%MaterialsDNNDenison Mine$4,290,185$4,290,185 â–²New Holding1,400,1272.0%MaterialsOCEANAGOLD CORP$4,170,974$4,170,974 â–²New Holding166,5631.9%COM NEWFCXFreeport-McMoRan$4,073,071$8,050 â–¼-0.2%64,7651.9%MaterialsHBMHudBay Minerals$4,032,465$4,032,465 â–²New Holding170,9371.8%MaterialsCENXCentury Aluminum$3,854,166$686,975 â–²21.7%83,7681.8%MaterialsLITHIUM ARGENTINA AG$3,280,974$1,450,682 â–²79.3%396,7321.5%COM SHSMOSMosaic$2,072,806$2,072,806 â–²New Holding97,8200.9%MaterialsFNVFranco-Nevada$1,954,665$1,137,320 â–¼-36.8%9,3770.9%MaterialsSTLDSteel Dynamics$1,946,968$4,099,303 â–¼-67.8%8,4850.9%MaterialsNXENexGen Energy$1,763,236$1,763,236 â–²New Holding187,9260.8%EnergyI-80 GOLD CORP$0$19,009,602 â–¼-100.0%00.0%COMANGLOGOLD ASHANTI PLC$0$7,904,561 â–¼-100.0%00.0%COM SHSIAGIamgold$0$7,328,644 â–¼-100.0%00.0%MaterialsSSRMSilver Standard Resources$0$4,751,887 â–¼-100.0%00.0%MaterialsEQXEquinox Gold$0$3,053,255 â–¼-100.0%00.0%MaterialsNEW PAC METALS CORP$0$2,557,323 â–¼-100.0%00.0%COMGRAFTECH INTL LTD SR NT$0$1,665,629 â–¼-100.0%00.0%COM NEWPPTAPerpetua Resources$0$1,601,012 â–¼-100.0%00.0%MaterialsShowing largest 100 holdings. 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