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Orion Resource Partners Lp Top Holdings and 13F Report (2026)

About Orion Resource Partners Lp

Investment Activity

  • Orion Resource Partners Lp has $218.86 million in total holdings as of March 31, 2026.
  • Orion Resource Partners Lp owns shares of 20 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 20.06% of the portfolio was purchased this quarter.
  • About 23.50% of the portfolio was sold this quarter.
  • This quarter, Orion Resource Partners Lp has purchased 21 new stocks and bought additional shares in 9 stocks.
  • Orion Resource Partners Lp sold shares of 4 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Skeena Resources
$82,635,238
Solaris Resources
$23,166,000
Dakota Gold
$21,117,918
I-80 GOLD CORP
$19,009,602

Largest New Holdings this Quarter

156431108 - Century Aluminum
$4,040,044 Holding
351858105 - Franco-Nevada
$3,671,490 Holding
64782A107 - NEW PAC METALS CORP
$2,557,323 Holding
384313607 - GRAFTECH INTL LTD SR NT
$1,665,629 Holding
714266103 - Perpetua Resources
$1,601,012 Holding

Largest Purchases this Quarter

Sociedad Quimica y Minera
87,635 shares (about $7.09M)
ANGLOGOLD ASHANTI PLC
55,541 shares (about $5.41M)
Iamgold
265,413 shares (about $4.99M)
Century Aluminum
68,837 shares (about $4.04M)
Franco-Nevada
14,833 shares (about $3.67M)

Largest Sales this Quarter

Solaris Resources
2,300,000 shares (about $19.73M)
I-80 GOLD CORP
4,839,270 shares (about $7.34M)
Dakota Gold
1,000,000 shares (about $5.05M)
Methanex
34,216 shares (about $2.04M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofOrion Resource Partners Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Skeena Resources Limited stock logo
SKE
Skeena Resources
$82,635,2380.0%2,775,64037.8%Basic Materials
Solaris Resources Inc. stock logo
SLSSF
Solaris Resources
$23,166,000$19,734,000 â–¼-46.0%2,700,00010.6%Basic Materials
Dakota Gold Corp. stock logo
DC
Dakota Gold
$21,117,918$5,050,000 â–¼-19.3%4,181,7669.6%Basic Materials
I-80 GOLD CORP
$19,009,602$7,337,524 â–¼-27.8%12,537,2818.7%COM
Sociedad Quimica y Minera S.A. stock logo
SQM
Sociedad Quimica y Minera
$10,310,056$7,093,177 â–²220.5%127,3794.7%Basic Materials
ANGLOGOLD ASHANTI PLC
$7,904,561$5,407,472 â–²216.6%81,1893.6%COM SHS
Iamgold Corporation stock logo
IAG
Iamgold
$7,328,644$4,989,387 â–²213.3%389,8513.3%Basic Materials
Silvercorp Metals Inc. stock logo
SVM
Silvercorp Metals
$7,116,347$3,256,962 â–²84.4%661,9703.3%Basic Materials
Methanex Corporation stock logo
MEOH
Methanex
$5,486,331$2,038,068 â–¼-27.1%92,1072.5%Basic Materials
Silver Standard Resources Inc. stock logo
SSRM
Silver Standard Resources
$4,751,887$2,145,129 â–²82.3%161,8382.2%Basic Materials
Steel Dynamics, Inc. stock logo
STLD
Steel Dynamics
$4,743,000$2,639,880 â–²125.5%26,3502.2%Basic Materials
Century Aluminum Company stock logo
CENX
Century Aluminum
$4,040,044$4,040,044 â–²New Holding68,8371.8%Industrials
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$3,814,411$1,423,946 â–²59.6%64,8931.7%Basic Materials
Franco-Nevada Corporation stock logo
FNV
Franco-Nevada
$3,671,490$3,671,490 â–²New Holding14,8331.7%Basic Materials
Cameco Corporation stock logo
CCJ
Cameco
$3,407,965$984,115 â–²40.6%31,3781.6%Basic Materials
Equinox Gold Corp. stock logo
EQX
Equinox Gold
$3,053,255$951,434 â–²45.3%211,4931.4%Basic Materials
NEW PAC METALS CORP
$2,557,323$2,557,323 â–²New Holding616,7691.2%COM
GRAFTECH INTL LTD SR NT
$1,665,629$1,665,629 â–²New Holding245,6680.8%COM NEW
Perpetua Resources Corp. stock logo
PPTA
Perpetua Resources
$1,601,012$1,601,012 â–²New Holding56,9350.7%Basic Materials
LITHIUM ARGENTINA AG
$1,478,398$1,478,398 â–²New Holding221,3170.7%COM SHS
BARRICK MNG CORP
$0$4,188,770 â–¼-100.0%00.0%COM SHS
Eldorado Gold Corporation stock logo
EGO
Eldorado Gold
$0$3,975,455 â–¼-100.0%00.0%Basic Materials
Ero Copper Corp. stock logo
ERO
Ero Copper
$0$2,691,735 â–¼-100.0%00.0%Basic Materials
Coeur Mining, Inc. stock logo
CDE
Coeur Mining
$0$2,036,275 â–¼-100.0%00.0%Basic Materials
Newmont Corporation stock logo
NEM
Newmont
$0$1,946,576 â–¼-100.0%00.0%Basic Materials
Algoma Steel Group Inc. stock logo
ASTL
Algoma Steel Group
$0$1,571,418 â–¼-100.0%00.0%Basic Materials
Ferroglobe PLC stock logo
GSM
Ferroglobe
$0$857,857 â–¼-100.0%00.0%Basic Materials

Showing largest 100 holdings. View all holdings.
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