Orion Resource Partners LP
13F Reported Value
ⓘ$218.9M
Holdings
20
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Orion Resource Partners LP disclosed 20 positions worth $218.9M in its Form 13F-HR for Q1 2026, led by $SKE (Skeena Resources Ltd) at 37.8% of the equity portfolio, followed by $SLSR and $DC. During the quarter the fund opened 6 new positions and exited 7 — including a new stake in $CENX and a full exit from $B. The portfolio is most concentrated in Materials (97.1% of disclosed assets). All figures are sourced directly from Orion Resource Partners LP’s Form 13F-HR filing with the SEC under CIK 2032200.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$82.6M2,775,640 sh - —
Quality
$23.2M2,700,000 sh - —
Quality
$21.1M4,181,766 sh - —
Quality
$19.0M12,537,281 sh - $10.3M127,379 sh
- —
Quality
$7.9M81,189 sh - —
Quality
$7.3M389,851 sh - —
Quality
$7.1M661,970 sh - —
Quality
$5.5M92,107 sh - 61.9
Quality
$4.8M161,838 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Skeena Resources Ltd$SKE | — | $82.6M | 2,775,640 |
 Solaris Resources Inc.$SLSR | — | $23.2M | 2,700,000 |
 Dakota Gold Corp.$DC | — | $21.1M | 4,181,766 |
 i-80 Gold Corp.$IAUX | — | $19.0M | 12,537,281 |
 CHEMICAL & MINING CO OF CHILE INC$SQM | — | $10.3M | 127,379 |
 AngloGold Ashanti PLC$AU | — | $7.9M | 81,189 |
 IAMGOLD CORP$IAG | — | $7.3M | 389,851 |
 SILVERCORP METALS INC$SVM | — | $7.1M | 661,970 |
 METHANEX CORP$MEOH | — | $5.5M | 92,107 |
 SSR MINING INC.$SSRM | 61.9 | $4.8M | 161,838 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Orion Resource Partners LP's 20 positions.
Showing top 10 of 20 holdings.
Sector Allocation
Materials
$212.4M
Financials
$4.8M
Technology
$1.7M
Full Holdings — Orion Resource Partners LP (Q1 2026)
All 20 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SKE | Skeena Resources Ltd | $82.6M | 37.8% | +0% | — |
| 2 | $SLSR | Solaris Resources Inc. | $23.2M | 10.6% | -46% | — |
| 3 | $DC | Dakota Gold Corp. | $21.1M | 9.7% | -19% | — |
| 4 | $IAUX | i-80 Gold Corp. | $19.0M | 8.7% | -28% | — |
| 5 | $SQM | CHEMICAL & MINING CO OF CHILE INC | $10.3M | 4.7% | +220% | — |
| 6 | $AU | AngloGold Ashanti PLC | $7.9M | 3.6% | +217% | — |
| 7 | $IAG | IAMGOLD CORP | $7.3M | 3.4% | +213% | — |
| 8 | $SVM | SILVERCORP METALS INC | $7.1M | 3.3% | +84% | — |
| 9 | $MEOH | METHANEX CORP | $5.5M | 2.5% | -27% | — |
| 10 | $SSRM | SSR MINING INC. | $4.8M | 2.2% | +82% | 61.9 |
| 11 |  $STLD | STEEL DYNAMICS INC | $4.7M | 2.2% | +126% | 56 |
| 12 |  $CENX | CENTURY ALUMINUM CO | $4.0M | 1.9% | NEW | 67 |
| 13 |  $FCX | FREEPORT-MCMORAN INC | $3.8M | 1.7% | +60% | 73.1 |
| 14 |  $FNV | FRANCO NEVADA Corp | $3.7M | 1.7% | NEW | — |
| 15 |  $CCJ | CAMECO CORP | $3.4M | 1.6% | +41% | — |
| 16 |  $EQX | Equinox Gold Corp. | $3.1M | 1.4% | +45% | — |
| 17 |  $NEWP | NEW PACIFIC METALS CORP | $2.6M | 1.2% | NEW | — |
| 18 |  $EAF | GRAFTECH INTERNATIONAL LTD | $1.7M | 0.8% | NEW | — |
| 19 |  $PPTA | PERPETUA RESOURCES CORP. | $1.6M | 0.7% | NEW | — |
| 20 |  $LAR | Lithium Argentina AG | $1.5M | 0.7% | NEW | — |
New Positions (6)
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