Orion Resource Partners LP
13F Reported Value
ⓘ$219.4M
Holdings
24
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Orion Resource Partners LP disclosed 24 positions worth $219.4M in its Form 13F-HR for Q2 2026, led by $SKE (Skeena Resources Ltd) at 33.7% of the equity portfolio, followed by $SLSR and $DC. During the quarter the fund opened 12 new positions and exited 8 — including a new stake in $VMET and a full exit from $IAUX. The portfolio is most concentrated in Materials (89.9% 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 — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$73.9M2,775,640 sh - —
Quality
$22.6M2,700,000 sh - —
Quality
$17.8M4,181,766 sh - —
Quality
$12.6M1,027,453 sh - $10.1M135,933 sh
- —
Quality
$8.0M78,252 sh - —
Quality
$7.8M492,816 sh - —
Quality
$6.7M112,539 sh - —
Quality
$5.6M557,663 sh - —
Quality
$4.8M62,689 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Skeena Resources Ltd$SKE | — | $73.9M | 2,775,640 |
 Solaris Resources Inc.$SLSR | — | $22.6M | 2,700,000 |
 Dakota Gold Corp.$DC | — | $17.8M | 4,181,766 |
 Versamet Royalties Corp$VMET | — | $12.6M | 1,027,453 |
 CHEMICAL & MINING CO OF CHILE INC$SQM | — | $10.1M | 135,933 |
 CAMECO CORP$CCJ | — | $8.0M | 78,252 |
 Centerra Gold Inc.$CGAU | — | $7.8M | 492,816 |
 TECK RESOURCES LTD$TECK | — | $6.7M | 112,539 |
 SILVERCORP METALS INC$SVM | — | $5.6M | 557,663 |
 PRECISION DRILLING Corp$PDS | — | $4.8M | 62,689 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Orion Resource Partners LP's 24 positions.
Showing top 10 of 24 holdings.
Sector Allocation
Materials
$197.2M
Financials
$12.6M
Energy
$4.8M
Industrials
$4.8M
Full Holdings — Orion Resource Partners LP (Q2 2026)
All 24 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 | $73.9M | 33.7% | +0% | — |
| 2 | $SLSR | Solaris Resources Inc. | $22.6M | 10.3% | +0% | — |
| 3 | $DC | Dakota Gold Corp. | $17.8M | 8.1% | +0% | — |
| 4 | $VMET | Versamet Royalties Corp | $12.6M | 5.8% | NEW | — |
| 5 | $SQM | CHEMICAL & MINING CO OF CHILE INC | $10.1M | 4.6% | +7% | — |
| 6 | $CCJ | CAMECO CORP | $8.0M | 3.6% | +149% | — |
| 7 | $CGAU | Centerra Gold Inc. | $7.8M | 3.6% | NEW | — |
| 8 | $TECK | TECK RESOURCES LTD | $6.7M | 3.0% | NEW | — |
| 9 | $SVM | SILVERCORP METALS INC | $5.6M | 2.6% | -16% | — |
| 10 | $PDS | PRECISION DRILLING Corp | $4.8M | 2.2% | NEW | — |
| 11 |  $FLR | FLUOR CORP | $4.8M | 2.2% | NEW | 47.6 |
| 12 |  $MEOH | METHANEX CORP | $4.5M | 2.0% | +5% | — |
| 13 |  $CF | CF Industries Holdings, Inc. | $4.4M | 2.0% | NEW | 77.4 |
| 14 |  $EGO | ELDORADO GOLD CORP /FI | $4.4M | 2.0% | NEW | — |
| 15 |  $DNN | DENISON MINES CORP. | $4.3M | 2.0% | NEW | — |
| 16 |  $OGC | OceanaGold Corp | $4.2M | 1.9% | NEW | — |
| 17 |  $FCX | FREEPORT-MCMORAN INC | $4.1M | 1.9% | -0% | 62 |
| 18 |  $HBM | Hudbay Minerals Inc. | $4.0M | 1.8% | NEW | — |
| 19 |  $CENX | CENTURY ALUMINUM CO | $3.9M | 1.8% | +22% | 63.3 |
| 20 |  $LAR | Lithium Argentina AG | $3.3M | 1.5% | +79% | — |
| 21 |  $MOS | MOSAIC CO | $2.1M | 0.9% | NEW | 39.2 |
| 22 |  $FNV | FRANCO NEVADA Corp | $2.0M | 0.9% | -37% | — |
| 23 |  $STLD | STEEL DYNAMICS INC | $1.9M | 0.9% | -68% | 57.7 |
| 24 |  $NXE | NexGen Energy Ltd. | $1.8M | 0.8% | NEW | — |
New Positions (12)
$VMET Versamet Royalties Corp$12.6M$CGAU Centerra Gold Inc.$7.8M$TECK TECK RESOURCES LTD$6.7M$PDS PRECISION DRILLING Corp$4.8M$FLR FLUOR CORP$4.8M$CF CF Industries Holdings, Inc.$4.4M$EGO ELDORADO GOLD CORP /FI$4.4M$DNN DENISON MINES CORP.$4.3M$OGC OceanaGold Corp$4.2M$HBM Hudbay Minerals Inc.$4.0M$MOS MOSAIC CO$2.1M$NXE NexGen Energy Ltd.$1.8M
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