Orion Resource Partners LP
CIK: 0002032200Latest portfolio: $203.3M · Q4 2025
Holdings
21
Total Value
$203.3M
New Positions
4
Closed Positions
10
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SKE.TOSKEENA RES LTD NEW | 2,775,640 | $65.9M | 32.42% | -672,200 | |
| 2 | SLSSOLARIS RES INC | 5,000,000 | $40.1M | 19.71% | -454,201 | |
| 3 | DCDAKOTA GOLD CORP | 5,181,766 | $29.4M | 14.47% | -2,000,000 | |
| 4 | IAUI-80 GOLD CORP | 17,376,551 | $25.6M | 12.58% | — | |
| 5 | MEOHMETHANEX CORP | 126,323 | $5.0M | 2.46% | +77K | |
| 6 | BBARRICK MNG CORP | 96,183 | $4.2M | 2.06% | +46K | |
| 7 | ELDELDORADO GOLD CORP NEW | 110,608 | $4.0M | 1.95% | +24K | |
| 8 | SVMSILVERCORP METALS INC | 359,004 | $3.0M | 1.48% | +255K | |
| 9 | SQMSOCIEDAD QUIMICA Y MINERA DE | 39,744 | $2.7M | 1.34% | +19K | |
| 10 | EROERO COPPER CORP | 94,874 | $2.7M | 1.32% | -27,009 | |
| 11 | AUANGLOGOLD ASHANTI PLC | 25,648 | $2.2M | 1.08% | NEW | |
| 12 | FCXFREEPORT-MCMORAN INC | 40,668 | $2.1M | 1.02% | NEW | |
| 13 | IMGIAMGOLD CORP | 124,438 | $2.1M | 1.01% | +6K | |
| 14 | EQXEQUINOX GOLD CORP | 145,589 | $2.0M | 1.01% | +84K | |
| 15 | CCOCAMECO CORP | 22,317 | $2.0M | 1.00% | -4,811 | |
| 16 | CDECOEUR MNG INC | 114,205 | $2.0M | 1.00% | +4K | |
| 17 | STLDSTEEL DYNAMICS INC | 11,684 | $2.0M | 0.97% | NEW | |
| 18 | NEMNEWMONT CORP | 19,495 | $1.9M | 0.96% | +4K | |
| 19 | SSRMSSR MINING IN | 88,780 | $1.9M | 0.96% | +62K | |
| 20 | ASTLALGOMA STL GROUP INC | 381,728 | $1.6M | 0.77% | +242K | |
| 21 | GSMFERROGLOBE PLC | 184,883 | $857K | 0.42% | NEW |
Quarterly Changes
Sector Breakdown
Basic Materials0.0% ($2.9432501041883002e+50T)
Financial Services0.0% ($255.7B)
Unknown0.0% ($65.9M)
Healthcare0.0% ($40.1M)
Consumer Defensive0.0% ($2.1M)
Communication Services0.0% ($2.0M)
Filing History
Fund Information
Orion Resource Partners LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $203.3M across 21 holdings. The largest position is SKEENA RES LTD NEW (SKE.TO), representing 32.4% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 10 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.