Orion Resource Partners LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$539.7B
Holdings
24
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AYS1SANDSTORM GOLD LTD | 20,851,771 | $196.3B | 36.37% | |
| 2 | AAUCALLIED GOLD CORP | 7,714,312 | $103.6B | 19.20% | |
| 3 | SKE.TOSKEENA RES LTD NEW | 5,147,840 | $81.9B | 15.18% | |
| 4 | EQXEQUINOX GOLD CORP | 12,229,378 | $70.6B | 13.09% | |
| 5 | DCDAKOTA GOLD CORP | 9,711,503 | $35.8B | 6.64% | |
| 6 | SLSSOLARIS RES INC | 5,454,201 | $25.0B | 4.63% | |
| 7 | IAUI-80 GOLD CORP | 20,727,351 | $12.8B | 2.37% | |
| 8 | AUANGLOGOLD ASHANTI PLC | 29,784 | $1.3B | 0.25% | |
| 9 | MOSMOSAIC CO NEW | 34,143 | $1.2B | 0.23% | |
| 10 | U6ZURANIUM ENERGY CORP | 181,214 | $1.2B | 0.23% | |
| 11 | STLDSTEEL DYNAMICS INC | 7,559 | $967.6M | 0.18% | |
| 12 | MEOHMETHANEX CORP | 28,334 | $940.1M | 0.17% | |
| 13 | EFRENERGY FUELS INC | 152,693 | $878.0M | 0.16% | |
| 14 | FLRFLUOR CORP NEW | 16,772 | $859.9M | 0.16% | |
| 15 | CDECOEUR MNG INC | 96,720 | $856.9M | 0.16% | |
| 16 | HBMHUDBAY MINERALS INC | 74,017 | $786.0M | 0.15% | |
| 17 | EROERO COPPER CORP | 43,897 | $742.0M | 0.14% | |
| 18 | LARLITHIUM ARGENTINA AG | 345,155 | $717.9M | 0.13% | |
| 19 | FCXFREEPORT-MCMORAN INC | 16,417 | $711.7M | 0.13% | |
| 20 | PDSPRECISION DRILLING CORP | 13,594 | $642.2M | 0.12% | |
| 21 | CENXCENTURY ALUM CO | 34,147 | $615.3M | 0.11% | |
| 22 | ASTLALGOMA STL GROUP INC | 53,193 | $368.2M | 0.07% | |
| 23 | PPTAPERPETUA RESOURCES CORP | 27,175 | $329.9M | 0.06% | |
| 24 | CNLCOLLECTIVE MINING LTD | 27,011 | $295.8M | 0.05% |