Orion Resource Partners LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$203.3M
Holdings
21
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SKE.TOSKEENA RES LTD NEW | 2,775,640 | $65.9M | 32.42% | |
| 2 | SLSSOLARIS RES INC | 5,000,000 | $40.1M | 19.71% | |
| 3 | DCDAKOTA GOLD CORP | 5,181,766 | $29.4M | 14.47% | |
| 4 | IAUI-80 GOLD CORP | 17,376,551 | $25.6M | 12.58% | |
| 5 | MEOHMETHANEX CORP | 126,323 | $5.0M | 2.46% | |
| 6 | BBARRICK MNG CORP | 96,183 | $4.2M | 2.06% | |
| 7 | ELDELDORADO GOLD CORP NEW | 110,608 | $4.0M | 1.95% | |
| 8 | SVMSILVERCORP METALS INC | 359,004 | $3.0M | 1.48% | |
| 9 | SQMSOCIEDAD QUIMICA Y MINERA DE | 39,744 | $2.7M | 1.34% | |
| 10 | EROERO COPPER CORP | 94,874 | $2.7M | 1.32% | |
| 11 | AUANGLOGOLD ASHANTI PLC | 25,648 | $2.2M | 1.08% | |
| 12 | FCXFREEPORT-MCMORAN INC | 40,668 | $2.1M | 1.02% | |
| 13 | IMGIAMGOLD CORP | 124,438 | $2.1M | 1.01% | |
| 14 | EQXEQUINOX GOLD CORP | 145,589 | $2.0M | 1.01% | |
| 15 | CCOCAMECO CORP | 22,317 | $2.0M | 1.00% | |
| 16 | CDECOEUR MNG INC | 114,205 | $2.0M | 1.00% | |
| 17 | STLDSTEEL DYNAMICS INC | 11,684 | $2.0M | 0.97% | |
| 18 | NEMNEWMONT CORP | 19,495 | $1.9M | 0.96% | |
| 19 | SSRMSSR MINING IN | 88,780 | $1.9M | 0.96% | |
| 20 | ASTLALGOMA STL GROUP INC | 381,728 | $1.6M | 0.77% | |
| 21 | GSMFERROGLOBE PLC | 184,883 | $857K | 0.42% |