Orion Resource Partners LP — 13F Holdings & Portfolio
CIK 2032200 · latest 13F-HR filed 2026-08-14
Orion Resource Partners LP manages $219.4M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SKE (33.68%), SLSR (10.31%), DC (8.12%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 8, added to 3, and trimmed 6.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
NEW YORK, NY 10018
$219.4M
Long-equity book
24
Distinct positions
2026-06-30
Filed 2026-08-14
+12 / −8 / ↑3 / ↓6
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CAMECO CORP$4.6M +133.9%
- LITHIUM ARGENTINA AG$1.8M +121.9%
- FREEPORT MCMORAN INC$258.7K +6.8%
Top Trims
- SKEENA RES LTD NEW-$8.7M -10.6%
- DAKOTA GOLD CORP-$3.3M -15.6%
- STEEL DYNAMICS INC-$2.8M -59.0%
- FRANCO NEV CORP-$1.7M -46.8%
- SILVERCORP METALS INC-$1.5M -20.7%
New Positions
- VERSAMET ROYALTIES CORP$12.6M
- CENTERRA GOLD INC$7.8M
- TECK RESOURCES LTD$6.7M
- PRECISION DRILLING CORP$4.8M
- FLUOR CORP$4.8M
Exited Positions
- I-80 GOLD CORP$19.0M
- ANGLOGOLD ASHANTI PLC$7.9M
- IAMGOLD CORP$7.3M
- SSR MINING IN$4.8M
- EQUINOX GOLD CORP$3.1M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SKEENA RES LTD NEW | SKE | 83056P715 | $73.9M | 33.68% | 2,775,640 | SH |
| 2 | SOLARIS RES INC | SLSR | 83419D201 | $22.6M | 10.31% | 2,700,000 | SH |
| 3 | DAKOTA GOLD CORP | DC | 46655E100 | $17.8M | 8.12% | 4,181,766 | SH |
| 4 | VERSAMET ROYALTIES CORP | VMET | 92528V200 | $12.6M | 5.76% | 1,027,453 | SH |
| 5 | SOCIEDAD QUIMICA Y MINERA DE | SQM | 833635105 | $10.1M | 4.59% | 135,933 | SH |
| 6 | CAMECO CORP | CCJ | 13321L108 | $8.0M | 3.63% | 78,252 | SH |
| 7 | CENTERRA GOLD INC | CGAU | 152006102 | $7.8M | 3.56% | 492,816 | SH |
| 8 | TECK RESOURCES LTD | TECK | 878742204 | $6.7M | 3.05% | 112,539 | SH |
| 9 | SILVERCORP METALS INC | SVM | 82835P103 | $5.6M | 2.57% | 557,663 | SH |
| 10 | PRECISION DRILLING CORP | PDS | 74022D407 | $4.8M | 2.19% | 62,689 | SH |
| 11 | FLUOR CORP | FLR | 343412102 | $4.8M | 2.18% | 91,333 | SH |
| 12 | METHANEX CORP | MEOH | 59151K108 | $4.5M | 2.03% | 96,548 | SH |
| 13 | CF INDUSTRIES HOLD | CF | 125269100 | $4.4M | 2.01% | 40,695 | SH |
| 14 | ELDORADO GOLD CORP NEW | EGO | 284902509 | $4.4M | 2.00% | 141,112 | SH |
| 15 | DENISON MINES CORP | DNN | 248356107 | $4.3M | 1.96% | 1,400,127 | SH |
| 16 | OCEANAGOLD CORP | OGC | 675222400 | $4.2M | 1.90% | 166,563 | SH |
| 17 | FREEPORT MCMORAN INC | FCX | 35671D857 | $4.1M | 1.86% | 64,765 | SH |
| 18 | HUDBAY MINERALS INC | HBM | 443628102 | $4.0M | 1.84% | 170,937 | SH |
| 19 | CENTURY ALUM CO | CENX | 156431108 | $3.9M | 1.76% | 83,768 | SH |
| 20 | LITHIUM ARGENTINA AG | LAR | H5012F103 | $3.3M | 1.50% | 396,732 | SH |
| 21 | MOSAIC CO | MOS | 61945C103 | $2.1M | 0.94% | 97,820 | SH |
| 22 | FRANCO NEV CORP | FNV | 351858105 | $2.0M | 0.89% | 9,377 | SH |
| 23 | STEEL DYNAMICS INC | STLD | 858119100 | $1.9M | 0.89% | 8,485 | SH |
| 24 | NEXGEN ENERGY LTD | NXE | 65340P106 | $1.8M | 0.80% | 187,926 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $219.4M | 24 | 0000905148-26-003750 |
| 2026-03-31 | 2026-05-15 | $218.9M | 20 | 0000905148-26-002383 |
| 2025-12-31 | 2026-02-17 | $203.3M | 21 | 0000905148-26-000867 |
| 2025-09-30 | 2025-11-14 | $275.2M | 27 | 0000905148-25-004044 |