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 and exited 8; 3 existing positions rose in reported value and 6 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 77.5%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 30, 2026.
LONDON W1G9HL
United Kingdom
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| Barton, Michael Control | OFFICER since Feb 2016 | Less than 5% | Individual |
| OMFM GP LLC Control | MANAGING MEMBER since Apr 2023 | 75% or more | Domestic Entity |
| LEWNOWSKI, ELEANOR, MARY O Control Indirect owner via THE LANGDALE TRUST | TRUSTEE since Dec 2012 | General partner, trustee or manager | Individual |
| LEWNOWSKI, OSKAR, PAUL Control Indirect owner via ORION RESOURCE PARTNERS GP LLC | SOLE MEMBER since Dec 2005 | 75% or more | Individual |
| ORION RESOURCE PARTNERS GP LLC Control Indirect owner via ORION RESOURCE PARTNERS LP | GENERAL PARTNER since May 2012 | General partner, trustee or manager | Domestic Entity |
| ORION RESOURCE PARTNERS LP Control Indirect owner via OMFM GP LLC | MANAGING MEMBER since May 2023 | 75% or more | Domestic Entity |
| THE LANGDALE TRUST Control Indirect owner via ORION RESOURCE PARTNERS LP | LIMITED PARTNER since May 2022 | 75% or more | Domestic Entity |
| US TRUST COMPANY OF DELAWARE Control Indirect owner via THE LANGDALE TRUST | TRUSTEE since Dec 2012 | General partner, trustee or manager | Domestic Entity |
Ownership & leadership changes · 2 filings with changes since May 27, 2021
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedCLEGG, PHILIP, DAVID · OFFICER · Less than 5% · control person · listed since Feb 2016
- AddedLEWNOWSKI, ELEANOR, MARY O · TRUSTEE · General partner, trustee or manager · indirect via THE LANGDALE TRUST · control person
- AddedLEWNOWSKI, OSKAR, PAUL · SOLE MEMBER · 75% or more · indirect via ORION RESOURCE PARTNERS GP LLC · control person
- AddedOMFM GP LLC · MANAGING MEMBER · 75% or more · control person
- AddedORION RESOURCE PARTNERS GP LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via ORION RESOURCE PARTNERS LP · control person
- AddedORION RESOURCE PARTNERS LP · MANAGING MEMBER · 75% or more · indirect via OMFM GP LLC · control person
- AddedTHE LANGDALE TRUST · LIMITED PARTNER · 75% or more · indirect via ORION RESOURCE PARTNERS LP · control person
- AddedUS TRUST COMPANY OF DELAWARE · TRUSTEE · General partner, trustee or manager · indirect via THE LANGDALE TRUST · control person
- ChangedBarton, Michael · title PARTNER → OFFICER; ownership 75% or more → Less than 5%
- ChangedCLEGG, PHILIP, DAVID · title PARTNER → OFFICER; ownership 10–25% → Less than 5%
- ListedBarton, Michael · PARTNER · 75% or more · control person
- ListedCLEGG, PHILIP, DAVID · PARTNER · 10–25% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
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
Orion Resource Partners LP Holdings (2026-06-30)
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 |
NEW YORK, NY 10018