Orion Resource Partners LP — 13F Holdings & Portfolio
CIK 2032200 · latest 13F-HR filed 2026-05-15
Orion Resource Partners LP manages $218.9M in 13F-reported U.S. long-equity assets across 20 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SKE (37.76%), SLSR (10.58%), DC (9.65%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 7, added to 11, and trimmed 3.
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.
$218.9M
Long-equity book
20
Distinct positions
2026-03-31
Filed 2026-05-15
+6 / −7 / ↑11 / ↓3
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SKEENA RES LTD NEW$16.7M +25.3%
- SOCIEDAD QUIMICA Y MINERA DE$7.6M +277.1%
- ANGLOGOLD ASHANTI PLC$5.7M +261.4%
- IAMGOLD CORP$5.3M +256.9%
- SILVERCORP METALS INC$4.1M +137.0%
Top Trims
- SOLARIS RES INC-$16.9M -42.2%
- DAKOTA GOLD CORP-$8.3M -28.2%
- I-80 GOLD CORP-$6.6M -25.7%
New Positions
- CENTURY ALUM CO$4.0M
- FRANCO NEV CORP$3.7M
- NEW PAC METALS CORP$2.6M
- GRAFTECH INTL LTD SR NT$1.7M
- PERPETUA RESOURCES CORP$1.6M
Exited Positions
- BARRICK MNG CORP$4.2M
- ELDORADO GOLD CORP NEW$4.0M
- ERO COPPER CORP$2.7M
- COEUR MNG INC$2.0M
- NEWMONT CORP$1.9M
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 | $82.6M | 37.76% | 2,775,640 | SH |
| 2 | SOLARIS RES INC | SLSR | 83419D201 | $23.2M | 10.58% | 2,700,000 | SH |
| 3 | DAKOTA GOLD CORP | DC | 46655E100 | $21.1M | 9.65% | 4,181,766 | SH |
| 4 | I-80 GOLD CORP | IAUX | 44955L106 | $19.0M | 8.69% | 12,537,281 | SH |
| 5 | SOCIEDAD QUIMICA Y MINERA DE | SQM | 833635105 | $10.3M | 4.71% | 127,379 | SH |
| 6 | ANGLOGOLD ASHANTI PLC | AU | G0378L100 | $7.9M | 3.61% | 81,189 | SH |
| 7 | IAMGOLD CORP | IAG | 450913108 | $7.3M | 3.35% | 389,851 | SH |
| 8 | SILVERCORP METALS INC | SVM | 82835P103 | $7.1M | 3.25% | 661,970 | SH |
| 9 | METHANEX CORP | MEOH | 59151K108 | $5.5M | 2.51% | 92,107 | SH |
| 10 | SSR MINING IN | SSRM | 784730103 | $4.8M | 2.17% | 161,838 | SH |
| 11 | STEEL DYNAMICS INC | STLD | 858119100 | $4.7M | 2.17% | 26,350 | SH |
| 12 | CENTURY ALUM CO | CENX | 156431108 | $4.0M | 1.85% | 68,837 | SH |
| 13 | FREEPORT MCMORAN INC | FCX | 35671D857 | $3.8M | 1.74% | 64,893 | SH |
| 14 | FRANCO NEV CORP | FNV | 351858105 | $3.7M | 1.68% | 14,833 | SH |
| 15 | CAMECO CORP | CCJ | 13321L108 | $3.4M | 1.56% | 31,378 | SH |
| 16 | EQUINOX GOLD CORP | EQX | 29446Y502 | $3.1M | 1.40% | 211,493 | SH |
| 17 | NEW PAC METALS CORP | NEWP | 64782A107 | $2.6M | 1.17% | 616,769 | SH |
| 18 | GRAFTECH INTL LTD SR NT | EAF | 384313607 | $1.7M | 0.76% | 245,668 | SH |
| 19 | PERPETUA RESOURCES CORP | PPTA | 714266103 | $1.6M | 0.73% | 56,935 | SH |
| 20 | LITHIUM ARGENTINA AG | LAR | H5012F103 | $1.5M | 0.68% | 221,317 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |