Holders — by stockHoldings — by fund
Orion Resource Partners LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002032200
$219.4M
disclosed book value
24
positions
33.7%
largest position share
Positions, as of 2026-06-30
top 24 of 24 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SKESKEENA RES LTD NEW | 2.8M | $73.9M | 33.7% |
| 2 | SLSRSOLARIS RES INC | 2.7M | $22.6M | 10.3% |
| 3 | DCDAKOTA GOLD CORP | 4.2M | $17.8M | 8.1% |
| 4 | VMETVERSAMET ROYALTIES CORP | 1.0M | $12.6M | 5.8% |
| 5 | SQMSOCIEDAD QUIMICA Y MINERA DE | 135,933 | $10.1M | 4.6% |
| 6 | CCJCAMECO CORP | 78,252 | $8.0M | 3.6% |
| 7 | CGAUCENTERRA GOLD INC | 492,816 | $7.8M | 3.6% |
| 8 | TECKTECK RESOURCES LTD | 112,539 | $6.7M | 3% |
| 9 | SVMSILVERCORP METALS INC | 557,663 | $5.6M | 2.6% |
| 10 | PDSPRECISION DRILLING CORP | 62,689 | $4.8M | 2.2% |
| 11 | FLRFLUOR CORP | 91,333 | $4.8M | 2.2% |
| 12 | MEOHMETHANEX CORP | 96,548 | $4.5M | 2% |
| 13 | CFCF INDUSTRIES HOLD | 40,695 | $4.4M | 2% |
| 14 | EGOELDORADO GOLD CORP NEW | 141,112 | $4.4M | 2% |
| 15 | DNNDENISON MINES CORP | 1.4M | $4.3M | 2% |
| 16 | OGCOCEANAGOLD CORP | 166,563 | $4.2M | 1.9% |
| 17 | FCXFREEPORT MCMORAN INC | 64,765 | $4.1M | 1.9% |
| 18 | HBMHUDBAY MINERALS INC | 170,937 | $4.0M | 1.8% |
| 19 | CENXCENTURY ALUM CO | 83,768 | $3.9M | 1.8% |
| 20 | LITHIUM ARGENTINA AG | 396,732 | $3.3M | 1.5% |
| 21 | MOSMOSAIC CO | 97,820 | $2.1M | 0.9% |
| 22 | FNVFRANCO NEV CORP | 9,377 | $2.0M | 0.9% |
| 23 | STLDSTEEL DYNAMICS INC | 8,485 | $1.9M | 0.9% |
| 24 | NXENEXGEN ENERGY LTD | 187,926 | $1.8M | 0.8% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.