Investor
Orion Resource Partners LP
CIK 0002032200 · filed 2026-05-15 · SEC filing
13F book
$218.9M
Positions
20
6 new · 7 sold
Largest name
37.8%
Skeena Res Ltd New
Est. mark
$21.5M
Price effect on 14 names still held. Flow −$5.96M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Skeena Res Ltd New | — | 2.78M | $82.6M | 37.8% | $16.7M | Held |
| Solaris Res Inc | — | 2.7M | $23.2M | 10.6% | $1.53M | Cut−$16.9M |
| Dakota Gold Corp. | DC | 4.18M | $21.1M | 9.6% | −$2.63M | Cut−$8.31M |
| I-80 Gold Corp | — | 12.5M | $19M | 8.7% | $557.6K | Cut−$6.56M |
| Sociedad Quimica Y Minera De | — | 127.4K | $10.3M | 4.7% | $482.5K | Added$7.58M |
| Anglogold Ashanti Plc | AU | 81.2K | $7.9M | 3.6% | $309.8K | Added$5.72M |
| Iamgold Corp | IAG | 389.9K | $7.33M | 3.3% | $285.7K | Added$5.28M |
| Silvercorp Metals Inc | SVM | 662K | $7.12M | 3.3% | $856.6K | Added$4.11M |
| Methanex Corp | MEOH | 92.1K | $5.49M | 2.5% | $1.83M | Cut$475.7K |
| Ssr Mining In | — | 161.8K | $4.75M | 2.2% | $660.4K | Added$2.81M |
| Steel Dynamics Inc | STLD | 26.4K | $4.74M | 2.2% | $123.3K | Added$2.76M |
| Century Alum Co | — | 68.8K | $4.04M | 1.8% | — | New |
| Freeport-Mcmoran Inc | FCX | 64.9K | $3.81M | 1.7% | $324.9K | Added$1.75M |
| Franco Nev Corp | — | 14.8K | $3.67M | 1.7% | — | New |
| Cameco Corp | CCJ | 31.4K | $3.41M | 1.6% | $382.1K | Added$1.37M |
| Equinox Gold Corp. | EQX | 211.5K | $3.05M | 1.4% | $55.6K | Added$1.01M |
| New Pac Metals Corp | — | 616.8K | $2.56M | 1.2% | — | New |
| Graftech Intl Ltd | — | 245.7K | $1.67M | 0.8% | — | New |
| Perpetua Resources Corp. | PPTA | 56.9K | $1.6M | 0.7% | — | New |
| Lithium Argentina Ag | LAR | 221.3K | $1.48M | 0.7% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.