Orion Resource Partners LP

Orion Resource Partners LP reported 24 holdings worth US$219M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Orion Resource Partners LP reported 24 holdings worth US$219M as of Jun 30, 2026. Largest: Skeena Resources Limited, Solaris Resources Inc and Dakota Gold Corp. Filed Aug 14, 2026 (Form 13F).

Holdings
24
Value as reported
US$219M

The filing in full

CompanySharesValue as reported% of portfolio
Skeena Resources Limited2.78MUS$73.9M33.7%
Solaris Resources Inc2.7MUS$22.6M10.3%
Dakota Gold Corp.4.18MUS$17.8M8.1%
Versamet Royalties Corp.1.03MUS$12.6M5.8%
Sociedad Quimica Y Minera De Chile Sa Pfd Series A136KUS$10.1M4.6%
Cameco Corporation78,252US$7.97M3.6%
Centerra Gold Inc.493KUS$7.81M3.6%
Teck Resources Limited Class A113KUS$6.69M3.0%
Silvercorp Metals Inc.558KUS$5.64M2.6%
Precision Drilling Corporation62,689US$4.81M2.2%
Fluor Corporation91,333US$4.78M2.2%
Methanex Corporation96,548US$4.46M2.0%
Cf Industries Holdings, Inc.40,695US$4.41M2.0%
Eldorado Gold Corporation141KUS$4.39M2.0%
Denison Mines Corp.1.4MUS$4.29M2.0%
Oceanagold Corporation167KUS$4.17M1.9%
Freeport-mcmoran, Inc.64,765US$4.07M1.9%
Hudbay Minerals Inc171KUS$4.03M1.8%
Century Aluminum Company83,768US$3.85M1.8%
Mosaic Company (the)97,820US$2.07M0.94%
Franco-nevada Corporation9,377US$1.95M0.89%
Steel Dynamics, Inc.8,485US$1.95M0.89%
Nexgen Energy Ltd.188KUS$1.76M0.80%
Equinox Gold Corp.0US$00.00%
Graftech International Ltd.0US$00.00%
I-80 Gold Corp0US$00.00%
Iamgold Corporation0US$00.00%
New Pacific Metals Corp0US$00.00%
Perpetua Resources Corp.0US$00.00%
Ssr Mining Inc.0US$00.00%

Source

View original at SEC

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