Orion Resource Partners Lp Portfolio Stock Holdings
Orion Resource Partners Lp disclosed 20 stock positions valued at approximately $218.9 million in its latest SEC 13F filing. The largest holdings include SKEENA RES LTD NEW, SOLARIS RES INC, and DAKOTA GOLD CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 20
- Portfolio Value
- $218.9M
Holdings by Sector
Orion Resource Partners Lp Portfolio Holdings in Q1 2026
18 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SKEENA RES LTD NEW | SKE | Basic Materials | 37.76% | 2,775,640 | - | - | $82,635,238 |
| SOLARIS RES INC | SLSR | Basic Materials | 10.58% | 2,700,000 | -2,300,000 | -46.00% | $23,166,000 |
| DAKOTA GOLD CORP | DC | Basic Materials | 9.65% | 4,181,766 | -1,000,000 | -19.30% | $21,117,918 |
| I-80 GOLD CORP | IAUX | Basic Materials | 8.69% | 12,537,281 | -4,839,270 | -27.85% | $19,009,602 |
| SOCIEDAD QUIMICA Y MINERA DE | SQM | Basic Materials | 4.71% | 127,379 | +87,635 | +220.50% | $10,310,056 |
| ANGLOGOLD ASHANTI PLC | AU | Other | 3.61% | 81,189 | +55,541 | +216.55% | $7,904,561 |
| IAMGOLD CORP | IAG | Basic Materials | 3.35% | 389,851 | +265,413 | +213.29% | $7,328,644 |
| SILVERCORP METALS INC | SVM | Basic Materials | 3.25% | 661,970 | +302,966 | +84.39% | $7,116,347 |
| METHANEX CORP | MEOH | Basic Materials | 2.51% | 92,107 | -34,216 | -27.09% | $5,486,331 |
| SSR MINING IN | SSRM | Basic Materials | 2.17% | 161,838 | +73,058 | +82.29% | $4,751,887 |
| STEEL DYNAMICS INC | STLD | Basic Materials | 2.17% | 26,350 | +14,666 | +125.52% | $4,743,000 |
| CENTURY ALUM CO | CENX | Basic Materials | 1.85% | 68,837 | +68,837 | +100.00% | $4,040,044 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 1.74% | 64,893 | +24,225 | +59.57% | $3,814,411 |
| FRANCO NEV CORP | FNV | Basic Materials | 1.68% | 14,833 | +14,833 | +100.00% | $3,671,490 |
| CAMECO CORP | CCJ | Energy | 1.56% | 31,378 | +9,061 | +40.60% | $3,407,965 |
| EQUINOX GOLD CORP | EQX | Basic Materials | 1.40% | 211,493 | +65,904 | +45.27% | $3,053,255 |
| NEW PAC METALS CORP | NEWP | Basic Materials | 1.17% | 616,769 | +616,769 | +100.00% | $2,557,323 |
| PERPETUA RESOURCES CORP | PPTA | Basic Materials | 0.73% | 56,935 | +56,935 | +100.00% | $1,601,012 |