Orion Resource Partners Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Orion Resource Partners Lp disclosed 24 stock positions valued at approximately $219.44M as of quarter-end June 30, 2026. The largest holdings include SKEENA RES LTD NEW, SOLARIS RES INC, and DAKOTA GOLD CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 24
- Portfolio Value
- $219.44M
Holdings by Sector
Orion Resource Partners Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SKEENA RES LTD NEW | SKE | Basic Materials | 33.68% | 2,775,640 | - | - | $73,905,079 |
| SOLARIS RES INC | SLSR | Basic Materials | 10.31% | 2,700,000 | - | - | $22,626,000 |
| DAKOTA GOLD CORP | DC | Basic Materials | 8.12% | 4,181,766 | - | - | $17,814,323 |
| VERSAMET ROYALTIES CORP | VMET | Other | 5.76% | 1,027,453 | +1,027,453 | +100.00% | $12,637,672 |
| SOCIEDAD QUIMICA Y MINERA DE | SQM | Basic Materials | 4.59% | 135,933 | +8,554 | +6.72% | $10,064,479 |
| CAMECO CORP | CCJ | Energy | 3.63% | 78,252 | +46,874 | +149.38% | $7,970,749 |
| CENTERRA GOLD INC | CGAU | Basic Materials | 3.56% | 492,816 | +492,816 | +100.00% | $7,807,169 |
| TECK RESOURCES LTD | TECK | Basic Materials | 3.05% | 112,539 | +112,539 | +100.00% | $6,691,569 |
| SILVERCORP METALS INC | SVM | Basic Materials | 2.57% | 557,663 | -104,307 | -15.76% | $5,640,864 |
| PRECISION DRILLING CORP | PDS | Energy | 2.19% | 62,689 | +62,689 | +100.00% | $4,805,739 |
| FLUOR CORP | FLR | Industrials | 2.18% | 91,333 | +91,333 | +100.00% | $4,784,936 |
| METHANEX CORP | MEOH | Basic Materials | 2.03% | 96,548 | +4,441 | +4.82% | $4,455,231 |
| CF INDUSTRIES HOLD | CF | Basic Materials | 2.01% | 40,695 | +40,695 | +100.00% | $4,405,641 |
| ELDORADO GOLD CORP NEW | EGO | Basic Materials | 2.00% | 141,112 | +30,504 | +27.58% | $4,387,485 |
| DENISON MINES CORP | DNN | Energy | 1.96% | 1,400,127 | +1,400,127 | +100.00% | $4,290,185 |
| OCEANAGOLD CORP | OGC | Other | 1.90% | 166,563 | +166,563 | +100.00% | $4,170,974 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 1.86% | 64,765 | -128 | -0.20% | $4,073,071 |
| HUDBAY MINERALS INC | HBM | Basic Materials | 1.84% | 170,937 | +170,937 | +100.00% | $4,032,465 |
| CENTURY ALUM CO | CENX | Basic Materials | 1.76% | 83,768 | +14,931 | +21.69% | $3,854,166 |
| LITHIUM ARGENTINA AG | LAR | Other | 1.50% | 396,732 | +175,415 | +79.26% | $3,280,974 |
| MOSAIC CO | MOS | Basic Materials | 0.94% | 97,820 | +97,820 | +100.00% | $2,072,806 |
| FRANCO NEV CORP | FNV | Basic Materials | 0.89% | 9,377 | -5,456 | -36.78% | $1,954,665 |
| STEEL DYNAMICS INC | STLD | Basic Materials | 0.89% | 8,485 | -17,865 | -67.80% | $1,946,968 |
| NEXGEN ENERGY LTD | NXE | Energy | 0.80% | 187,926 | +187,926 | +100.00% | $1,763,236 |
Showing 24 of 24 holdings in the latest reporting period.