Orion Resource Partners LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Orion Resource Partners LP reported 24 stock positions worth $219.4 million. Its top holding was Skeena Resources (SKE) at 33.7% of the portfolio, followed by Solaris Resources (SLSR, 10.3%) and Dakota Gold (DC, 8.1%). Compared with Q1 2026, it opened 12 new positions, sold out of 8, added to 5 and reduced 4. The biggest buy was a new position in Versamet Royalties (VMET) and the biggest sale an exit from I-80 Gold (IAUX).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002032200
- Portfolio Value
- $219.4M (Q2 2026)
- SEC Filing
- 0000905148-26-003750 ↗ filed Aug 14, 2026
Holdings Value
Holdings 24 stocks · $219.4M
| SKE Skeena Resources Ltd. | 33.68% | 2,775,640 | $73.9M | No change |
| SLSR Solaris Resources Inc. | 10.31% | 2,700,000 | $22.6M | No change |
| DC Dakota Gold Corp. | 8.12% | 4,181,766 | $17.8M | No change |
| VMET Versamet Royalties Corp. | 5.76% | 1,027,453 | $12.6M | New |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 4.59% | 135,933 | $10.1M | Add +6.7% |
| CCJ Cameco Corp. | 3.63% | 78,252 | $8.0M | Add +149.4% |
| CGAU Centerra Gold Inc. | 3.56% | 492,816 | $7.8M | New |
| TECK Teck Resources Ltd.-CLS B | 3.05% | 112,539 | $6.7M | New |
| SVM Silvercorp Metals Inc. | 2.57% | 557,663 | $5.6M | Reduce -15.8% |
| PDS Precision Drilling Corp. | 2.19% | 62,689 | $4.8M | New |
| FLR Fluor Corp. | 2.18% | 91,333 | $4.8M | New |
| MEOH Methanex Corp. | 2.03% | 96,548 | $4.5M | Add +4.8% |
| CF CF Industries Holdings Inc. | 2.01% | 40,695 | $4.4M | New |
| EGO Eldorado Gold Corp. | 2.00% | 141,112 | $4.4M | New |
| DNN Denison Mines Corp. | 1.96% | 1,400,127 | $4.3M | New |
| OGC Oceanagold Corp. | 1.90% | 166,563 | $4.2M | New |
| FCX Freeport-McMoran Inc. | 1.86% | 64,765 | $4.1M | Reduce -0.2% |
| HBM Hudbay Minerals Inc. | 1.84% | 170,937 | $4.0M | New |
| CENX Century Aluminum Company | 1.76% | 83,768 | $3.9M | Add +21.7% |
| LAR Lithium Argentina AG | 1.50% | 396,732 | $3.3M | Add +79.3% |
| MOS The Mosaic Co. | 0.94% | 97,820 | $2.1M | New |
| FNV Franco-Nevada Corp. | 0.89% | 9,377 | $2.0M | Reduce -36.8% |
| STLD Steel Dynamics Inc. | 0.89% | 8,485 | $1.9M | Reduce -67.8% |
| NXE Nexgen Energy Ltd. | 0.80% | 187,926 | $1.8M | New |
Portfolio Sells Q1 2026 → Q2 2026
| IAUX I-80 Gold Corp. | Sold out | 0.00% | −8.69 |
| AU Anglogold Ashanti PLC | Sold out | 0.00% | −3.61 |
| IAG Iamgold Corp. | Sold out | 0.00% | −3.35 |
| SSRM SSR Mining Inc. | Sold out | 0.00% | −2.17 |
| EQX Equinox Gold Corp. | Sold out | 0.00% | −1.40 |
| STLD Steel Dynamics Inc. | Reduce -67.8% | 0.89% | −1.28 |
| NEWP New Pacific Metals Corp. | Sold out | 0.00% | −1.17 |
| FNV Franco-Nevada Corp. | Reduce -36.8% | 0.89% | −0.79 |
| EAF Graftech International Ltd. | Sold out | 0.00% | −0.76 |
| PPTA Perpetua Resources Corp. | Sold out | 0.00% | −0.73 |
| SVM Silvercorp Metals Inc. | Reduce -15.8% | 2.57% | −0.68 |
| FCX Freeport-McMoran Inc. | Reduce -0.2% | 1.86% | +0.11 |
Portfolio Buys Q1 2026 → Q2 2026
| VMET Versamet Royalties Corp. | New | 5.76% | +5.76 |
| CGAU Centerra Gold Inc. | New | 3.56% | +3.56 |
| TECK Teck Resources Ltd.-CLS B | New | 3.05% | +3.05 |
| PDS Precision Drilling Corp. | New | 2.19% | +2.19 |
| FLR Fluor Corp. | New | 2.18% | +2.18 |
| CCJ Cameco Corp. | Add +149.4% | 3.63% | +2.08 |
| CF CF Industries Holdings Inc. | New | 2.01% | +2.01 |
| EGO Eldorado Gold Corp. | New | 2.00% | +2.00 |
| DNN Denison Mines Corp. | New | 1.96% | +1.96 |
| OGC Oceanagold Corp. | New | 1.90% | +1.90 |
| HBM Hudbay Minerals Inc. | New | 1.84% | +1.84 |
| MOS The Mosaic Co. | New | 0.94% | +0.94 |
| LAR Lithium Argentina AG | Add +79.3% | 1.50% | +0.82 |
| NXE Nexgen Energy Ltd. | New | 0.80% | +0.80 |
| CENX Century Aluminum Company | Add +21.7% | 1.76% | −0.09 |
| SQM Quimica Y Minera Chil-SP ADR | Add +6.7% | 4.59% | −0.12 |
| MEOH Methanex Corp. | Add +4.8% | 2.03% | −0.48 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 24 | $219.4M | SKE, SLSR, DC, VMET, SQM |
| Q1 2026 | 20 | $218.9M | SKE, SLSR, DC, IAUX, SQM |
| Q4 2025 | 21 | $203.3M | SKE, SLSR, DC, IAUX, MEOH |
| Q3 2025 | 27 | $275.2M | AAUC, SKE, SLSR, DC, IAUX |
| Q2 2025 | 24 | $539.7M | SAND, AAUC, SKE, EQX, DC |
| Q1 2025 | 18 | $525.6M | EQX, SAND, SKE, DC, SLSR |
| Q4 2024Amended | 19 | $507.0M | EQX, SAND, SKE, DC, SLSR |
| Q3 2024Amended | 18 | $751.9M | SAND, EQX, SKE, IAUX, DC |
| Q2 2024 | 18 | $661.7M | SAND, EQX, SKE, IAUX, IE |
| Q1 2024 | 3 | $405K | HBM, MAG, EAF |