Orion Resource Partners LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed August 14, 2024), Orion Resource Partners LP reported 3 stock positions worth $405 thousand. Its top holding was Hudbay Minerals (HBM) at 43.0% of the portfolio, followed by Mag Silver (MAG, 38.6%) and Graftech International (EAF, 18.4%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0002032200
Portfolio Value
$405K (Q1 2024)
SEC Filing
0000905148-24-002210 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $405K $405K Q1 2024 Q2 2024: $661.7M Q2 2024 Q3 2024: $751.9M Q3 2024 Q4 2024: $507.0M Q4 2024 Q1 2025: $525.6M Q1 2025 Q2 2025: $539.7M Q2 2025 Q3 2025: $275.2M Q3 2025 Q4 2025: $203.3M Q4 2025 Q1 2026: $218.9M Q1 2026 Q2 2026: $219.4M Q2 2026

Holdings 3 stocks · $405K
HBM Hudbay Minerals Inc. 42.96% 24,825 $174K —
MAG Mag Silver Corp. 38.64% 14,774 $156K —
EAF Graftech International Ltd. 18.40% 53,947 $74K —

Portfolio Sells Q1 2024

No earlier filing to compare with.

Portfolio Buys Q1 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 24$219.4MSKE, SLSR, DC, VMET, SQM
Q1 2026 20$218.9MSKE, SLSR, DC, IAUX, SQM
Q4 2025 21$203.3MSKE, SLSR, DC, IAUX, MEOH
Q3 2025 27$275.2MAAUC, SKE, SLSR, DC, IAUX
Q2 2025 24$539.7MSAND, AAUC, SKE, EQX, DC
Q1 2025 18$525.6MEQX, SAND, SKE, DC, SLSR
Q4 2024Amended 19$507.0MEQX, SAND, SKE, DC, SLSR
Q3 2024Amended 18$751.9MSAND, EQX, SKE, IAUX, DC
Q2 2024 18$661.7MSAND, EQX, SKE, IAUX, IE
Q1 2024 3$405KHBM, MAG, EAF