Orion Resource Partners LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Orion Resource Partners LP reported 18 stock positions worth $661.7 million. Its top holding was Sandstorm Gold (SAND) at 39.4% of the portfolio, followed by Equinox Gold (EQX, 33.2%) and Skeena Resources (SKE, 12.5%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002032200
- Portfolio Value
- $661.7M (Q2 2024)
- SEC Filing
- 0000905148-24-002224 ↗ filed Aug 14, 2024
Holdings Value
Holdings 18 stocks · $661.7M
| SAND Sandstorm Gold Ltd. | 39.44% | 47,971,171 | $261.0M | — |
| EQX Equinox Gold Corp. | 33.20% | 42,000,000 | $219.7M | — |
| SKE Skeena Resources Ltd. | 12.53% | 15,440,679 | $82.9M | — |
| IAUX I-80 Gold Corp. | 4.23% | 25,917,576 | $28.0M | — |
| IE Ivanhoe Electric Inc. / US | 3.93% | 2,775,000 | $26.0M | — |
| DC Dakota Gold Corp. | 3.47% | 9,011,503 | $23.0M | — |
| SLSR Solaris Resources Inc. | 2.30% | 5,454,201 | $15.2M | — |
| GROY Gold Royalty Corp. | 0.62% | 2,906,977 | $4.1M | — |
| URG Ur-Energy Inc. | 0.05% | 246,366 | $345K | — |
| HBM Hudbay Minerals Inc. | 0.05% | 33,040 | $299K | — |
| LNG Cheniere Energy Inc. | 0.04% | 1,486 | $260K | — |
| FLR Fluor Corp. | 0.03% | 5,037 | $219K | — |
| MAG Mag Silver Corp. | 0.03% | 16,996 | $198K | — |
| KGC Kinross Gold Corp. | 0.03% | 20,160 | $168K | — |
| EAF Graftech International Ltd. | 0.02% | 162,026 | $157K | — |
| HL Hecla Mining Co. | 0.01% | 16,074 | $78K | — |
| FSM Fortuna Mining Corp. | 0.01% | 15,179 | $74K | — |
| IAG Iamgold Corp. | 0.01% | 12,000 | $45K | — |
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.
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 |