Orion Resource Partners LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Orion Resource Partners LP reported 20 stock positions worth $218.9 million. Its top holding was Skeena Resources (SKE) at 37.8% of the portfolio, followed by Solaris Resources (SLSR, 10.6%) and Dakota Gold (DC, 9.6%). Compared with Q4 2025, it opened 6 new positions, sold out of 7, added to 9 and reduced 4. The biggest buy was Quimica Y Minera Chil-SP ADR (SQM, shares +221%) and the biggest sale Solaris Resources (SLSR, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002032200
- Portfolio Value
- $218.9M (Q1 2026)
- SEC Filing
- 0000905148-26-002383 ↗ filed May 15, 2026
Holdings Value
Holdings 20 stocks · $218.9M
| SKE Skeena Resources Ltd. | 37.76% | 2,775,640 | $82.6M | No change |
| SLSR Solaris Resources Inc. | 10.58% | 2,700,000 | $23.2M | Reduce -46.0% |
| DC Dakota Gold Corp. | 9.65% | 4,181,766 | $21.1M | Reduce -19.3% |
| IAUX I-80 Gold Corp. | 8.69% | 12,537,281 | $19.0M | Reduce -27.9% |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 4.71% | 127,379 | $10.3M | Add +220.5% |
| AU Anglogold Ashanti PLC | 3.61% | 81,189 | $7.9M | Add +216.6% |
| IAG Iamgold Corp. | 3.35% | 389,851 | $7.3M | Add +213.3% |
| SVM Silvercorp Metals Inc. | 3.25% | 661,970 | $7.1M | Add +84.4% |
| MEOH Methanex Corp. | 2.51% | 92,107 | $5.5M | Reduce -27.1% |
| SSRM SSR Mining Inc. | 2.17% | 161,838 | $4.8M | Add +82.3% |
| STLD Steel Dynamics Inc. | 2.17% | 26,350 | $4.7M | Add +125.5% |
| CENX Century Aluminum Company | 1.85% | 68,837 | $4.0M | New |
| FCX Freeport-McMoran Inc. | 1.74% | 64,893 | $3.8M | Add +59.6% |
| FNV Franco-Nevada Corp. | 1.68% | 14,833 | $3.7M | New |
| CCJ Cameco Corp. | 1.56% | 31,378 | $3.4M | Add +40.6% |
| EQX Equinox Gold Corp. | 1.40% | 211,493 | $3.1M | Add +45.3% |
| NEWP New Pacific Metals Corp. | 1.17% | 616,769 | $2.6M | New |
| EAF Graftech International Ltd. | 0.76% | 245,668 | $1.7M | New |
| PPTA Perpetua Resources Corp. | 0.73% | 56,935 | $1.6M | New |
| LAR Lithium Argentina AG | 0.68% | 221,317 | $1.5M | New |
Portfolio Sells Q4 2025 → Q1 2026
| SLSR Solaris Resources Inc. | Reduce -46.0% | 10.58% | −9.12 |
| DC Dakota Gold Corp. | Reduce -19.3% | 9.65% | −4.83 |
| IAUX I-80 Gold Corp. | Reduce -27.9% | 8.69% | −3.89 |
| B Barrick Mining Corp. | Sold out | 0.00% | −2.06 |
| EGO Eldorado Gold Corp. | Sold out | 0.00% | −1.96 |
| ERO Ero Copper Corp. | Sold out | 0.00% | −1.32 |
| CDE Coeur Mining Inc. | Sold out | 0.00% | −1.00 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.96 |
| ASTL Algoma Steel Group Inc. | Sold out | 0.00% | −0.77 |
| GSM Ferroglobe PLC | Sold out | 0.00% | −0.42 |
| MEOH Methanex Corp. | Reduce -27.1% | 2.51% | +0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| SQM Quimica Y Minera Chil-SP ADR | Add +220.5% | 4.71% | +3.37 |
| AU Anglogold Ashanti PLC | Add +216.6% | 3.61% | +2.54 |
| IAG Iamgold Corp. | Add +213.3% | 3.35% | +2.34 |
| CENX Century Aluminum Company | New | 1.85% | +1.85 |
| SVM Silvercorp Metals Inc. | Add +84.4% | 3.25% | +1.77 |
| FNV Franco-Nevada Corp. | New | 1.68% | +1.68 |
| SSRM SSR Mining Inc. | Add +82.3% | 2.17% | +1.21 |
| STLD Steel Dynamics Inc. | Add +125.5% | 2.17% | +1.19 |
| NEWP New Pacific Metals Corp. | New | 1.17% | +1.17 |
| EAF Graftech International Ltd. | New | 0.76% | +0.76 |
| PPTA Perpetua Resources Corp. | New | 0.73% | +0.73 |
| FCX Freeport-McMoran Inc. | Add +59.6% | 1.74% | +0.73 |
| LAR Lithium Argentina AG | New | 0.68% | +0.68 |
| CCJ Cameco Corp. | Add +40.6% | 1.56% | +0.55 |
| EQX Equinox Gold Corp. | Add +45.3% | 1.40% | +0.39 |
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 |