In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Orion Resource Partners (usa) LP reported 4 stock positions worth $333.3 million. Its top holding was Sandstorm Gold (SAND) at 75.6% of the portfolio, followed by Ivanhoe Electric Inc. / US (IE, 10.9%) and I-80 Gold (IAUX, 8.8%). Its holdings were unchanged from Q4 2023.