Total reported value
$218.9M
Reporting period: 2026-03-31 · Number of holdings: 20
Orion Resource Partners LP disclosed 20 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $218.9M and a quarterly turnover rate of 53.8%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "O"
Trim SLSR
-46.0% -$16.9M
Add SKE
0.0% $16.7M
Trim DC
-19.3% -$8.3M
Trim IAUX
-27.8% -$6.6M
Add SQM
+220.5% $7.6M
Add AU
+216.6% $5.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SKE | Skeena Resources LTD | Stock-Other | 37.76% | +5.34% | — | |
| 2 | SLSR | Solaris Resources INC | Stock-Other | 10.58% | -9.13% | -46.00% | |
| 3 | DC | Dakota Gold CORP | Stock-Other | 9.65% | -4.82% | -19.30% | |
| 4 | IAUX | I-80 Gold CORP | Stock-Other | 8.69% | -3.89% | -27.85% | |
| 5 | SQM | Quimica Y Minera Chil-sp Adr | Stock-Other | 4.71% | +3.37% | +220.50% | |
| 6 | AU | AngloGold Ashanti plc | Stock-Materials | 3.61% | +2.53% | +216.55% | |
| 7 | IAG | Iamgold CORP | Stock-Other | 3.35% | +2.34% | +213.29% | |
| 8 | SVM | Silvercorp Metals INC | Stock-Other | 3.25% | +1.77% | +84.39% | |
| 9 | MEOH | Methanex CORP | Stock-Other | 2.51% | +0.05% | -27.09% | |
| 10 | SSRM | Ssr Mining INC | Stock-Materials | 2.17% | +1.21% | +82.29% | |
| 11 | STLD | Steel Dynamics INC | Stock-Materials | 2.17% | +1.20% | +125.52% | |
| 12 | CENX | Century Aluminum Company | Stock-Materials | 1.85% | +1.85% | NEW | |
| 13 | FCX | Freeport-mcmoran INC | Stock-Materials | 1.74% | +0.72% | +59.57% | |
| 14 | FNV | Franco-nevada CORP | Stock-Materials | 1.68% | +1.68% | NEW | |
| 15 | CCJ | Cameco CORP | Stock-Energy | 1.56% | +0.56% | +40.60% | |
| 16 | EQX | Equinox Gold CORP | Stock-Other | 1.40% | +0.39% | +45.27% | |
| 17 | NEWP | New Pacific Metals CORP | Stock-Other | 1.17% | +1.17% | NEW | |
| 18 | EAF | Graftech International LTD | Stock-Other | 0.76% | +0.76% | NEW | |
| 19 | PPTA | Perpetua Resources CORP | Stock-Other | 0.73% | +0.73% | NEW | |
| 20 | ✓ | Lithium Argentina AG | Stock-Other | 0.68% | +0.68% | NEW |
Performance for Q3 2026
-18%
Performance Last 4 Quarters
+99.8%
Based on 74% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 20 | $218.9M | 54 | |
| 2025-12-31 | 21 | $203.3M | 64 | |
| 2025-09-30 | 27 | $275.2M | 100 | |
| 2025-06-30 | 24 | $539.7M | 0 | |
| 2025-03-31 | 18 | $525.6M | 100 | |
| 2024-12-31 | 17 | $488.9M | 0 | |
| 2024-09-30 | 12 | $735.1M | 0 | |
| 2024-06-30 | 18 | $661.7M | 0 | |
| 2024-03-31 | 3 | $404.5K | 0 |
Orion Resource Partners LP's most significant position changes for 2026-03-31: Sold out: Barrick Mining CORP (B); New buy: Century Aluminum Company (CENX); Sold out: Eldorado Gold CORP (EGO); New buy: Franco-nevada CORP (FNV); Sold out: Ero Copper CORP (ERO).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SKE | Skeena Resources LTD | +5.3% | — | Unchanged |
| 2 | SQM | Quimica Y Minera Chil-sp Adr | +3.4% | +220.50% | Add |
| 3 | AU | AngloGold Ashanti plc | +2.5% | +216.55% | Add |
| 4 | IAG | Iamgold CORP | +2.3% | +213.29% | Add |
| 5 | SVM | Silvercorp Metals INC | +1.8% | +84.39% | Add |
| 6 | SSRM | Ssr Mining INC | +1.2% | +82.29% | Add |
| 7 | STLD | Steel Dynamics INC | +1.2% | +125.52% | Add |
| 8 | FCX | Freeport-mcmoran INC | +0.7% | +59.57% | Add |
| 9 | CCJ | Cameco CORP | +0.6% | +40.60% | Add |
| 10 | EQX | Equinox Gold CORP | +0.4% | +45.27% | Add |
| 11 | MEOH | Methanex CORP | +0.1% | -27.09% | Trim |
| 12 | IAUX | I-80 Gold CORP | -3.9% | -27.85% | Trim |
| 13 | DC | Dakota Gold CORP | -4.8% | -19.30% | Trim |
| 14 | SLSR | Solaris Resources INC | -9.1% | -46.00% | Trim |
| 15 | B | Barrick Mining CORP | — | EXIT | Sold out |
| 16 | CENX | Century Aluminum Company | — | NEW | New buy |
| 17 | EGO | Eldorado Gold CORP | — | EXIT | Sold out |
| 18 | FNV | Franco-nevada CORP | — | NEW | New buy |
| 19 | ERO | Ero Copper CORP | — | EXIT | Sold out |
| 20 | NEWP | New Pacific Metals CORP | — | NEW | New buy |
| 21 | CDE | Coeur Mining INC | — | EXIT | Sold out |
| 22 | NEM | Newmont CORP | — | EXIT | Sold out |
| 23 | EAF | Graftech International LTD | — | NEW | New buy |
| 24 | PPTA | Perpetua Resources CORP | — | NEW | New buy |
| 25 | ASTL | Algoma Steel Group INC | — | EXIT | Sold out |
| 26 | ✓ | Lithium Argentina AG | — | NEW | New buy |
| 27 | ✓ | Ferroglobe PLC | — | EXIT | Sold out |
Institutions with a similar AUM
CIK 0001759320
Total reported value
$218.8M
145 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001941260
Total reported value
$218.9M
63 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001840755
Total reported value
$218.8M
32 stks
2026-03-31
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0001714217
Total reported value
$333.3M
4 stks
2024-03-31
Stale — no recent filing
2 of the top 5 holdings overlap, including I-80 Gold CORP
CIK 0001387303
Total reported value
$165.6M
13 stks
2026-03-31
1 of the top 5 holdings overlap, including I-80 Gold CORP
CIK 0001536361
Total reported value
$122.6M
25 stks
2026-03-31
1 of the top 5 holdings overlap, including Quimica Y Minera Chil-sp Adr