Or Royalties Inc (OR) 13F Holders & Ownership Data (246 Funds, Q2 2026)

OR ranks #2525 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

OR is a top-conviction position for Verbena Value LP — at 10.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in OR belongs to EdgePoint Investment Group Inc., but the position matters far more to Verbena Value LP, who has 10.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Verbena Value LP has added to its OR position for two straight quarters, increasing it by $36.1M to reach $60.8M today.

EdgePoint Investment Group Inc. has trimmed its OR position for two straight quarters, cutting it by $182.1M while still holding $581.0M.

OR is up 0.5% today, but institutions show net selling of $118.5M this quarter — a divergence between today's price move and the underlying institutional flow.

OR closed its latest fiscal year with net income of $206.1M.

• Profitable — net income of $206.1M in the latest fiscal year
• Revenue grew 45.1% year over year
• Net income improved year over year, from $16.3M to $206.1M
• Generated $245.6M in positive operating cash flow
• Current ratio of 4.53x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.09x equity — within a conventional range