Versamet Royalties CORP (VMET) 13F Investor Activity Report (Q2 2026)

VMET ranks #6067 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

VMET is a disclosed holding of Stephen Schwarzman (Blackstone Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

VMET is a top-conviction position for Orion Resource Partners LP — at 5.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in VMET belongs to Merk Investments LLC, but the position matters far more to Orion Resource Partners LP, who has 5.8% 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.

VMET is up 3.9% today, and institutions have been net buyers of $38.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

VMET closed its latest fiscal year with net income of $20.3M.

• Profitable — net income of $20.3M in the latest fiscal year
• Revenue grew 189.1% year over year
• Net income improved year over year, from -$2.4M to $20.3M
• Current ratio of 0.74x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.79x equity — within a conventional range