Institutions / Orion Resource Partners LP

Orion Resource Partners LP

CIK 2032200 · Institution · as of Dec 31, 2025
Portfolio value
$203.34M
Positions
21
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Skeena Res Ltd New$65.93M2,775,64032.4%
Solaris Res Inc$40.07M5,000,00019.7%
Dakota Gold Corp.$29.43M5,181,76614.5%
i-80 Gold Corp.IAUXCommon Stock$25.57M17,376,55112.6%
Methanex Corp$5.01M126,3232.5%
Barrick Mng Corp$4.19M96,1832.1%
Eldorado Gold Corp New$3.98M110,6082.0%
Silvercorp Metals Inc.$3.00M359,0041.5%
Sociedad Quimica Y Minera de$2.73M39,7441.3%
Ero Copper Corp$2.69M94,8741.3%
Anglogold Ashanti PLC$2.19M25,6481.1%
Freeport-McMoran Inc$2.07M40,6681.0%
Iamgold Corp$2.05M124,4381.0%
Equinox Gold Corp$2.05M145,5891.0%
Cameco Corp$2.04M22,3171.0%
Coeur Mining, Inc.$2.04M114,2051.0%
Steel Dynamics Inc$1.98M11,6841.0%
Newmont Corp$1.95M19,4951.0%
Ssr Mining Inc.SSRMCommon Stock$1.95M88,7801.0%
Algoma Steel Group Inc.$1.57M381,7280.8%
Ferroglobe PLC$857.9K184,8830.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.