Back to Orion Resource Partners LP
Q2 2026 13F filing
Updated 27 days ago24 disclosed positions worth $219.4M
Portfolio value
$219.4M
Total holdings
24
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SKE SKEENA RES LTD NEW | $73.9M | 2.78M | 33.68% | — |
| 2 | S SLSR SOLARIS RES INC | $22.6M | 2.70M | 10.31% | — |
| 3 | D DC DAKOTA GOLD CORP | $17.8M | 4.18M | 8.12% | — |
| 4 | V VMET VERSAMET ROYALTIES CORP | $12.6M | 1.03M | 5.76% | — |
| 5 | S SON SOCIEDAD QUIMICA Y MINERA DE | $10.1M | 135.9K | 4.59% | — |
| 6 | C CCJ CAMECO CORP | $8M | 78.3K | 3.63% | — |
| 7 | C CGAU CENTERRA GOLD INC | $7.8M | 492.8K | 3.56% | — |
| 8 | T TCKRF TECK RESOURCES LTD | $6.7M | 112.5K | 3.05% | — |
| 9 | S SVM SILVERCORP METALS INC | $5.6M | 557.7K | 2.57% | — |
| 10 | P PDS PRECISION DRILLING CORP | $4.8M | 62.7K | 2.19% | — |
| 11 | F FLR FLUOR CORP | $4.8M | 91.3K | 2.18% | — |
| 12 | M MEOH METHANEX CORP | $4.5M | 96.5K | 2.03% | — |
| 13 | C CF CF INDUSTRIES HOLD | $4.4M | 40.7K | 2.01% | — |
| 14 | E EGO ELDORADO GOLD CORP NEW | $4.4M | 141.1K | 2.00% | — |
| 15 | D DNN DENISON MINES CORP | $4.3M | 1.40M | 1.96% | — |
| 16 | O OGC OCEANAGOLD CORP | $4.2M | 166.6K | 1.90% | — |
| 17 | F FCX FREEPORT MCMORAN INC | $4.1M | 64.8K | 1.86% | — |
| 18 | H HBM HUDBAY MINERALS INC | $4M | 170.9K | 1.84% | — |
| 19 | C CENX CENTURY ALUM CO | $3.9M | 83.8K | 1.76% | — |
| 20 | L LAR LITHIUM ARGENTINA AG | $3.3M | 396.7K | 1.50% | — |
| 21 | M MOS MOSAIC CO | $2.1M | 97.8K | 0.94% | — |
| 22 | F FNV FRANCO NEV CORP | $2M | 9.4K | 0.89% | — |
| 23 | S STLD STEEL DYNAMICS INC | $1.9M | 8.5K | 0.89% | — |
| 24 | N NXE NEXGEN ENERGY LTD | $1.8M | 187.9K | 0.80% | — |