Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Orion Resource Partners LP (CIK 2032200) reported $218.9M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SKE ($82.6M, 37.76%), SLSR ($23.2M, 10.58%), DC ($21.1M, 9.65%), IAUX ($19.0M, 8.69%), SQM ($10.3M, 4.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SKE | SKEENA RES LTD NEW | $82.6M | 37.76% | 2.8M | Hold |
| 2 | SLSR | SOLARIS RES INC | $23.2M | 10.58% | 2.7M | Trimmed |
| 3 | DC | DAKOTA GOLD CORP | $21.1M | 9.65% | 4.2M | Trimmed |
| 4 | IAUX | I-80 GOLD CORP | $19.0M | 8.69% | 12.5M | Trimmed |
| 5 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $10.3M | 4.71% | 127,379 | Added |
| 6 | AU | ANGLOGOLD ASHANTI PLC | $7.9M | 3.61% | 81,189 | Added |
| 7 | IAG | IAMGOLD CORP | $7.3M | 3.35% | 389,851 | Added |
| 8 | SVM | SILVERCORP METALS INC | $7.1M | 3.25% | 661,970 | Added |
| 9 | MEOH | METHANEX CORP | $5.5M | 2.51% | 92,107 | Trimmed |
| 10 | SSRM | SSR MINING IN | $4.8M | 2.17% | 161,838 | Added |
| 11 | STLD | STEEL DYNAMICS INC | $4.7M | 2.17% | 26,350 | Added |
| 12 | CENX | CENTURY ALUM CO | $4.0M | 1.85% | 68,837 | New |
| 13 | FCX | FREEPORT MCMORAN INC | $3.8M | 1.74% | 64,893 | Added |
| 14 | FNV | FRANCO NEV CORP | $3.7M | 1.68% | 14,833 | New |
| 15 | CCJ | CAMECO CORP | $3.4M | 1.56% | 31,378 | Added |
| 16 | EQX | EQUINOX GOLD CORP | $3.1M | 1.40% | 211,493 | Added |
| 17 | NEWP | NEW PAC METALS CORP | $2.6M | 1.17% | 616,769 | New |
| 18 | GTI | GRAFTECH INTL LTD SR NT | $1.7M | 0.76% | 245,668 | New |
| 19 | PPTA | PERPETUA RESOURCES CORP | $1.6M | 0.73% | 56,935 | New |
| 20 | LAR | LITHIUM ARGENTINA AG | $1.5M | 0.68% | 221,317 | New |
| 21 | ASTL | ALGOMA STL GROUP INC | $0 | 0.00% | 0 | Exited |
| 22 | B | BARRICK MNG CORP | $0 | 0.00% | 0 | Exited |
| 23 | CDE | COEUR MNG INC | $0 | 0.00% | 0 | Exited |
| 24 | EGO | ELDORADO GOLD CORP NEW | $0 | 0.00% | 0 | Exited |
| 25 | ERO | ERO COPPER CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31