Orion Resource Partners LP 13F Holdings · Q2 2026
Orion Resource Partners LP reported 24 securities worth $219.44M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SKE (33.68%), SLSR (10.31%), DC (8.12%). Among its top 25 positions this quarter: 12 new, 5 added, 4 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SKE | SKEENA RES LTD NEW | $73.9M | 33.68% | 2.8M | Hold |
| 2 | SLSR | SOLARIS RES INC | $22.6M | 10.31% | 2.7M | Hold |
| 3 | DC | DAKOTA GOLD CORP | $17.8M | 8.12% | 4.2M | Hold |
| 4 | VMET | VERSAMET ROYALTIES CORP | $12.6M | 5.76% | 1.0M | New |
| 5 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $10.1M | 4.59% | 135,933 | Added |
| 6 | CCJ | CAMECO CORP | $8.0M | 3.63% | 78,252 | Added |
| 7 | CGAU | CENTERRA GOLD INC | $7.8M | 3.56% | 492,816 | New |
| 8 | TECK | TECK RESOURCES LTD | $6.7M | 3.05% | 112,539 | New |
| 9 | SVM | SILVERCORP METALS INC | $5.6M | 2.57% | 557,663 | Trimmed |
| 10 | PDS | PRECISION DRILLING CORP | $4.8M | 2.19% | 62,689 | New |
| 11 | FLR | FLUOR CORP | $4.8M | 2.18% | 91,333 | New |
| 12 | MEOH | METHANEX CORP | $4.5M | 2.03% | 96,548 | Added |
| 13 | CF | CF INDUSTRIES HOLD | $4.4M | 2.01% | 40,695 | New |
| 14 | EGO | ELDORADO GOLD CORP NEW | $4.4M | 2.00% | 141,112 | New |
| 15 | DNN | DENISON MINES CORP | $4.3M | 1.96% | 1.4M | New |
| 16 | OGC | OCEANAGOLD CORP | $4.2M | 1.90% | 166,563 | New |
| 17 | FCX | FREEPORT MCMORAN INC | $4.1M | 1.86% | 64,765 | Trimmed |
| 18 | HBM | HUDBAY MINERALS INC | $4.0M | 1.84% | 170,937 | New |
| 19 | CENX | CENTURY ALUM CO | $3.9M | 1.76% | 83,768 | Added |
| 20 | LAR | LITHIUM ARGENTINA AG | $3.3M | 1.50% | 396,732 | Added |
| 21 | MOS | MOSAIC CO | $2.1M | 0.94% | 97,820 | New |
| 22 | FNV | FRANCO NEV CORP | $2.0M | 0.89% | 9,377 | Trimmed |
| 23 | STLD | STEEL DYNAMICS INC | $1.9M | 0.89% | 8,485 | Trimmed |
| 24 | NXE | NEXGEN ENERGY LTD | $1.8M | 0.80% | 187,926 | New |
| 25 | AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR