Filed: 2/14/2025ACC: 0000905148-25-000667
📋 What this filing means
ORION RESOURCE PARTNERS LP filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $488.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$488.93M
Total AUM (reported)
109.33M
Total Shares
Allocation by class
COM$323.87M66.2%
COM NEW$165.06M33.8%
Portfolio Concentration
Top 3$442.44M90.5%
4–10$44.97M9.2%
11–25$1.52M0.3%
Top 3 weight
90.5%
Top 10 weight
99.7%
Voting Authority Distribution
Total shares with voting rights: 109.33M
Sole
Full voting authority
109.33M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other17
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
EQUINOX GOLD CORP
DFNDShares42M
TypeSH
Market value$210.84M
43.12%
Sole
42M
Shared
0.00
None
0.00
SANDSTORM GOLD LTD
DFNDShares29.44M
TypeSH
Market value$164.28M
33.60%
Sole
29.44M
Shared
0.00
None
0.00
SKEENA RES LTD NEW
DFNDShares7.72M
TypeSH
Market value$67.32M
13.77%
Sole
7.72M
Shared
0.00
None
0.00
DAKOTA GOLD CORP
DFNDShares9.01M
TypeSH
Market value$19.83M
4.05%
Sole
9.01M
Shared
0.00
None
0.00
IVANHOE ELECTRIC INC
DFNDShares1.89M
TypeSH
Market value$14.25M
2.91%
Sole
1.89M
Shared
0.00
None
0.00
I-80 GOLD CORP
DFNDShares18.92M
TypeSH
Market value$9.18M
1.88%
Sole
18.92M
Shared
0.00
None
0.00
HUDBAY MINERALS INC
DFNDShares62.72K
TypeSH
Market value$508.4K
0.10%
Sole
62.72K
Shared
0.00
None
0.00
METHANEX CORP
DFNDShares9.79K
TypeSH
Market value$489.0K
0.10%
Sole
9.79K
Shared
0.00
None
0.00
CAMECO CORP
DFNDShares7.25K
TypeSH
Market value$372.8K
0.08%
Sole
7.25K
Shared
0.00
None
0.00
PRECISION DRILLING CORP
DFNDShares5.71K
TypeSH
Market value$349.0K
0.07%
Sole
5.71K
Shared
0.00
None
0.00
CENTURY ALUM CO
DFNDShares17.09K
TypeSH
Market value$311.4K
0.06%
Sole
17.09K
Shared
0.00
None
0.00
ENDEAVOUR SILVER CORP
DFNDShares81.76K
TypeSH
Market value$299.5K
0.06%
Sole
81.76K
Shared
0.00
None
0.00
COEUR MNG INC
DFNDShares38.08K
TypeSH
Market value$217.8K
0.04%
Sole
38.08K
Shared
0.00
None
0.00
ENERGY FUELS INC
DFNDShares42.20K
TypeSH
Market value$216.5K
0.04%
Sole
42.20K
Shared
0.00
None
0.00
IAMGOLD CORP
DFNDShares39.75K
TypeSH
Market value$205.3K
0.04%
Sole
39.75K
Shared
0.00
None
0.00
CLEVELAND-CLIFFS INC NEW
DFNDShares19.40K
TypeSH
Market value$182.3K
0.04%
Sole
19.40K
Shared
0.00
None
0.00
ARIS MNG CORP
DFNDShares24.60K
TypeSH
Market value$86.2K
0.02%
Sole
24.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EQUINOX GOLD CORPDFND | COM | 42M | SH | $210.84M 43.12% | 42M | 0.00 | 0.00 |
SANDSTORM GOLD LTDDFND | COM NEW | 29.44M | SH | $164.28M 33.60% | 29.44M | 0.00 | 0.00 |
SKEENA RES LTD NEWDFND | COM | 7.72M | SH | $67.32M 13.77% | 7.72M | 0.00 | 0.00 |
DAKOTA GOLD CORPDFND | COM | 9.01M | SH | $19.83M 4.05% | 9.01M | 0.00 | 0.00 |
IVANHOE ELECTRIC INCDFND | COM | 1.89M | SH | $14.25M 2.91% | 1.89M | 0.00 | 0.00 |
I-80 GOLD CORPDFND | COM | 18.92M | SH | $9.18M 1.88% | 18.92M | 0.00 | 0.00 |
HUDBAY MINERALS INCDFND | COM | 62.72K | SH | $508.4K 0.10% | 62.72K | 0.00 | 0.00 |
METHANEX CORPDFND | COM | 9.79K | SH | $489.0K 0.10% | 9.79K | 0.00 | 0.00 |
CAMECO CORPDFND | COM | 7.25K | SH | $372.8K 0.08% | 7.25K | 0.00 | 0.00 |
PRECISION DRILLING CORPDFND | COM NEW | 5.71K | SH | $349.0K 0.07% | 5.71K | 0.00 | 0.00 |
CENTURY ALUM CODFND | COM | 17.09K | SH | $311.4K 0.06% | 17.09K | 0.00 | 0.00 |
ENDEAVOUR SILVER CORPDFND | COM | 81.76K | SH | $299.5K 0.06% | 81.76K | 0.00 | 0.00 |
COEUR MNG INCDFND | COM NEW | 38.08K | SH | $217.8K 0.04% | 38.08K | 0.00 | 0.00 |
ENERGY FUELS INCDFND | COM NEW | 42.20K | SH | $216.5K 0.04% | 42.20K | 0.00 | 0.00 |
IAMGOLD CORPDFND | COM | 39.75K | SH | $205.3K 0.04% | 39.75K | 0.00 | 0.00 |
CLEVELAND-CLIFFS INC NEWDFND | COM | 19.40K | SH | $182.3K 0.04% | 19.40K | 0.00 | 0.00 |
ARIS MNG CORPDFND | COM | 24.60K | SH | $86.2K 0.02% | 24.60K | 0.00 | 0.00 |