Filed: 8/14/2025ACC: 0000905148-25-002938
📋 What this filing means
ORION RESOURCE PARTNERS LP filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $539.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$539.70M
Total AUM (reported)
83.02M
Total Shares
Allocation by class
COM NEW$327.32M60.6%
COM$209.60M38.8%
COM SHS$2.06M0.4%
CL B$711.7K0.1%
Portfolio Concentration
Top 3$381.88M70.8%
4–10$148.11M27.4%
11–25$9.71M1.8%
Top 3 weight
70.8%
Top 10 weight
98.2%
Voting Authority Distribution
Total shares with voting rights: 83.02M
Sole
Full voting authority
83.02M
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
Other24
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
SANDSTORM GOLD LTD
DFNDShares20.85M
TypeSH
Market value$196.30M
36.37%
Sole
20.85M
Shared
0.00
None
0.00
ALLIED GOLD CORP
DFNDShares7.71M
TypeSH
Market value$103.63M
19.20%
Sole
7.71M
Shared
0.00
None
0.00
SKEENA RES LTD NEW
DFNDShares5.15M
TypeSH
Market value$81.94M
15.18%
Sole
5.15M
Shared
0.00
None
0.00
EQUINOX GOLD CORP
DFNDShares12.23M
TypeSH
Market value$70.64M
13.09%
Sole
12.23M
Shared
0.00
None
0.00
DAKOTA GOLD CORP
DFNDShares9.71M
TypeSH
Market value$35.84M
6.64%
Sole
9.71M
Shared
0.00
None
0.00
SOLARIS RES INC
DFNDShares5.45M
TypeSH
Market value$25.01M
4.63%
Sole
5.45M
Shared
0.00
None
0.00
I-80 GOLD CORP
DFNDShares20.73M
TypeSH
Market value$12.80M
2.37%
Sole
20.73M
Shared
0.00
None
0.00
ANGLOGOLD ASHANTI PLC
DFNDShares29.78K
TypeSH
Market value$1.35M
0.25%
Sole
29.78K
Shared
0.00
None
0.00
MOSAIC CO NEW
DFNDShares34.14K
TypeSH
Market value$1.25M
0.23%
Sole
34.14K
Shared
0.00
None
0.00
URANIUM ENERGY CORP
DFNDShares181.21K
TypeSH
Market value$1.23M
0.23%
Sole
181.21K
Shared
0.00
None
0.00
STEEL DYNAMICS INC
DFNDShares7.56K
TypeSH
Market value$967.6K
0.18%
Sole
7.56K
Shared
0.00
None
0.00
METHANEX CORP
DFNDShares28.33K
TypeSH
Market value$940.1K
0.17%
Sole
28.33K
Shared
0.00
None
0.00
ENERGY FUELS INC
DFNDShares152.69K
TypeSH
Market value$878.0K
0.16%
Sole
152.69K
Shared
0.00
None
0.00
FLUOR CORP NEW
DFNDShares16.77K
TypeSH
Market value$859.9K
0.16%
Sole
16.77K
Shared
0.00
None
0.00
COEUR MNG INC
DFNDShares96.72K
TypeSH
Market value$856.9K
0.16%
Sole
96.72K
Shared
0.00
None
0.00
HUDBAY MINERALS INC
DFNDShares74.02K
TypeSH
Market value$786.0K
0.15%
Sole
74.02K
Shared
0.00
None
0.00
ERO COPPER CORP
DFNDShares43.90K
TypeSH
Market value$742.0K
0.14%
Sole
43.90K
Shared
0.00
None
0.00
LITHIUM ARGENTINA AG
DFNDShares345.15K
TypeSH
Market value$717.9K
0.13%
Sole
345.15K
Shared
0.00
None
0.00
FREEPORT-MCMORAN INC
DFNDShares16.42K
TypeSH
Market value$711.7K
0.13%
Sole
16.42K
Shared
0.00
None
0.00
PRECISION DRILLING CORP
DFNDShares13.59K
TypeSH
Market value$642.2K
0.12%
Sole
13.59K
Shared
0.00
None
0.00
CENTURY ALUM CO
DFNDShares34.15K
TypeSH
Market value$615.3K
0.11%
Sole
34.15K
Shared
0.00
None
0.00
ALGOMA STL GROUP INC
DFNDShares53.19K
TypeSH
Market value$368.2K
0.07%
Sole
53.19K
Shared
0.00
None
0.00
PERPETUA RESOURCES CORP
DFNDShares27.18K
TypeSH
Market value$329.9K
0.06%
Sole
27.18K
Shared
0.00
None
0.00
COLLECTIVE MINING LTD
DFNDShares27.01K
TypeSH
Market value$295.8K
0.05%
Sole
27.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SANDSTORM GOLD LTDDFND | COM NEW | 20.85M | SH | $196.30M 36.37% | 20.85M | 0.00 | 0.00 |
ALLIED GOLD CORPDFND | COM NEW | 7.71M | SH | $103.63M 19.20% | 7.71M | 0.00 | 0.00 |
SKEENA RES LTD NEWDFND | COM | 5.15M | SH | $81.94M 15.18% | 5.15M | 0.00 | 0.00 |
EQUINOX GOLD CORPDFND | COM | 12.23M | SH | $70.64M 13.09% | 12.23M | 0.00 | 0.00 |
DAKOTA GOLD CORPDFND | COM | 9.71M | SH | $35.84M 6.64% | 9.71M | 0.00 | 0.00 |
SOLARIS RES INCDFND | COM NEW | 5.45M | SH | $25.01M 4.63% | 5.45M | 0.00 | 0.00 |
I-80 GOLD CORPDFND | COM | 20.73M | SH | $12.80M 2.37% | 20.73M | 0.00 | 0.00 |
ANGLOGOLD ASHANTI PLCDFND | COM SHS | 29.78K | SH | $1.35M 0.25% | 29.78K | 0.00 | 0.00 |
MOSAIC CO NEWDFND | COM | 34.14K | SH | $1.25M 0.23% | 34.14K | 0.00 | 0.00 |
URANIUM ENERGY CORPDFND | COM | 181.21K | SH | $1.23M 0.23% | 181.21K | 0.00 | 0.00 |
STEEL DYNAMICS INCDFND | COM | 7.56K | SH | $967.6K 0.18% | 7.56K | 0.00 | 0.00 |
METHANEX CORPDFND | COM | 28.33K | SH | $940.1K 0.17% | 28.33K | 0.00 | 0.00 |
ENERGY FUELS INCDFND | COM NEW | 152.69K | SH | $878.0K 0.16% | 152.69K | 0.00 | 0.00 |
FLUOR CORP NEWDFND | COM | 16.77K | SH | $859.9K 0.16% | 16.77K | 0.00 | 0.00 |
COEUR MNG INCDFND | COM NEW | 96.72K | SH | $856.9K 0.16% | 96.72K | 0.00 | 0.00 |
HUDBAY MINERALS INCDFND | COM | 74.02K | SH | $786.0K 0.15% | 74.02K | 0.00 | 0.00 |
ERO COPPER CORPDFND | COM | 43.90K | SH | $742.0K 0.14% | 43.90K | 0.00 | 0.00 |
LITHIUM ARGENTINA AGDFND | COM SHS | 345.15K | SH | $717.9K 0.13% | 345.15K | 0.00 | 0.00 |
FREEPORT-MCMORAN INCDFND | CL B | 16.42K | SH | $711.7K 0.13% | 16.42K | 0.00 | 0.00 |
PRECISION DRILLING CORPDFND | COM NEW | 13.59K | SH | $642.2K 0.12% | 13.59K | 0.00 | 0.00 |
CENTURY ALUM CODFND | COM | 34.15K | SH | $615.3K 0.11% | 34.15K | 0.00 | 0.00 |
ALGOMA STL GROUP INCDFND | COM | 53.19K | SH | $368.2K 0.07% | 53.19K | 0.00 | 0.00 |
PERPETUA RESOURCES CORPDFND | COM | 27.18K | SH | $329.9K 0.06% | 27.18K | 0.00 | 0.00 |
COLLECTIVE MINING LTDDFND | COM | 27.01K | SH | $295.8K 0.05% | 27.01K | 0.00 | 0.00 |