Filed: 11/14/2025ACC: 0000905148-25-004044
📋 What this filing means
ORION RESOURCE PARTNERS LP filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $275.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$275.23M
Total AUM (reported)
41.47M
Total Shares
Allocation by class
COM NEW$137.42M49.9%
COM$134.60M48.9%
COM SHS$2.30M0.8%
SPON ADR SER B$909.1K0.3%
Portfolio Concentration
Top 3$196.33M71.3%
4–10$61.89M22.5%
11–25$15.87M5.8%
Rest$1.13M0.4%
Top 3 weight
71.3%
Top 10 weight
93.8%
Voting Authority Distribution
Total shares with voting rights: 41.47M
Sole
Full voting authority
41.47M
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
Other27
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
ALLIED GOLD CORP
DFNDShares5.61M
TypeSH
Market value$98.06M
35.63%
Sole
5.61M
Shared
0.00
None
0.00
SKEENA RES LTD NEW
DFNDShares3.45M
TypeSH
Market value$63.48M
23.07%
Sole
3.45M
Shared
0.00
None
0.00
SOLARIS RES INC
DFNDShares5.45M
TypeSH
Market value$34.79M
12.64%
Sole
5.45M
Shared
0.00
None
0.00
DAKOTA GOLD CORP
DFNDShares7.18M
TypeSH
Market value$32.68M
11.87%
Sole
7.18M
Shared
0.00
None
0.00
I-80 GOLD CORP
DFNDShares17.38M
TypeSH
Market value$16.60M
6.03%
Sole
17.38M
Shared
0.00
None
0.00
NEW GOLD INC CDA
DFNDShares393.59K
TypeSH
Market value$2.83M
1.03%
Sole
393.59K
Shared
0.00
None
0.00
HUDBAY MINERALS INC
DFNDShares167.22K
TypeSH
Market value$2.53M
0.92%
Sole
167.22K
Shared
0.00
None
0.00
ELDORADO GOLD CORP NEW
DFNDShares87.04K
TypeSH
Market value$2.51M
0.91%
Sole
87.04K
Shared
0.00
None
0.00
ERO COPPER CORP
DFNDShares121.88K
TypeSH
Market value$2.47M
0.90%
Sole
121.88K
Shared
0.00
None
0.00
CAMECO CORP
DFNDShares27.13K
TypeSH
Market value$2.27M
0.83%
Sole
27.13K
Shared
0.00
None
0.00
COEUR MNG INC
DFNDShares110.54K
TypeSH
Market value$2.07M
0.75%
Sole
110.54K
Shared
0.00
None
0.00
METHANEX CORP
DFNDShares49.03K
TypeSH
Market value$1.95M
0.71%
Sole
49.03K
Shared
0.00
None
0.00
BARRICK MNG CORP
DFNDShares50.09K
TypeSH
Market value$1.64M
0.60%
Sole
50.09K
Shared
0.00
None
0.00
IAMGOLD CORP
DFNDShares118.06K
TypeSH
Market value$1.52M
0.55%
Sole
118.06K
Shared
0.00
None
0.00
NEWMONT CORP
DFNDShares15.20K
TypeSH
Market value$1.28M
0.47%
Sole
15.20K
Shared
0.00
None
0.00
ENERGY FUELS INC
DFNDShares72.97K
TypeSH
Market value$1.12M
0.41%
Sole
72.97K
Shared
0.00
None
0.00
SOCIEDAD QUIMICA Y MINERA DE
DFNDShares21.15K
TypeSH
Market value$909.1K
0.33%
Sole
21.15K
Shared
0.00
None
0.00
VIZSLA SILVER CORP
DFNDShares165.67K
TypeSH
Market value$715.3K
0.26%
Sole
165.67K
Shared
0.00
None
0.00
EQUINOX GOLD CORP
DFNDShares61.40K
TypeSH
Market value$687.7K
0.25%
Sole
61.40K
Shared
0.00
None
0.00
UR-ENERGY INC
DFNDShares380.93K
TypeSH
Market value$681.9K
0.25%
Sole
380.93K
Shared
0.00
None
0.00
PRECISION DRILLING CORP
DFNDShares11.81K
TypeSH
Market value$665.5K
0.24%
Sole
11.81K
Shared
0.00
None
0.00
SSR MINING IN
DFNDShares27.02K
TypeSH
Market value$659.5K
0.24%
Sole
27.02K
Shared
0.00
None
0.00
LITHIUM ARGENTINA AG
DFNDShares197.45K
TypeSH
Market value$659.5K
0.24%
Sole
197.45K
Shared
0.00
None
0.00
SILVERCORP METALS INC
DFNDShares104.34K
TypeSH
Market value$658.1K
0.24%
Sole
104.34K
Shared
0.00
None
0.00
PERPETUA RESOURCES CORP
DFNDShares31.87K
TypeSH
Market value$644.8K
0.23%
Sole
31.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALLIED GOLD CORPDFND | COM NEW | 5.61M | SH | $98.06M 35.63% | 5.61M | 0.00 | 0.00 |
SKEENA RES LTD NEWDFND | COM | 3.45M | SH | $63.48M 23.07% | 3.45M | 0.00 | 0.00 |
SOLARIS RES INCDFND | COM NEW | 5.45M | SH | $34.79M 12.64% | 5.45M | 0.00 | 0.00 |
DAKOTA GOLD CORPDFND | COM | 7.18M | SH | $32.68M 11.87% | 7.18M | 0.00 | 0.00 |
I-80 GOLD CORPDFND | COM | 17.38M | SH | $16.60M 6.03% | 17.38M | 0.00 | 0.00 |
NEW GOLD INC CDADFND | COM | 393.59K | SH | $2.83M 1.03% | 393.59K | 0.00 | 0.00 |
HUDBAY MINERALS INCDFND | COM | 167.22K | SH | $2.53M 0.92% | 167.22K | 0.00 | 0.00 |
ELDORADO GOLD CORP NEWDFND | COM | 87.04K | SH | $2.51M 0.91% | 87.04K | 0.00 | 0.00 |
ERO COPPER CORPDFND | COM | 121.88K | SH | $2.47M 0.90% | 121.88K | 0.00 | 0.00 |
CAMECO CORPDFND | COM | 27.13K | SH | $2.27M 0.83% | 27.13K | 0.00 | 0.00 |
COEUR MNG INCDFND | COM NEW | 110.54K | SH | $2.07M 0.75% | 110.54K | 0.00 | 0.00 |
METHANEX CORPDFND | COM | 49.03K | SH | $1.95M 0.71% | 49.03K | 0.00 | 0.00 |
BARRICK MNG CORPDFND | COM SHS | 50.09K | SH | $1.64M 0.60% | 50.09K | 0.00 | 0.00 |
IAMGOLD CORPDFND | COM | 118.06K | SH | $1.52M 0.55% | 118.06K | 0.00 | 0.00 |
NEWMONT CORPDFND | COM | 15.20K | SH | $1.28M 0.47% | 15.20K | 0.00 | 0.00 |
ENERGY FUELS INCDFND | COM NEW | 72.97K | SH | $1.12M 0.41% | 72.97K | 0.00 | 0.00 |
SOCIEDAD QUIMICA Y MINERA DEDFND | SPON ADR SER B | 21.15K | SH | $909.1K 0.33% | 21.15K | 0.00 | 0.00 |
VIZSLA SILVER CORPDFND | COM NEW | 165.67K | SH | $715.3K 0.26% | 165.67K | 0.00 | 0.00 |
EQUINOX GOLD CORPDFND | COM | 61.40K | SH | $687.7K 0.25% | 61.40K | 0.00 | 0.00 |
UR-ENERGY INCDFND | COM | 380.93K | SH | $681.9K 0.25% | 380.93K | 0.00 | 0.00 |
PRECISION DRILLING CORPDFND | COM NEW | 11.81K | SH | $665.5K 0.24% | 11.81K | 0.00 | 0.00 |
SSR MINING INDFND | COM | 27.02K | SH | $659.5K 0.24% | 27.02K | 0.00 | 0.00 |
LITHIUM ARGENTINA AGDFND | COM SHS | 197.45K | SH | $659.5K 0.24% | 197.45K | 0.00 | 0.00 |
SILVERCORP METALS INCDFND | COM | 104.34K | SH | $658.1K 0.24% | 104.34K | 0.00 | 0.00 |
PERPETUA RESOURCES CORPDFND | COM | 31.87K | SH | $644.8K 0.23% | 31.87K | 0.00 | 0.00 |
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