Filed: 2/17/2026ACC: 0000905148-26-000867
📋 What this filing means
ORION RESOURCE PARTNERS LP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $203.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$203.34M
Total AUM (reported)
32.32M
Total Shares
Allocation by class
COM$149.20M73.4%
COM NEW$42.11M20.7%
COM SHS$6.38M3.1%
SPON ADR SER B$2.73M1.3%
CL B$2.07M1.0%
SHS$857.9K0.4%
Portfolio Concentration
Top 3$135.43M66.6%
4–10$47.18M23.2%
11–25$20.73M10.2%
Top 3 weight
66.6%
Top 10 weight
89.8%
Voting Authority Distribution
Total shares with voting rights: 32.32M
Sole
Full voting authority
32.32M
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
Other21
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
SKEENA RES LTD NEW
DFNDShares2.78M
TypeSH
Market value$65.93M
32.42%
Sole
2.78M
Shared
0.00
None
0.00
SOLARIS RES INC
DFNDShares5M
TypeSH
Market value$40.07M
19.71%
Sole
5M
Shared
0.00
None
0.00
DAKOTA GOLD CORP
DFNDShares5.18M
TypeSH
Market value$29.43M
14.47%
Sole
5.18M
Shared
0.00
None
0.00
I-80 GOLD CORP
DFNDShares17.38M
TypeSH
Market value$25.57M
12.58%
Sole
17.38M
Shared
0.00
None
0.00
METHANEX CORP
DFNDShares126.32K
TypeSH
Market value$5.01M
2.46%
Sole
126.32K
Shared
0.00
None
0.00
BARRICK MNG CORP
DFNDShares96.18K
TypeSH
Market value$4.19M
2.06%
Sole
96.18K
Shared
0.00
None
0.00
ELDORADO GOLD CORP NEW
DFNDShares110.61K
TypeSH
Market value$3.98M
1.96%
Sole
110.61K
Shared
0.00
None
0.00
SILVERCORP METALS INC
DFNDShares359K
TypeSH
Market value$3.00M
1.48%
Sole
359K
Shared
0.00
None
0.00
SOCIEDAD QUIMICA Y MINERA DE
DFNDShares39.74K
TypeSH
Market value$2.73M
1.34%
Sole
39.74K
Shared
0.00
None
0.00
ERO COPPER CORP
DFNDShares94.87K
TypeSH
Market value$2.69M
1.32%
Sole
94.87K
Shared
0.00
None
0.00
ANGLOGOLD ASHANTI PLC
DFNDShares25.65K
TypeSH
Market value$2.19M
1.08%
Sole
25.65K
Shared
0.00
None
0.00
FREEPORT-MCMORAN INC
DFNDShares40.67K
TypeSH
Market value$2.07M
1.02%
Sole
40.67K
Shared
0.00
None
0.00
IAMGOLD CORP
DFNDShares124.44K
TypeSH
Market value$2.05M
1.01%
Sole
124.44K
Shared
0.00
None
0.00
EQUINOX GOLD CORP
DFNDShares145.59K
TypeSH
Market value$2.05M
1.01%
Sole
145.59K
Shared
0.00
None
0.00
CAMECO CORP
DFNDShares22.32K
TypeSH
Market value$2.04M
1.00%
Sole
22.32K
Shared
0.00
None
0.00
COEUR MNG INC
DFNDShares114.20K
TypeSH
Market value$2.04M
1.00%
Sole
114.20K
Shared
0.00
None
0.00
STEEL DYNAMICS INC
DFNDShares11.68K
TypeSH
Market value$1.98M
0.97%
Sole
11.68K
Shared
0.00
None
0.00
NEWMONT CORP
DFNDShares19.50K
TypeSH
Market value$1.95M
0.96%
Sole
19.50K
Shared
0.00
None
0.00
SSR MINING IN
DFNDShares88.78K
TypeSH
Market value$1.95M
0.96%
Sole
88.78K
Shared
0.00
None
0.00
ALGOMA STL GROUP INC
DFNDShares381.73K
TypeSH
Market value$1.57M
0.77%
Sole
381.73K
Shared
0.00
None
0.00
FERROGLOBE PLC
DFNDShares184.88K
TypeSH
Market value$857.9K
0.42%
Sole
184.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SKEENA RES LTD NEWDFND | COM | 2.78M | SH | $65.93M 32.42% | 2.78M | 0.00 | 0.00 |
SOLARIS RES INCDFND | COM NEW | 5M | SH | $40.07M 19.71% | 5M | 0.00 | 0.00 |
DAKOTA GOLD CORPDFND | COM | 5.18M | SH | $29.43M 14.47% | 5.18M | 0.00 | 0.00 |
I-80 GOLD CORPDFND | COM | 17.38M | SH | $25.57M 12.58% | 17.38M | 0.00 | 0.00 |
METHANEX CORPDFND | COM | 126.32K | SH | $5.01M 2.46% | 126.32K | 0.00 | 0.00 |
BARRICK MNG CORPDFND | COM SHS | 96.18K | SH | $4.19M 2.06% | 96.18K | 0.00 | 0.00 |
ELDORADO GOLD CORP NEWDFND | COM | 110.61K | SH | $3.98M 1.96% | 110.61K | 0.00 | 0.00 |
SILVERCORP METALS INCDFND | COM | 359K | SH | $3.00M 1.48% | 359K | 0.00 | 0.00 |
SOCIEDAD QUIMICA Y MINERA DEDFND | SPON ADR SER B | 39.74K | SH | $2.73M 1.34% | 39.74K | 0.00 | 0.00 |
ERO COPPER CORPDFND | COM | 94.87K | SH | $2.69M 1.32% | 94.87K | 0.00 | 0.00 |
ANGLOGOLD ASHANTI PLCDFND | COM SHS | 25.65K | SH | $2.19M 1.08% | 25.65K | 0.00 | 0.00 |
FREEPORT-MCMORAN INCDFND | CL B | 40.67K | SH | $2.07M 1.02% | 40.67K | 0.00 | 0.00 |
IAMGOLD CORPDFND | COM | 124.44K | SH | $2.05M 1.01% | 124.44K | 0.00 | 0.00 |
EQUINOX GOLD CORPDFND | COM | 145.59K | SH | $2.05M 1.01% | 145.59K | 0.00 | 0.00 |
CAMECO CORPDFND | COM | 22.32K | SH | $2.04M 1.00% | 22.32K | 0.00 | 0.00 |
COEUR MNG INCDFND | COM NEW | 114.20K | SH | $2.04M 1.00% | 114.20K | 0.00 | 0.00 |
STEEL DYNAMICS INCDFND | COM | 11.68K | SH | $1.98M 0.97% | 11.68K | 0.00 | 0.00 |
NEWMONT CORPDFND | COM | 19.50K | SH | $1.95M 0.96% | 19.50K | 0.00 | 0.00 |
SSR MINING INDFND | COM | 88.78K | SH | $1.95M 0.96% | 88.78K | 0.00 | 0.00 |
ALGOMA STL GROUP INCDFND | COM | 381.73K | SH | $1.57M 0.77% | 381.73K | 0.00 | 0.00 |
FERROGLOBE PLCDFND | SHS | 184.88K | SH | $857.9K 0.42% | 184.88K | 0.00 | 0.00 |