Filed: 5/15/2026ACC: 0000905148-26-002383
📋 What this filing means
ORION RESOURCE PARTNERS LP filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $218.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$218.86M
Total AUM (reported)
25.27M
Total Shares
Allocation by class
COM$170.52M77.9%
COM NEW$24.83M11.3%
SPON ADR SER B$10.31M4.7%
COM SHS$9.38M4.3%
CL B$3.81M1.7%
Portfolio Concentration
Top 3$126.92M58.0%
4–10$61.91M28.3%
11–25$30.03M13.7%
Top 3 weight
58.0%
Top 10 weight
86.3%
Voting Authority Distribution
Total shares with voting rights: 25.27M
Sole
Full voting authority
25.27M
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
Other20
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
SKEENA RES LTD NEW
DFNDShares2.78M
TypeSH
Market value$82.64M
37.76%
Sole
2.78M
Shared
0.00
None
0.00
SOLARIS RES INC
DFNDShares2.70M
TypeSH
Market value$23.17M
10.58%
Sole
2.70M
Shared
0.00
None
0.00
DAKOTA GOLD CORP
DFNDShares4.18M
TypeSH
Market value$21.12M
9.65%
Sole
4.18M
Shared
0.00
None
0.00
I-80 GOLD CORP
DFNDShares12.54M
TypeSH
Market value$19.01M
8.69%
Sole
12.54M
Shared
0.00
None
0.00
SOCIEDAD QUIMICA Y MINERA DE
DFNDShares127.38K
TypeSH
Market value$10.31M
4.71%
Sole
127.38K
Shared
0.00
None
0.00
ANGLOGOLD ASHANTI PLC
DFNDShares81.19K
TypeSH
Market value$7.90M
3.61%
Sole
81.19K
Shared
0.00
None
0.00
IAMGOLD CORP
DFNDShares389.85K
TypeSH
Market value$7.33M
3.35%
Sole
389.85K
Shared
0.00
None
0.00
SILVERCORP METALS INC
DFNDShares661.97K
TypeSH
Market value$7.12M
3.25%
Sole
661.97K
Shared
0.00
None
0.00
METHANEX CORP
DFNDShares92.11K
TypeSH
Market value$5.49M
2.51%
Sole
92.11K
Shared
0.00
None
0.00
SSR MINING IN
DFNDShares161.84K
TypeSH
Market value$4.75M
2.17%
Sole
161.84K
Shared
0.00
None
0.00
STEEL DYNAMICS INC
DFNDShares26.35K
TypeSH
Market value$4.74M
2.17%
Sole
26.35K
Shared
0.00
None
0.00
CENTURY ALUM CO
DFNDShares68.84K
TypeSH
Market value$4.04M
1.85%
Sole
68.84K
Shared
0.00
None
0.00
FREEPORT MCMORAN INC
DFNDShares64.89K
TypeSH
Market value$3.81M
1.74%
Sole
64.89K
Shared
0.00
None
0.00
FRANCO NEV CORP
DFNDShares14.83K
TypeSH
Market value$3.67M
1.68%
Sole
14.83K
Shared
0.00
None
0.00
CAMECO CORP
DFNDShares31.38K
TypeSH
Market value$3.41M
1.56%
Sole
31.38K
Shared
0.00
None
0.00
EQUINOX GOLD CORP
DFNDShares211.49K
TypeSH
Market value$3.05M
1.40%
Sole
211.49K
Shared
0.00
None
0.00
NEW PAC METALS CORP
DFNDShares616.77K
TypeSH
Market value$2.56M
1.17%
Sole
616.77K
Shared
0.00
None
0.00
GRAFTECH INTL LTD SR NT
DFNDShares245.67K
TypeSH
Market value$1.67M
0.76%
Sole
245.67K
Shared
0.00
None
0.00
PERPETUA RESOURCES CORP
DFNDShares56.94K
TypeSH
Market value$1.60M
0.73%
Sole
56.94K
Shared
0.00
None
0.00
LITHIUM ARGENTINA AG
DFNDShares221.32K
TypeSH
Market value$1.48M
0.68%
Sole
221.32K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SKEENA RES LTD NEWDFND | COM | 2.78M | SH | $82.64M 37.76% | 2.78M | 0.00 | 0.00 |
SOLARIS RES INCDFND | COM NEW | 2.70M | SH | $23.17M 10.58% | 2.70M | 0.00 | 0.00 |
DAKOTA GOLD CORPDFND | COM | 4.18M | SH | $21.12M 9.65% | 4.18M | 0.00 | 0.00 |
I-80 GOLD CORPDFND | COM | 12.54M | SH | $19.01M 8.69% | 12.54M | 0.00 | 0.00 |
SOCIEDAD QUIMICA Y MINERA DEDFND | SPON ADR SER B | 127.38K | SH | $10.31M 4.71% | 127.38K | 0.00 | 0.00 |
ANGLOGOLD ASHANTI PLCDFND | COM SHS | 81.19K | SH | $7.90M 3.61% | 81.19K | 0.00 | 0.00 |
IAMGOLD CORPDFND | COM | 389.85K | SH | $7.33M 3.35% | 389.85K | 0.00 | 0.00 |
SILVERCORP METALS INCDFND | COM | 661.97K | SH | $7.12M 3.25% | 661.97K | 0.00 | 0.00 |
METHANEX CORPDFND | COM | 92.11K | SH | $5.49M 2.51% | 92.11K | 0.00 | 0.00 |
SSR MINING INDFND | COM | 161.84K | SH | $4.75M 2.17% | 161.84K | 0.00 | 0.00 |
STEEL DYNAMICS INCDFND | COM | 26.35K | SH | $4.74M 2.17% | 26.35K | 0.00 | 0.00 |
CENTURY ALUM CODFND | COM | 68.84K | SH | $4.04M 1.85% | 68.84K | 0.00 | 0.00 |
FREEPORT MCMORAN INCDFND | CL B | 64.89K | SH | $3.81M 1.74% | 64.89K | 0.00 | 0.00 |
FRANCO NEV CORPDFND | COM | 14.83K | SH | $3.67M 1.68% | 14.83K | 0.00 | 0.00 |
CAMECO CORPDFND | COM | 31.38K | SH | $3.41M 1.56% | 31.38K | 0.00 | 0.00 |
EQUINOX GOLD CORPDFND | COM | 211.49K | SH | $3.05M 1.40% | 211.49K | 0.00 | 0.00 |
NEW PAC METALS CORPDFND | COM | 616.77K | SH | $2.56M 1.17% | 616.77K | 0.00 | 0.00 |
GRAFTECH INTL LTD SR NTDFND | COM NEW | 245.67K | SH | $1.67M 0.76% | 245.67K | 0.00 | 0.00 |
PERPETUA RESOURCES CORPDFND | COM | 56.94K | SH | $1.60M 0.73% | 56.94K | 0.00 | 0.00 |
LITHIUM ARGENTINA AGDFND | COM SHS | 221.32K | SH | $1.48M 0.68% | 221.32K | 0.00 | 0.00 |