Institutional Fund
Orion Resource Partners LP
New York, NYCIK 20322007 filings on record
Portfolio Value
$218.86M
Q1 2026
Holdings
20
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+7.6%
from $203.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Skeena Res Ltd New37.8%
- Solaris Res Inc10.6%
- Dakota Gold Corp9.6%
- I-80 Gold Corp8.7%
- Sociedad Quimica Y Minera De4.7%
- Anglogold Ashanti PLC3.6%
- Other25.0%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Skeena Res Ltd New | 2.78M | $82.64M | 37.8% | 0 | Held |
| 2 | Solaris Res Inc | 2.70M | $23.17M | 10.6% | −2.30M | Reduced |
| 3 | Dakota Gold Corp | 4.18M | $21.12M | 9.6% | −1.00M | Reduced |
| 4 | I-80 Gold Corp | 12.54M | $19.01M | 8.7% | −4.84M | Reduced |
| 5 | Sociedad Quimica Y Minera De | 127.4K | $10.31M | 4.7% | +87.6K | Added |
| 6 | Anglogold Ashanti PLC | 81.2K | $7.90M | 3.6% | +55.5K | Added |
| 7 | Iamgold Corp | 389.9K | $7.33M | 3.3% | +265.4K | Added |
| 8 | Silvercorp Metals Inc | 662.0K | $7.12M | 3.3% | +303.0K | Added |
| 9 | Methanex Corp | 92.1K | $5.49M | 2.5% | −34.2K | Reduced |
| 10 | Ssr Mining In | 161.8K | $4.75M | 2.2% | +73.1K | Added |
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