Orion Resource Partners LP
Net buyer this quarter
$219M
24
+$20.8M
77.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SKE | $73.9M | 33.68% | 2.29% | Not reported | Q2 2024 |
 SLSR | $22.6M | 10.31% | Not reported | Not reported | Q2 2024 |
 DC | $17.8M | 8.12% | 3.12% | Not reported | Q2 2024 |
| VMET | $12.6M | 5.76% | 1.10% | New | Q2 2026 |
 SQM | $10.1M | 4.59% | 0.05% | +6.7% | Q3 2025 |
 CCJ | $7.97M | 3.63% | 0.02% | +149.4% | Q4 2024 |
 CGAU | $7.81M | 3.56% | 0.25% | New | Q2 2026 |
 TECK | $6.69M | 3.05% | Not reported | New | Q2 2026 |
 SVM | $5.64M | 2.57% | 0.25% | -15.8% | Q3 2025 |
 PDS | $4.81M | 2.19% | 0.48% | Not reported | Q3 2024 |
 FLR | $4.78M | 2.18% | 0.07% | Not reported | Q2 2024 |
 MEOH | $4.46M | 2.03% | 0.12% | +4.8% | Q4 2024 |
 CF | $4.41M | 2.01% | 0.03% | New | Q2 2026 |
 EGO | $4.39M | 2.00% | 0.07% | Not reported | Q3 2025 |
 DNN | $4.29M | 1.96% | 0.16% | New | Q2 2026 |
 OGC | $4.17M | 1.90% | Not reported | New | Q2 2026 |
 FCX | $4.07M | 1.86% | 0.00% | -0.2% | Q2 2025 |
 HBM | $4.03M | 1.84% | 0.04% | Not reported | Q1 2024 |
 CENX | $3.85M | 1.76% | 0.08% | +21.7% | Q4 2024 |
 LAR | $3.28M | 1.50% | 0.24% | +79.3% | Q1 2025 |
 MOS | $2.07M | 0.94% | 0.03% | Not reported | Q2 2025 |
 FNV | $1.95M | 0.89% | 0.00% | -36.8% | Q1 2026 |
 STLD | $1.95M | 0.89% | 0.01% | -67.8% | Q3 2024 |
 NXE | $1.76M | 0.80% | 0.03% | New | Q2 2026 |
| Q1 2026 | |||||
| SKE | $82.6M | 37.76% | 2.29% | Not reported | Q2 2024 |
| SLSR | $23.2M | 10.58% | Not reported | -46.0% | Q2 2024 |
| DC | $21.1M | 9.65% | 3.13% | -19.3% | Q2 2024 |
 IAUX | $19M | 8.69% | 1.47% | -27.9% | Q2 2024 |
| SQM | $10.3M | 4.71% | 0.05% | +220.5% | Q3 2025 |
 AU | $7.9M | 3.61% | 0.02% | +216.6% | Q2 2025 |
 IAG | $7.33M | 3.35% | 0.07% | +213.3% | Q2 2024 |
| SVM | $7.12M | 3.25% | 0.30% | +84.4% | Q3 2025 |
| MEOH | $5.49M | 2.51% | 0.12% | -27.1% | Q4 2024 |
 SSRM | $4.75M | 2.17% | 0.07% | +82.3% | Q3 2025 |
| STLD | $4.74M | 2.17% | 0.02% | +125.5% | Q3 2024 |
| CENX | $4.04M | 1.85% | 0.07% | Not reported | Q4 2024 |
| FCX | $3.81M | 1.74% | 0.00% | +59.6% | Q2 2025 |
| FNV | $3.67M | 1.68% | 0.01% | New | Q1 2026 |
| CCJ | $3.41M | 1.56% | 0.01% | +40.6% | Q4 2024 |
 EQX | $3.05M | 1.40% | 0.03% | +45.3% | Q2 2024 |
 NEWP | $2.56M | 1.17% | 0.36% | New | Q1 2026 |
| EAF | $1.67M | 0.76% | 0.94% | Not reported | Q1 2024 |
 PPTA | $1.6M | 0.73% | 0.05% | Not reported | Q2 2025 |
| LAR | $1.48M | 0.68% | 0.14% | Not reported | Q1 2025 |
| Q4 2025 | |||||
| SKE | $65.9M | 32.42% | 2.29% | -19.5% | Q2 2024 |
| SLSR | $40.1M | 19.71% | Not reported | -8.3% | Q2 2024 |
| DC | $29.4M | 14.47% | 4.54% | -27.9% | Q2 2024 |
| IAUX | $25.6M | 12.58% | 2.10% | Not reported | Q2 2024 |
| MEOH | $5.01M | 2.46% | 0.16% | +157.6% | Q4 2024 |
 B | $4.19M | 2.06% | 0.01% | +92.0% | Q3 2025 |
| EGO | $3.98M | 1.96% | 0.06% | +27.1% | Q3 2025 |
| SVM | $3M | 1.48% | 0.16% | +244.1% | Q3 2025 |
| SQM | $2.73M | 1.34% | 0.02% | +87.9% | Q3 2025 |
 ERO | $2.69M | 1.32% | 0.09% | -22.2% | Q2 2025 |
| AU | $2.19M | 1.08% | 0.01% | Not reported | Q2 2025 |
| FCX | $2.07M | 1.02% | 0.00% | Not reported | Q2 2025 |
| IAG | $2.05M | 1.01% | 0.02% | +5.4% | Q2 2024 |
| EQX | $2.05M | 1.01% | 0.02% | +137.1% | Q2 2024 |
| CCJ | $2.04M | 1.00% | 0.01% | -17.7% | Q4 2024 |
 CDE | $2.04M | 1.00% | 0.02% | +3.3% | Q3 2024 |
| STLD | $1.98M | 0.97% | 0.01% | Not reported | Q3 2024 |
 NEM | $1.95M | 0.96% | 0.00% | +28.3% | Q3 2025 |
| SSRM | $1.95M | 0.96% | 0.04% | +228.6% | Q3 2025 |
 ASTL | $1.57M | 0.77% | 0.36% | +173.8% | Q2 2025 |
 GSM | $858K | 0.42% | 0.10% | New | Q4 2025 |
| Q3 2025 | |||||
 AAUC | $98.1M | 35.63% | Not reported | -27.3% | Q2 2025 |
| SKE | $63.5M | 23.07% | 3.20% | -33.0% | Q2 2024 |
| SLSR | $34.8M | 12.64% | Not reported | Not reported | Q2 2024 |
| DC | $32.7M | 11.87% | 6.36% | -26.1% | Q2 2024 |
| IAUX | $16.6M | 6.03% | 2.13% | -16.2% | Q2 2024 |
| HBM | $2.53M | 0.92% | 0.04% | +125.9% | Q1 2024 |
| EGO | $2.51M | 0.91% | 0.04% | New | Q3 2025 |
| ERO | $2.47M | 0.90% | 0.12% | +177.7% | Q2 2025 |
| CCJ | $2.27M | 0.83% | 0.01% | Not reported | Q4 2024 |
| CDE | $2.07M | 0.75% | 0.02% | +14.3% | Q3 2024 |
| MEOH | $1.95M | 0.71% | 0.07% | +73.1% | Q4 2024 |
| B | $1.64M | 0.60% | 0.00% | New | Q3 2025 |
| IAG | $1.53M | 0.55% | 0.02% | Not reported | Q2 2024 |
| NEM | $1.28M | 0.47% | 0.00% | New | Q3 2025 |
 UUUU | $1.12M | 0.41% | 0.03% | -52.2% | Q3 2024 |
| SQM | $909K | 0.33% | 0.01% | New | Q3 2025 |
 VZLA | $715K | 0.26% | 0.06% | New | Q3 2025 |
| EQX | $688K | 0.25% | 0.01% | -99.5% | Q2 2024 |
 URG | $682K | 0.25% | 0.10% | Not reported | Q2 2024 |
| PDS | $665K | 0.24% | 0.09% | -13.1% | Q3 2024 |
| SSRM | $660K | 0.24% | 0.01% | New | Q3 2025 |
| LAR | $659K | 0.24% | 0.12% | -42.8% | Q1 2025 |
| SVM | $658K | 0.24% | 0.05% | New | Q3 2025 |
| PPTA | $645K | 0.23% | 0.03% | +17.3% | Q2 2025 |
 UEC | $636K | 0.23% | 0.01% | -73.7% | Q2 2025 |
| ASTL | $495K | 0.18% | 0.13% | +162.1% | Q2 2025 |