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Orion Resource Partners Lp

Portfolio Manager
Orion Resource Partners LP
Performance
+11.45% (2026 Q1)
AUM (13F)
$218.86M
# of Holdings
20
Performance Rank
Allocation (Top 20)
100.02%

Orion Resource Partners Lp Holdings Map

Top 20 Orion Resource Partners Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SKE
SKEENA RES LTD NEW
37.76%2.78M$82.6M
+0.00%(+0)
2025-Q1: 7.72M shares2025-Q2: 5.15M shares2025-Q3: 3.45M shares2025-Q4: 2.78M shares2026-Q1: 2.78M shares
$4.99(+520.42%)
2026-03-31
SLSR
SOLARIS RES INC
10.58%2.70M$23.2M
-46.00%(-2.30M)
2025-Q1: 5.45M shares2025-Q2: 5.45M shares2025-Q3: 5.45M shares2025-Q4: 5.00M shares2026-Q1: 2.70M shares
$3.16(+212.03%)
2026-03-31
DC
DAKOTA GOLD CORP
9.65%4.18M$21.1M
-19.30%(-1.00M)
2025-Q1: 9.71M shares2025-Q2: 9.71M shares2025-Q3: 7.18M shares2025-Q4: 5.18M shares2026-Q1: 4.18M shares
$2.46(+131.95%)
2026-03-31
IAUX
I-80 GOLD CORP
8.69%12.54M$19.0M
-27.85%(-4.84M)
2025-Q1: 20.73M shares2025-Q2: 20.73M shares2025-Q3: 17.38M shares2025-Q4: 17.38M shares2026-Q1: 12.54M shares
$1.21(+22.31%)
2026-03-31
SQM
SOCIEDAD QUIMICA Y MINERA DE
4.71%127.4K$10.3M
+220.50%(+87.64K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 21.2K shares2025-Q4: 39.7K shares2026-Q1: 127.4K shares
$66.16(+27.35%)
2026-03-31
AU
ANGLOGOLD ASHANTI PLC
3.61%81.2K$7.9M
+216.55%(+55.54K)
2025-Q1: 0 shares2025-Q2: 29.8K shares2025-Q3: 0 shares2025-Q4: 25.6K shares2026-Q1: 81.2K shares
$75.51(+22.16%)
2026-03-31
IAG
IAMGOLD CORP
3.35%389.9K$7.3M
+213.29%(+265.41K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 118.1K shares2025-Q4: 124.4K shares2026-Q1: 389.9K shares
$15.13(+12.24%)
2026-03-31
SVM
SILVERCORP METALS INC
3.25%662.0K$7.1M
+84.39%(+302.97K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 104.3K shares2025-Q4: 359.0K shares2026-Q1: 662.0K shares
$8.02(+69.27%)
2026-03-31
MEOH
METHANEX CORP
2.51%92.1K$5.5M
-27.09%(-34.22K)
2025-Q1: 9.2K shares2025-Q2: 28.3K shares2025-Q3: 49.0K shares2025-Q4: 126.3K shares2026-Q1: 92.1K shares
$38.56(+64.35%)
2026-03-31
SSRM
SSR MINING IN
2.17%161.8K$4.8M
+82.29%(+73.06K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 27.0K shares2025-Q4: 88.8K shares2026-Q1: 161.8K shares
$23.53(+33.42%)
2026-03-31

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