StockDriftsStockDriftsTop 24 Orion Resource Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SKE | SKEENA RES LTD NEW | 33.68% | 2.78M | $73.9M | +0.00%(+0) | $4.99(+561.86%) | 2026-06-30 | |
| SLSR | SOLARIS RES INC | 10.31% | 2.70M | $22.6M | +0.00%(+0) | $3.16(+144.30%) | 2026-06-30 | |
| DC | DAKOTA GOLD CORP | 8.12% | 4.18M | $17.8M | +0.00%(+0) | $2.46(+153.51%) | 2026-06-30 | |
| VMET | VERSAMET ROYALTIES CORP | 5.76% | 1.03M | $12.6M | new | $10.79(+9.55%) | 2026-06-30 | |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | 4.59% | 135.9K | $10.1M | +6.72%(+8.55K) | $66.88(+11.13%) | 2026-06-30 | |
| CCJ | CAMECO CORP | 3.63% | 78.3K | $8.0M | +149.38%(+46.87K) | $95.44(+2.41%) | 2026-06-30 | |
| CGAU | CENTERRA GOLD INC | 3.56% | 492.8K | $7.8M | new | $16.28(+32.17%) | 2026-06-30 | |
| TECK | TECK RESOURCES LTD | 3.05% | 112.5K | $6.7M | new | $53.89(+17.89%) | 2026-06-30 | |
| SVM | SILVERCORP METALS INC | 2.57% | 557.7K | $5.6M | -15.76%(-104.31K) | $8.02(+49.94%) | 2026-06-30 | |
| PDS | PRECISION DRILLING CORP | 2.19% | 62.7K | $4.8M | new | $79.72(+6.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +237.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +201.96% |
Orion Resource Partners LP reports $219.44M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are SKE (33.7%), SLSR (10.3%) and DC (8.1%). The top 20 holdings account for 96.5% of reported assets. Its disclosed equity book has returned +237.13% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Orion Resource Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2032200). View Orion Resource Partners LP’s 13F filings on SEC