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Orion Resource Partners LP

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13F filer, CIK 2032200, NEW YORK, NY

Orion Resource Partners LP reported $219,436,446 across 24 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 77.45% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-26-003750

Period
2026-06-30
Reported value
$219M
Holdings
24
Top 10 weight
77.45%
New
12
Sold out
8

Part of the filer group Orion Resource Partners LP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VMETnew+1,027,453$12.6M
CGAUnew+492,816$7.81M
TECKnew+112,539$6.69M
PDSnew+62,689$4.81M
FLRnew+91,333$4.78M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IAUXexited-12,537,281-$19M
AUexited-81,189-$7.9M
IAGexited-389,851-$7.33M
SSRMexited-161,838-$4.75M
STLDreduced-17,865-$4.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000905148-26-003750, largest first. % of portfolio is the value over $219,436,446, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SKESKEENA RES LTD NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,440,679 shares; 2024Q4: 7,720,339 shares; 2025Q1: 7,720,340 shares; 2025Q2: 5,147,840 shares; 2025Q3: 3,447,840 shares; 2025Q4: 2,775,640 shares; 2026Q1: 2,775,640 shares; 2026Q2: 2,775,640 shares 2,775,640$73.9M33.68%0Timeline
SLSRSOLARIS RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,454,201 shares; 2024Q4: 5,454,201 shares; 2025Q1: 5,454,201 shares; 2025Q2: 5,454,201 shares; 2025Q3: 5,454,201 shares; 2025Q4: 5,000,000 shares; 2026Q1: 2,700,000 shares; 2026Q2: 2,700,000 shares 2,700,000$22.6M10.31%0Timeline
DCDAKOTA GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,011,503 shares; 2024Q4: 9,011,503 shares; 2025Q1: 9,711,503 shares; 2025Q2: 9,711,503 shares; 2025Q3: 7,181,766 shares; 2025Q4: 5,181,766 shares; 2026Q1: 4,181,766 shares; 2026Q2: 4,181,766 shares 4,181,766$17.8M8.12%0Timeline
VMETVERSAMET ROYALTIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,027,453 shares 1,027,453$12.6M5.76%newTimeline
SQMSOCIEDAD QUIMICA Y MINERA DEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,152 shares; 2025Q4: 39,744 shares; 2026Q1: 127,379 shares; 2026Q2: 135,933 shares 135,933$10.1M4.59%+8,554Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,255 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,128 shares; 2025Q4: 22,317 shares; 2026Q1: 31,378 shares; 2026Q2: 78,252 shares 78,252$7.97M3.63%+46,874Timeline
CGAUCENTERRA GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 492,816 shares 492,816$7.81M3.56%newTimeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112,539 shares 112,539$6.69M3.05%newTimeline
SVMSILVERCORP METALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,337 shares; 2025Q4: 359,004 shares; 2026Q1: 661,970 shares; 2026Q2: 557,663 shares 557,663$5.64M2.57%-104,307Timeline
PDSPRECISION DRILLING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,451 shares; 2024Q4: 5,714 shares; 2025Q1: not reported; 2025Q2: 13,594 shares; 2025Q3: 11,808 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,689 shares 62,689$4.81M2.19%newTimeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,772 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91,333 shares 91,333$4.78M2.18%newTimeline
MEOHMETHANEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,793 shares; 2025Q1: 9,243 shares; 2025Q2: 28,334 shares; 2025Q3: 49,032 shares; 2025Q4: 126,323 shares; 2026Q1: 92,107 shares; 2026Q2: 96,548 shares 96,548$4.46M2.03%+4,441Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,695 shares 40,695$4.41M2.01%newTimeline
EGOELDORADO GOLD CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,038 shares; 2025Q4: 110,608 shares; 2026Q1: not reported; 2026Q2: 141,112 shares 141,112$4.39M2%newTimeline
DNNDENISON MINES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400,127 shares 1,400,127$4.29M1.96%newTimeline
OGCOCEANAGOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 166,563 shares 166,563$4.17M1.9%newTimeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,417 shares; 2025Q3: not reported; 2025Q4: 40,668 shares; 2026Q1: 64,893 shares; 2026Q2: 64,765 shares 64,765$4.07M1.86%-128Timeline
HBMHUDBAY MINERALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,869 shares; 2024Q4: 62,724 shares; 2025Q1: 41,580 shares; 2025Q2: 74,017 shares; 2025Q3: 167,225 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 170,937 shares 170,937$4.03M1.84%newTimeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,092 shares; 2025Q1: 11,205 shares; 2025Q2: 34,147 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,837 shares; 2026Q2: 83,768 shares 83,768$3.85M1.76%+14,931Timeline
LARLITHIUM ARGENTINA AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,005 shares; 2025Q2: 345,155 shares; 2025Q3: 197,449 shares; 2025Q4: not reported; 2026Q1: 221,317 shares; 2026Q2: 396,732 shares 396,732$3.28M1.5%+175,415Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,143 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97,820 shares 97,820$2.07M0.94%newTimeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,833 shares; 2026Q2: 9,377 shares 9,377$1.95M0.89%-5,456Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,418 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,559 shares; 2025Q3: not reported; 2025Q4: 11,684 shares; 2026Q1: 26,350 shares; 2026Q2: 8,485 shares 8,485$1.95M0.89%-17,865Timeline
NXENEXGEN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 187,926 shares 187,926$1.76M0.8%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IAUXI-80 GOLD CORP12,537,281$19Mshares
AUANGLOGOLD ASHANTI PLC81,189$7.9Mshares
IAGIAMGOLD CORP389,851$7.33Mshares
SSRMSSR MINING IN161,838$4.75Mshares
EQXEQUINOX GOLD CORP211,493$3.05Mshares
NEWPNEW PAC METALS CORP616,769$2.56Mshares
EAFGRAFTECH INTL LTD SR NT245,668$1.67Mshares
PPTAPERPETUA RESOURCES CORP56,935$1.6Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000905148-26-003750 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000905148-26-003750 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0000905148-26-002383 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0000905148-26-000867 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0000905148-25-004044 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0000905148-25-002938 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0000905148-25-001754 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR/A 0000905148-25-001170 Quarter ended 2024-09-302025-04-09acceptance time not in the bulk data set
13F-HR/A 0000905148-25-001171 Quarter ended 2024-12-312025-04-09acceptance time not in the bulk data set
13F-HR/A 0000905148-25-000751 Quarter ended 2024-09-302025-02-24acceptance time not in the bulk data set
13F-HR 0000905148-25-000667 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0000905148-24-003162 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0000905148-24-002224 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0000905148-24-002210 Quarter ended 2024-03-312024-08-14acceptance time not in the bulk data set
13F-NT 0000905148-24-002209 Quarter ended 2023-12-312024-08-14acceptance time not in the bulk data set