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Orion Resource Partners LP

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13F filer, CIK 2032200, NEW YORK, NY

Orion Resource Partners LP reported $525,627,004 across 18 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 99.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-25-001754

Period
2025-03-31
Reported value
$526M
Holdings
18
Top 10 weight
99.74%
New
4
Sold out
5

Part of the filer group Orion Resource Partners LP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DCadded+700,000$1.85M
IAUXadded+1,809,775$1.07M
VALEnew+32,161$321K
MAG SILVER CORPnew+17,512$266K
CNLnew+12,570$110K

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
Sandstorm Gold Ltdreduced-8,589,400-$64.7M
EQXreduced-9,000,000-$61.9M
IEreduced-997,693-$5.8M
GROYexited-950,000-$1.15M
CCJexited-7,255-$373K

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, Q1 2025

Share positions as resolved from 13F-HR 0000905148-25-001754, largest first. % of portfolio is the value over $525,627,004, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EQXEQUINOX GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,000,000 shares; 2024Q4: 42,000,000 shares; 2025Q1: 33,000,000 shares 33,000,000$227M43.15%-9,000,000Timeline
Sandstorm Gold LtdSandstorm Gold LtdQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,971,172 shares; 2024Q4: 29,441,172 shares; 2025Q1: 20,851,772 shares 20,851,772$157M29.89%-8,589,400
SKESKEENA RES LTD NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,440,679 shares; 2024Q4: 7,720,339 shares; 2025Q1: 7,720,340 shares 7,720,340$77.9M14.81%+1Timeline
DCDAKOTA GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,011,503 shares; 2024Q4: 9,011,503 shares; 2025Q1: 9,711,503 shares 9,711,503$25.7M4.9%+700,000Timeline
SLSRSOLARIS RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,454,201 shares; 2024Q4: 5,454,201 shares; 2025Q1: 5,454,201 shares 5,454,201$18.3M3.49%0Timeline
IAUXI-80 GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,917,576 shares; 2024Q4: 18,917,576 shares; 2025Q1: 20,727,351 shares 20,727,351$12.2M2.33%+1,809,775Timeline
IEIVANHOE ELECTRIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950,000 shares; 2024Q4: 1,887,387 shares; 2025Q1: 889,694 shares 889,694$5.17M0.98%-997,693Timeline
EXKENDEAVOUR SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,756 shares; 2025Q1: 84,691 shares 84,691$361K0.07%+2,935Timeline
MEOHMETHANEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,793 shares; 2025Q1: 9,243 shares 9,243$324K0.06%-550Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,161 shares 32,161$321K0.06%newTimeline
HBMHUDBAY MINERALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,869 shares; 2024Q4: 62,724 shares; 2025Q1: 41,580 shares 41,580$315K0.06%-21,144Timeline
MAG SILVER CORPMAG SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,240 shares; 2024Q4: not reported; 2025Q1: 17,512 shares 17,512$266K0.05%new
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,092 shares; 2025Q1: 11,205 shares 11,205$208K0.04%-5,887Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,397 shares; 2025Q1: 18,085 shares 18,085$149K0.03%-1,312Timeline
CNLCOLLECTIVE MINING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,452 shares; 2024Q4: not reported; 2025Q1: 12,570 shares 12,570$110K0.02%newTimeline
LARLITHIUM ARGENTINA AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,005 shares 48,005$103K0.02%newTimeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,054 shares; 2024Q4: 38,079 shares; 2025Q1: 17,027 shares 17,027$101K0.02%-21,052Timeline
UUUUENERGY FUELS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,286 shares; 2024Q4: 42,196 shares; 2025Q1: 26,072 shares 26,072$97.2K0.02%-16,124Timeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
GROYGOLD ROYALTY CORP950,000$1.15Mshares
CCJCAMECO CORP7,255$373Kshares
PDSPRECISION DRILLING CORP5,714$349Kshares
IAGIAMGOLD CORP39,747$205Kshares
ARISARIS MINING CORPORATION24,597$86.2Kshares

How Q1 2025 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 0000905148-25-001754 base2025-05-15acceptance time not in the bulk data set