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Orion Resource Partners LP

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13F filer, CIK 2032200, NEW YORK, NY

Orion Resource Partners LP reported $539,696,279 across 24 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 98.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-25-002938

Period
2025-06-30
Reported value
$540M
Holdings
24
Top 10 weight
98.2%
New
11
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
AAUCnew+7,714,312$104M
AUnew+29,784$1.35M
MOSnew+34,143$1.25M
UECnew+181,214$1.23M
STLDnew+7,559$968K

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
EQXreduced-20,770,622-$120M
SKEreduced-2,572,500-$40.9M
IEexited-889,694-$5.17M
EXKexited-84,691-$361K
VALEexited-32,161-$321K

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 2025

Share positions as resolved from 13F-HR 0000905148-25-002938, largest first. % of portfolio is the value over $539,696,279, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
Sandstorm Gold LtdSandstorm Gold LtdQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,971,172 shares; 2024Q4: 29,441,172 shares; 2025Q1: 20,851,772 shares; 2025Q2: 20,851,771 shares 20,851,771$196M36.37%-1
AAUCALLIED GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,714,312 shares 7,714,312$104M19.2%newTimeline
SKESKEENA RES LTD NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,440,679 shares; 2024Q4: 7,720,339 shares; 2025Q1: 7,720,340 shares; 2025Q2: 5,147,840 shares 5,147,840$81.9M15.18%-2,572,500Timeline
EQXEQUINOX GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,000,000 shares; 2024Q4: 42,000,000 shares; 2025Q1: 33,000,000 shares; 2025Q2: 12,229,378 shares 12,229,378$70.6M13.09%-20,770,622Timeline
DCDAKOTA GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,011,503 shares; 2024Q4: 9,011,503 shares; 2025Q1: 9,711,503 shares; 2025Q2: 9,711,503 shares 9,711,503$35.8M6.64%0Timeline
SLSRSOLARIS RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,454,201 shares; 2024Q4: 5,454,201 shares; 2025Q1: 5,454,201 shares; 2025Q2: 5,454,201 shares 5,454,201$25M4.63%0Timeline
IAUXI-80 GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,917,576 shares; 2024Q4: 18,917,576 shares; 2025Q1: 20,727,351 shares; 2025Q2: 20,727,351 shares 20,727,351$12.8M2.37%0Timeline
AUANGLOGOLD ASHANTI PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,784 shares 29,784$1.35M0.25%newTimeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,143 shares 34,143$1.25M0.23%newTimeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 181,214 shares 181,214$1.23M0.23%newTimeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,559 shares 7,559$968K0.18%newTimeline
MEOHMETHANEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,793 shares; 2025Q1: 9,243 shares; 2025Q2: 28,334 shares 28,334$940K0.17%+19,091Timeline
UUUUENERGY FUELS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,286 shares; 2024Q4: 42,196 shares; 2025Q1: 26,072 shares; 2025Q2: 152,693 shares 152,693$878K0.16%+126,621Timeline
FLRFLUOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,772 shares 16,772$860K0.16%newTimeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,054 shares; 2024Q4: 38,079 shares; 2025Q1: 17,027 shares; 2025Q2: 96,720 shares 96,720$857K0.16%+79,693Timeline
HBMHUDBAY MINERALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,869 shares; 2024Q4: 62,724 shares; 2025Q1: 41,580 shares; 2025Q2: 74,017 shares 74,017$786K0.15%+32,437Timeline
EROERO COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,897 shares 43,897$742K0.14%newTimeline
LARLITHIUM ARGENTINA AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,005 shares; 2025Q2: 345,155 shares 345,155$718K0.13%+297,150Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,417 shares 16,417$712K0.13%newTimeline
PDSPRECISION DRILLING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 5,714 shares; 2025Q1: not reported; 2025Q2: 13,594 shares 13,594$642K0.12%newTimeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,092 shares; 2025Q1: 11,205 shares; 2025Q2: 34,147 shares 34,147$615K0.11%+22,942Timeline
ASTLALGOMA STL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,193 shares 53,193$368K0.07%newTimeline
PPTAPERPETUA RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,175 shares 27,175$330K0.06%newTimeline
CNLCOLLECTIVE MINING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,452 shares; 2024Q4: not reported; 2025Q1: 12,570 shares; 2025Q2: 27,011 shares 27,011$296K0.05%+14,441Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
IEIVANHOE ELECTRIC INC889,694$5.17Mshares
EXKENDEAVOUR SILVER CORP84,691$361Kshares
VALEVALE S A32,161$321Kshares
MAG SILVER CORPMAG SILVER CORP17,512$266Kshares
CLFCLEVELAND-CLIFFS INC NEW18,085$149Kshares

How Q2 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 0000905148-25-002938 base2025-08-14acceptance time not in the bulk data set