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Orion Resource Partners LP

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13F filer, CIK 2032200, NEW YORK, NY

Orion Resource Partners LP reported $275,231,071 across 27 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 93.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-25-004044

Period
2025-09-30
Reported value
$275M
Holdings
27
Top 10 weight
93.82%
New
11
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
NGDnew+393,587$2.83M
EGOnew+87,038$2.51M
CCJnew+27,128$2.27M
Bnew+50,092$1.64M
EROadded+77,986$1.58M

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 Ltdexited-20,851,771-$196M
EQXreduced-12,167,977-$136M
AAUCreduced-2,102,000-$36.7M
SKEreduced-1,700,000-$31.3M
DCreduced-2,529,737-$11.5M

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, Q3 2025

Share positions as resolved from 13F-HR 0000905148-25-004044, largest first. % of portfolio is the value over $275,231,071, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAUCALLIED GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,714,312 shares; 2025Q3: 5,612,312 shares 5,612,312$98.1M35.63%-2,102,000Timeline
SKESKEENA RES LTD NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,447,840 shares 3,447,840$63.5M23.07%-1,700,000Timeline
SLSRSOLARIS RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 5,454,201 shares 5,454,201$34.8M12.64%0Timeline
DCDAKOTA GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,181,766 shares 7,181,766$32.7M11.87%-2,529,737Timeline
IAUXI-80 GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 17,376,551 shares 17,376,551$16.6M6.03%-3,350,800Timeline
NGDNEW GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 393,587 shares 393,587$2.83M1.03%newTimeline
HBMHUDBAY MINERALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,869 shares; 2024Q4: 62,724 shares; 2025Q1: 41,580 shares; 2025Q2: 74,017 shares; 2025Q3: 167,225 shares 167,225$2.53M0.92%+93,208Timeline
EGOELDORADO GOLD CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,038 shares 87,038$2.51M0.91%newTimeline
EROERO COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,897 shares; 2025Q3: 121,883 shares 121,883$2.47M0.9%+77,986Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,255 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,128 shares 27,128$2.27M0.83%newTimeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,054 shares; 2024Q4: 38,079 shares; 2025Q1: 17,027 shares; 2025Q2: 96,720 shares; 2025Q3: 110,536 shares 110,536$2.07M0.75%+13,816Timeline
MEOHMETHANEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,793 shares; 2025Q1: 9,243 shares; 2025Q2: 28,334 shares; 2025Q3: 49,032 shares 49,032$1.95M0.71%+20,698Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,092 shares 50,092$1.64M0.6%newTimeline
IAGIAMGOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,772 shares; 2024Q4: 39,747 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,063 shares 118,063$1.52M0.55%newTimeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,199 shares 15,199$1.28M0.47%newTimeline
UUUUENERGY FUELS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,286 shares; 2024Q4: 42,196 shares; 2025Q1: 26,072 shares; 2025Q2: 152,693 shares; 2025Q3: 72,974 shares 72,974$1.12M0.41%-79,719Timeline
SQMSOCIEDAD QUIMICA Y MINERA DEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,152 shares 21,152$909K0.33%newTimeline
VZLAVIZSLA SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165,673 shares 165,673$715K0.26%newTimeline
EQXEQUINOX GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 61,401 shares 61,401$688K0.25%-12,167,977Timeline
URGUR-ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,061 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380,934 shares 380,934$682K0.25%newTimeline
PDSPRECISION DRILLING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 5,714 shares; 2025Q1: not reported; 2025Q2: 13,594 shares; 2025Q3: 11,808 shares 11,808$665K0.24%-1,786Timeline
SSRMSSR MINING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,018 shares 27,018$660K0.24%newTimeline
LARLITHIUM ARGENTINA AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,005 shares; 2025Q2: 345,155 shares; 2025Q3: 197,449 shares 197,449$659K0.24%-147,706Timeline
SVMSILVERCORP METALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,337 shares 104,337$658K0.24%newTimeline
PPTAPERPETUA RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,175 shares; 2025Q3: 31,872 shares 31,872$645K0.23%+4,697Timeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 181,214 shares; 2025Q3: 47,684 shares 47,684$636K0.23%-133,530Timeline
ASTLALGOMA STL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,193 shares; 2025Q3: 139,406 shares 139,406$495K0.18%+86,213Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
Sandstorm Gold LtdSandstorm Gold Ltd20,851,771$196Mshares
AUANGLOGOLD ASHANTI PLC29,784$1.35Mshares
MOSMOSAIC CO34,143$1.25Mshares
STLDSTEEL DYNAMICS INC7,559$968Kshares
FLRFLUOR CORP16,772$860Kshares
FCXFREEPORT MCMORAN INC16,417$712Kshares
CENXCENTURY ALUM CO34,147$615Kshares
CNLCOLLECTIVE MINING LTD27,011$296Kshares

How Q3 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 0000905148-25-004044 base2025-11-14acceptance time not in the bulk data set