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Orion Resource Partners LP

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13F filer, CIK 2032200, NEW YORK, NY

Orion Resource Partners LP reported $218,859,111 across 20 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 86.28% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-26-002383

Period
2026-03-31
Reported value
$219M
Holdings
20
Top 10 weight
86.28%
New
6
Sold out
7

Part of the filer group Orion Resource Partners LP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SQMadded+87,635$7.09M
AUadded+55,541$5.41M
IAGadded+265,413$4.99M
CENXnew+68,837$4.04M
FNVnew+14,833$3.67M

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
SLSRreduced-2,300,000-$19.7M
IAUXreduced-4,839,270-$7.34M
DCreduced-1,000,000-$5.05M
Bexited-96,183-$4.19M
EGOexited-110,608-$3.98M

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 2026

Share positions as resolved from 13F-HR 0000905148-26-002383, largest first. % of portfolio is the value over $218,859,111, 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; 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; 2025Q4: 2,775,640 shares; 2026Q1: 2,775,640 shares 2,775,640$82.6M37.76%0Timeline
SLSRSOLARIS RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 5,000,000 shares; 2026Q1: 2,700,000 shares 2,700,000$23.2M10.58%-2,300,000Timeline
DCDAKOTA GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 5,181,766 shares; 2026Q1: 4,181,766 shares 4,181,766$21.1M9.65%-1,000,000Timeline
IAUXI-80 GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 17,376,551 shares; 2026Q1: 12,537,281 shares 12,537,281$19M8.69%-4,839,270Timeline
SQMSOCIEDAD QUIMICA Y MINERA DEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,152 shares; 2025Q4: 39,744 shares; 2026Q1: 127,379 shares 127,379$10.3M4.71%+87,635Timeline
AUANGLOGOLD ASHANTI PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,784 shares; 2025Q3: not reported; 2025Q4: 25,648 shares; 2026Q1: 81,189 shares 81,189$7.9M3.61%+55,541Timeline
IAGIAMGOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,772 shares; 2024Q4: 39,747 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,063 shares; 2025Q4: 124,438 shares; 2026Q1: 389,851 shares 389,851$7.33M3.35%+265,413Timeline
SVMSILVERCORP METALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,337 shares; 2025Q4: 359,004 shares; 2026Q1: 661,970 shares 661,970$7.12M3.25%+302,966Timeline
MEOHMETHANEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 92,107$5.49M2.51%-34,216Timeline
SSRMSSR MINING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,018 shares; 2025Q4: 88,780 shares; 2026Q1: 161,838 shares 161,838$4.75M2.17%+73,058Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 26,350$4.74M2.17%+14,666Timeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 68,837$4.04M1.85%newTimeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,417 shares; 2025Q3: not reported; 2025Q4: 40,668 shares; 2026Q1: 64,893 shares 64,893$3.81M1.74%+24,225Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,833 shares 14,833$3.67M1.68%newTimeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 31,378$3.41M1.56%+9,061Timeline
EQXEQUINOX GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 145,589 shares; 2026Q1: 211,493 shares 211,493$3.05M1.4%+65,904Timeline
NEWPNEW PAC METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616,769 shares 616,769$2.56M1.17%newTimeline
EAFGRAFTECH INTL LTD SR NTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 245,668 shares 245,668$1.67M0.76%newTimeline
PPTAPERPETUA RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,175 shares; 2025Q3: 31,872 shares; 2025Q4: not reported; 2026Q1: 56,935 shares 56,935$1.6M0.73%newTimeline
LARLITHIUM ARGENTINA AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 221,317$1.48M0.68%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
BBARRICK MNG CORP96,183$4.19Mshares
EGOELDORADO GOLD CORP NEW110,608$3.98Mshares
EROERO COPPER CORP94,874$2.69Mshares
CDECOEUR MNG INC114,205$2.04Mshares
NEMNEWMONT CORP19,495$1.95Mshares
ASTLALGOMA STL GROUP INC381,728$1.57Mshares
GSMFERROGLOBE PLC184,883$858Kshares

How Q1 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 0000905148-26-002383 base2026-05-15acceptance time not in the bulk data set