13F HOLDINGS REPORT
Orion Resource Partners LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000905148-24-003162
Total Value
$735.1M
Positions
12
Other Managers
1
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SANDSTORM GOLD LTD | 80013R206 | 47,971,172 | $287.8M | 39.16% |
| 2 | EQUINOX GOLD CORP | EQX | 42,000,000 | $255.8M | 34.80% |
| 3 | SKEENA RES LTD NEW | 83056P715 | 15,440,679 | $130.6M | 17.77% |
| 4 | I-80 GOLD CORP | IAUX-WT | 18,917,576 | $21.9M | 2.99% |
| 5 | DAKOTA GOLD CORP | DC | 9,011,503 | $21.3M | 2.89% |
| 6 | IVANHOE ELECTRIC INC | IE | 1,950,000 | $16.5M | 2.24% |
| 7 | STEEL DYNAMICS INC | STLD | 2,418 | $304,861 | 0.04% |
| 8 | PRECISION DRILLING CORP | PDS | 3,451 | $212,754 | 0.03% |
| 9 | COEUR MNG INC | 192108504 | 30,054 | $206,772 | 0.03% |
| 10 | ENERGY FUELS INC | UUUU | 32,286 | $177,250 | 0.02% |
| 11 | GRAFTECH INTL LTD | 384313508 | 93,430 | $123,328 | 0.02% |
| 12 | UR-ENERGY INC | URG | 97,061 | $115,503 | 0.02% |