13F HOLDINGS REPORT
Orion Resource Partners LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000905148-25-000667
Total Value
$488.9M
Positions
17
Other Managers
1
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EQUINOX GOLD CORP | EQX | 42,000,000 | $210.8M | 43.12% |
| 2 | SANDSTORM GOLD LTD | 80013R206 | 29,441,172 | $164.3M | 33.60% |
| 3 | SKEENA RES LTD NEW | 83056P715 | 7,720,339 | $67.3M | 13.77% |
| 4 | DAKOTA GOLD CORP | DC | 9,011,503 | $19.8M | 4.05% |
| 5 | IVANHOE ELECTRIC INC | IE | 1,887,387 | $14.2M | 2.91% |
| 6 | I-80 GOLD CORP | IAUX-WT | 18,917,576 | $9.2M | 1.88% |
| 7 | HUDBAY MINERALS INC | HBM | 62,724 | $508,443 | 0.10% |
| 8 | METHANEX CORP | MEOH | 9,793 | $489,025 | 0.10% |
| 9 | CAMECO CORP | CCJ | 7,255 | $372,834 | 0.08% |
| 10 | PRECISION DRILLING CORP | PDS | 5,714 | $348,954 | 0.07% |
| 11 | CENTURY ALUM CO | CENX | 17,092 | $311,416 | 0.06% |
| 12 | ENDEAVOUR SILVER CORP | EXK | 81,756 | $299,530 | 0.06% |
| 13 | COEUR MNG INC | 192108504 | 38,079 | $217,812 | 0.04% |
| 14 | ENERGY FUELS INC | UUUU | 42,196 | $216,465 | 0.04% |
| 15 | IAMGOLD CORP | IAG | 39,747 | $205,307 | 0.04% |
| 16 | CLEVELAND-CLIFFS INC NEW | CLF | 19,397 | $182,332 | 0.04% |
| 17 | ARIS MNG CORP | 04040Y109 | 24,597 | $86,183 | 0.02% |