13F HOLDINGS REPORT
Orion Resource Partners LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000905148-25-002938
Total Value
$539.7M
Positions
24
Other Managers
1
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SANDSTORM GOLD LTD | 80013R206 | 20,851,771 | $196.3M | 36.37% |
| 2 | ALLIED GOLD CORP | AAUC | 7,714,312 | $103.6M | 19.20% |
| 3 | SKEENA RES LTD NEW | 83056P715 | 5,147,840 | $81.9M | 15.18% |
| 4 | EQUINOX GOLD CORP | EQX | 12,229,378 | $70.6M | 13.09% |
| 5 | DAKOTA GOLD CORP | DC | 9,711,503 | $35.8M | 6.64% |
| 6 | SOLARIS RES INC | SLSR | 5,454,201 | $25.0M | 4.63% |
| 7 | I-80 GOLD CORP | IAUX-WT | 20,727,351 | $12.8M | 2.37% |
| 8 | ANGLOGOLD ASHANTI PLC | AU | 29,784 | $1.3M | 0.25% |
| 9 | MOSAIC CO NEW | MOS | 34,143 | $1.2M | 0.23% |
| 10 | URANIUM ENERGY CORP | UEC | 181,214 | $1.2M | 0.23% |
| 11 | STEEL DYNAMICS INC | STLD | 7,559 | $967,628 | 0.18% |
| 12 | METHANEX CORP | MEOH | 28,334 | $940,143 | 0.17% |
| 13 | ENERGY FUELS INC | UUUU | 152,693 | $877,985 | 0.16% |
| 14 | FLUOR CORP NEW | FLR | 16,772 | $859,900 | 0.16% |
| 15 | COEUR MNG INC | 192108504 | 96,720 | $856,939 | 0.16% |
| 16 | HUDBAY MINERALS INC | HBM | 74,017 | $786,009 | 0.15% |
| 17 | ERO COPPER CORP | ERO | 43,897 | $741,978 | 0.14% |
| 18 | LITHIUM ARGENTINA AG | LAR | 345,155 | $717,922 | 0.13% |
| 19 | FREEPORT-MCMORAN INC | FCX | 16,417 | $711,677 | 0.13% |
| 20 | PRECISION DRILLING CORP | PDS | 13,594 | $642,181 | 0.12% |
| 21 | CENTURY ALUM CO | CENX | 34,147 | $615,329 | 0.11% |
| 22 | ALGOMA STL GROUP INC | 015658107 | 53,193 | $368,242 | 0.07% |
| 23 | PERPETUA RESOURCES CORP | PPTA | 27,175 | $329,905 | 0.06% |
| 24 | COLLECTIVE MINING LTD | CNL | 27,011 | $295,771 | 0.05% |