13F HOLDINGS REPORT
Orion Resource Partners LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000905148-25-004044
Total Value
$275.2M
Positions
27
Other Managers
1
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALLIED GOLD CORP | AAUC | 5,612,312 | $98.1M | 35.63% |
| 2 | SKEENA RES LTD NEW | 83056P715 | 3,447,840 | $63.5M | 23.07% |
| 3 | SOLARIS RES INC | SLSR | 5,454,201 | $34.8M | 12.64% |
| 4 | DAKOTA GOLD CORP | DC | 7,181,766 | $32.7M | 11.87% |
| 5 | I-80 GOLD CORP | IAUX-WT | 17,376,551 | $16.6M | 6.03% |
| 6 | NEW GOLD INC CDA | 644535106 | 393,587 | $2.8M | 1.03% |
| 7 | HUDBAY MINERALS INC | HBM | 167,225 | $2.5M | 0.92% |
| 8 | ELDORADO GOLD CORP NEW | 284902509 | 87,038 | $2.5M | 0.91% |
| 9 | ERO COPPER CORP | ERO | 121,883 | $2.5M | 0.90% |
| 10 | CAMECO CORP | CCJ | 27,128 | $2.3M | 0.83% |
| 11 | COEUR MNG INC | 192108504 | 110,536 | $2.1M | 0.75% |
| 12 | METHANEX CORP | MEOH | 49,032 | $1.9M | 0.71% |
| 13 | BARRICK MNG CORP | 06849F108 | 50,092 | $1.6M | 0.60% |
| 14 | IAMGOLD CORP | IAG | 118,063 | $1.5M | 0.55% |
| 15 | NEWMONT CORP | NEMCL | 15,199 | $1.3M | 0.47% |
| 16 | ENERGY FUELS INC | UUUU | 72,974 | $1.1M | 0.41% |
| 17 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 21,152 | $909,113 | 0.33% |
| 18 | VIZSLA SILVER CORP | VZLA | 165,673 | $715,307 | 0.26% |
| 19 | EQUINOX GOLD CORP | EQX | 61,401 | $687,682 | 0.25% |
| 20 | UR-ENERGY INC | URG | 380,934 | $681,872 | 0.25% |
| 21 | PRECISION DRILLING CORP | PDS | 11,808 | $665,499 | 0.24% |
| 22 | SSR MINING IN | SSRGF | 27,018 | $659,543 | 0.24% |
| 23 | LITHIUM ARGENTINA AG | LAR | 197,449 | $659,480 | 0.24% |
| 24 | SILVERCORP METALS INC | SVM | 104,337 | $658,111 | 0.24% |
| 25 | PERPETUA RESOURCES CORP | PPTA | 31,872 | $644,771 | 0.23% |
| 26 | URANIUM ENERGY CORP | UEC | 47,684 | $636,105 | 0.23% |
| 27 | ALGOMA STL GROUP INC | 015658107 | 139,406 | $494,737 | 0.18% |