13F HOLDINGS REPORT
Orion Resource Partners LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000905148-26-000867
Total Value
$203.3M
Positions
21
Other Managers
1
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SKEENA RES LTD NEW | 83056P715 | 2,775,640 | $65.9M | 32.42% |
| 2 | SOLARIS RES INC | SLSR | 5,000,000 | $40.1M | 19.71% |
| 3 | DAKOTA GOLD CORP | DC | 5,181,766 | $29.4M | 14.47% |
| 4 | I-80 GOLD CORP | IAUX-WT | 17,376,551 | $25.6M | 12.58% |
| 5 | METHANEX CORP | MEOH | 126,323 | $5.0M | 2.46% |
| 6 | BARRICK MNG CORP | 06849F108 | 96,183 | $4.2M | 2.06% |
| 7 | ELDORADO GOLD CORP NEW | 284902509 | 110,608 | $4.0M | 1.96% |
| 8 | SILVERCORP METALS INC | SVM | 359,004 | $3.0M | 1.48% |
| 9 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 39,744 | $2.7M | 1.34% |
| 10 | ERO COPPER CORP | ERO | 94,874 | $2.7M | 1.32% |
| 11 | ANGLOGOLD ASHANTI PLC | AU | 25,648 | $2.2M | 1.08% |
| 12 | FREEPORT-MCMORAN INC | FCX | 40,668 | $2.1M | 1.02% |
| 13 | IAMGOLD CORP | IAG | 124,438 | $2.1M | 1.01% |
| 14 | EQUINOX GOLD CORP | EQX | 145,589 | $2.0M | 1.01% |
| 15 | CAMECO CORP | CCJ | 22,317 | $2.0M | 1.00% |
| 16 | COEUR MNG INC | 192108504 | 114,205 | $2.0M | 1.00% |
| 17 | STEEL DYNAMICS INC | STLD | 11,684 | $2.0M | 0.97% |
| 18 | NEWMONT CORP | NEMCL | 19,495 | $1.9M | 0.96% |
| 19 | SSR MINING IN | SSRGF | 88,780 | $1.9M | 0.96% |
| 20 | ALGOMA STL GROUP INC | 015658107 | 381,728 | $1.6M | 0.77% |
| 21 | FERROGLOBE PLC | GSM | 184,883 | $857,857 | 0.42% |