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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002032200

Orion Resource Partners LP

NEW YORK, NY · File #028-24326

Latest AUM
$203.3M
Positions
21
Top-10 Concentration
89.8%
Filings
12

Sector Allocation

Materials
44.9%$91.4M
Energy
1.0%$2.0M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SKEENA RES LTD NEW83056P7152,775,640$65.9M32.42%
2SOLARIS RES INCSLSR5,000,000$40.1M19.71%
3DAKOTA GOLD CORPDC5,181,766$29.4M14.47%
4I-80 GOLD CORPIAUX-WT17,376,551$25.6M12.58%
5METHANEX CORPMEOH126,323$5.0M2.46%
6BARRICK MNG CORP06849F10896,183$4.2M2.06%
7ELDORADO GOLD CORP NEW284902509110,608$4.0M1.96%
8SILVERCORP METALS INCSVM359,004$3.0M1.48%
9SOCIEDAD QUIMICA Y MINERA DE83363510539,744$2.7M1.34%
10ERO COPPER CORPERO94,874$2.7M1.32%
11ANGLOGOLD ASHANTI PLCAU25,648$2.2M1.08%
12FREEPORT-MCMORAN INCFCX40,668$2.1M1.02%
13IAMGOLD CORPIAG124,438$2.1M1.01%
14EQUINOX GOLD CORPEQX145,589$2.0M1.01%
15CAMECO CORPCCJ22,317$2.0M1.00%
16COEUR MNG INC192108504114,205$2.0M1.00%
17STEEL DYNAMICS INCSTLD11,684$2.0M0.97%
18NEWMONT CORPNEMCL19,495$1.9M0.96%
19SSR MINING INSSRGF88,780$1.9M0.96%
20ALGOMA STL GROUP INC015658107381,728$1.6M0.77%