# Orion Resource Partners LP: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 2032200.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $219.4m
- Positions: 24 (24 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2032200/000090514826003750/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SKEENA RES LTD NEW (SKE)](/companies/ske.md) | COM | $73.9m | 33.7% | 2,775,640 |  | Unchanged |
| [SOLARIS RES INC (SLSR)](/companies/slsr.md) | COM NEW | $22.6m | 10.3% | 2,700,000 |  | Unchanged |
| [DAKOTA GOLD CORP (DC)](/companies/dc.md) | COM | $17.8m | 8.1% | 4,181,766 |  | Unchanged |
| [VERSAMET ROYALTIES CORP (VMET)](/companies/vmet.md) | COM NEW | $12.6m | 5.8% | 1,027,453 |  | New +1,027,453 |
| [SOCIEDAD QUIMICA Y MINERA DE (SQM)](/companies/sqm.md) | SPON ADR SER B | $10.1m | 4.6% | 135,933 |  | Added +8,554 |
| [CAMECO CORP (CCJ)](/companies/ccj.md) | COM | $8.0m | 3.6% | 78,252 |  | Added +46,874 |
| [CENTERRA GOLD INC (CGAU)](/companies/cgau.md) | COM | $7.8m | 3.6% | 492,816 |  | New +492,816 |
| [TECK RESOURCES LTD (TECK)](/companies/teck.md) | CL B | $6.7m | 3.0% | 112,539 |  | New +112,539 |
| [SILVERCORP METALS INC (SVM)](/companies/svm.md) | COM | $5.6m | 2.6% | 557,663 |  | Reduced −104,307 |
| [PRECISION DRILLING CORP (PDS)](/companies/pds.md) | COM NEW | $4.8m | 2.2% | 62,689 |  | New +62,689 |
| [FLUOR CORP (FLR)](/companies/flr.md) | COM | $4.8m | 2.2% | 91,333 |  | New +91,333 |
| [METHANEX CORP (MEOH)](/companies/meoh.md) | COM | $4.5m | 2.0% | 96,548 |  | Added +4,441 |
| [CF INDUSTRIES HOLD (CF)](/companies/cf.md) | COM | $4.4m | 2.0% | 40,695 |  | New +40,695 |
| [ELDORADO GOLD CORP NEW (EGO)](/companies/ego.md) | COM | $4.4m | 2.0% | 141,112 |  | New +141,112 |
| [DENISON MINES CORP (DNN)](/companies/dnn.md) | COM | $4.3m | 2.0% | 1,400,127 |  | New +1,400,127 |
| [OCEANAGOLD CORP (OGC)](/companies/ogc.md) | COM NEW | $4.2m | 1.9% | 166,563 |  | New +166,563 |
| [FREEPORT MCMORAN INC (FCX)](/companies/fcx.md) | CL B | $4.1m | 1.9% | 64,765 |  | Reduced −128 |
| [HUDBAY MINERALS INC (HBM)](/companies/hbm.md) | COM | $4.0m | 1.8% | 170,937 |  | New +170,937 |
| [CENTURY ALUM CO (CENX)](/companies/cenx.md) | COM | $3.9m | 1.8% | 83,768 |  | Added +14,931 |
| LITHIUM ARGENTINA AG | COM SHS | $3.3m | 1.5% | 396,732 |  | Added +175,415 |
| [MOSAIC CO (MOS)](/companies/mos.md) | COM | $2.1m | 0.9% | 97,820 |  | New +97,820 |
| [FRANCO NEV CORP (FNV)](/companies/fnv.md) | COM | $2.0m | 0.9% | 9,377 |  | Reduced −5,456 |
| [STEEL DYNAMICS INC (STLD)](/companies/stld.md) | COM | $1.9m | 0.9% | 8,485 |  | Reduced −17,865 |
| [NEXGEN ENERGY LTD (NXE)](/companies/nxe.md) | COM | $1.8m | 0.8% | 187,926 |  | New +187,926 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ANGLOGOLD ASHANTI PLC | COM SHS | $0 | 0.0% | 0 |  | Sold out −81,189 |
| [EQUINOX GOLD CORP (EQX)](/companies/eqx.md) | COM | $0 | 0.0% | 0 |  | Sold out −211,493 |
| [GRAFTECH INTL LTD SR NT (EAF)](/companies/eaf.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −245,668 |
| [I-80 GOLD CORP (IAUX)](/companies/iaux.md) | COM | $0 | 0.0% | 0 |  | Sold out −12,537,281 |
| [IAMGOLD CORP (IAG)](/companies/iag.md) | COM | $0 | 0.0% | 0 |  | Sold out −389,851 |
| [NEW PAC METALS CORP (NEWP)](/companies/newp.md) | COM | $0 | 0.0% | 0 |  | Sold out −616,769 |
| [PERPETUA RESOURCES CORP (PPTA)](/companies/ppta.md) | COM | $0 | 0.0% | 0 |  | Sold out −56,935 |
| [SSR MINING IN (SSRM)](/companies/ssrm.md) | COM | $0 | 0.0% | 0 |  | Sold out −161,838 |

Source: SEC EDGAR, Form 13F-HR, accession 0000905148-26-003750. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.