Orion Resource Partners LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002032200

Type: FundHoldings: 18Value: $525.6MLatest: 2025Q1

Orion Resource Partners LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 18 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HBM",
  "SAND",
  null,
  "IE",
  "MAG",
  "MEOH",
  "SKE.TO",
  "UUUU",
  null,
  null,
  "EXK",
  "EQX",
  "IAUX",
  "CLF",
  "VALE",
  "CENX",
  "CDE",
  "DC"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 18
Total Value: 525627004
Accession Number: 0000905148-25-001754
Form Type: 13F-HR
CIK: orion-resource-partners-lp
Manager Name: Orion-Resource-Partners-Lp

Data Enrichment

83% identified

15 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

18 positions • $525.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Sort by:

Equinox Gold Corp.

EQX|29446Y502

Shares:33.0M

Value:$226.8M

% of Portfolio:43.2% ($226.8M/$525.6M)

SANDSTORM GOLD LTD

SAND|80013R206

Shares:20.9M

Value:$157.1M

% of Portfolio:29.9% ($157.1M/$525.6M)

Skeena Resources Ltd

SKE.TO|83056P715

Shares:7.7M

Value:$77.9M

% of Portfolio:14.8% ($77.9M/$525.6M)

Dakota Gold Corp.

DC|46655E100

Shares:9.7M

Value:$25.7M

% of Portfolio:4.9% ($25.7M/$525.6M)

83419D201

Shares:5.5M

Value:$18.3M

% of Portfolio:3.5% ($18.3M/$525.6M)

i-80 Gold Corp.

IAUX|44955L106

Shares:20.7M

Value:$12.2M

% of Portfolio:2.3% ($12.2M/$525.6M)

Ivanhoe Electric Inc.

IE|46578C108

Shares:889.7K

Value:$5.2M

% of Portfolio:1.0% ($5.2M/$525.6M)

ENDEAVOUR SILVER CORP

EXK|29258Y103

Shares:84.7K

Value:$361.4K

% of Portfolio:0.1% ($361.4K/$525.6M)

METHANEX CORP

MEOH|59151K108

Shares:9.2K

Value:$324.1K

% of Portfolio:0.1% ($324.1K/$525.6M)

Vale S.A.

VALE|91912E105

Shares:32.2K

Value:$321.0K

% of Portfolio:0.1% ($321.0K/$525.6M)

Hudbay Minerals Inc.

HBM|443628102

Shares:41.6K

Value:$315.3K

% of Portfolio:0.1% ($315.3K/$525.6M)

MAG SILVER CORP

MAG|55903Q104

Shares:17.5K

Value:$266.4K

% of Portfolio:0.1% ($266.4K/$525.6M)

CENTURY ALUMINUM CO

CENX|156431108

Shares:11.2K

Value:$208.0K

% of Portfolio:0.0% ($208.0K/$525.6M)

CLEVELAND-CLIFFS INC.

CLF|185899101

Shares:18.1K

Value:$148.7K

% of Portfolio:0.0% ($148.7K/$525.6M)

19425C100

Shares:12.6K

Value:$109.6K

% of Portfolio:0.0% ($109.6K/$525.6M)

H5012F103

Shares:48.0K

Value:$102.7K

% of Portfolio:0.0% ($102.7K/$525.6M)

Coeur Mining, Inc.

CDE|192108504

Shares:17.0K

Value:$100.8K

% of Portfolio:0.0% ($100.8K/$525.6M)

ENERGY FUELS INC

UUUU|292671708

Shares:26.1K

Value:$97.2K

% of Portfolio:0.0% ($97.2K/$525.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Equinox Gold Corp.(EQXcusip29446Y502)	33.0M	QoQ NEW(+33.0M) YoY NEW(+33.0M)	All Managers (Combined)	$226.8M	43.2% ($226.8M/$525.6M)	QoQ NEW(+$226.8M) YoY NEW(+$226.8M)
SANDSTORM GOLD LTD(SANDcusip80013R206)	20.9M	QoQ NEW(+20.9M) YoY NEW(+20.9M)	All Managers (Combined)	$157.1M	29.9% ($157.1M/$525.6M)	QoQ NEW(+$157.1M) YoY NEW(+$157.1M)
Skeena Resources Ltd(SKE.TOcusip83056P715)	7.7M	QoQ NEW(+7.7M) YoY NEW(+7.7M)	All Managers (Combined)	$77.9M	14.8% ($77.9M/$525.6M)	QoQ NEW(+$77.9M) YoY NEW(+$77.9M)
Dakota Gold Corp.(DCcusip46655E100)	9.7M	QoQ NEW(+9.7M) YoY NEW(+9.7M)	All Managers (Combined)	$25.7M	4.9% ($25.7M/$525.6M)	QoQ NEW(+$25.7M) YoY NEW(+$25.7M)
(cusip83419D201)✕	5.5M	QoQ 0.00% (+0) YoY NEW(+5.5M)	All Managers (Combined)	$18.3M	3.5% ($18.3M/$525.6M)	QoQ +8.48% (+$1.4M) YoY NEW(+$18.3M)
i-80 Gold Corp.(IAUXcusip44955L106)	20.7M	QoQ NEW(+20.7M) YoY NEW(+20.7M)	All Managers (Combined)	$12.2M	2.3% ($12.2M/$525.6M)	QoQ NEW(+$12.2M) YoY NEW(+$12.2M)
Ivanhoe Electric Inc.(IEcusip46578C108)	889.7K	QoQ NEW(+889.7K) YoY NEW(+889.7K)	All Managers (Combined)	$5.2M	1.0% ($5.2M/$525.6M)	QoQ NEW(+$5.2M) YoY NEW(+$5.2M)
ENDEAVOUR SILVER CORP(EXKcusip29258Y103)	84.7K	QoQ NEW(+84.7K) YoY NEW(+84.7K)	All Managers (Combined)	$361.4K	0.1% ($361.4K/$525.6M)	QoQ NEW(+$361.4K) YoY NEW(+$361.4K)
METHANEX CORP(MEOHcusip59151K108)	9.2K	QoQ NEW(+9.2K) YoY NEW(+9.2K)	All Managers (Combined)	$324.1K	0.1% ($324.1K/$525.6M)	QoQ NEW(+$324.1K) YoY NEW(+$324.1K)
Vale S.A.(VALEcusip91912E105)	32.2K	QoQ NEW(+32.2K) YoY NEW(+32.2K)	All Managers (Combined)	$321.0K	0.1% ($321.0K/$525.6M)	QoQ NEW(+$321.0K) YoY NEW(+$321.0K)
Hudbay Minerals Inc.(HBMcusip443628102)	41.6K	QoQ NEW(+41.6K) YoY +67.49% (+16.8K)	All Managers (Combined)	$315.3K	0.1% ($315.3K/$525.6M)	QoQ NEW(+$315.3K) YoY +81.42% (+$141.5K)
MAG SILVER CORP(MAGcusip55903Q104)	17.5K	QoQ NEW(+17.5K) YoY +18.53% (+2.7K)	All Managers (Combined)	$266.4K	0.1% ($266.4K/$525.6M)	QoQ NEW(+$266.4K) YoY +70.44% (+$110.1K)
CENTURY ALUMINUM CO(CENXcusip156431108)	11.2K	QoQ NEW(+11.2K) YoY NEW(+11.2K)	All Managers (Combined)	$208.0K	0.0% ($208.0K/$525.6M)	QoQ NEW(+$208.0K) YoY NEW(+$208.0K)
CLEVELAND-CLIFFS INC.(CLFcusip185899101)	18.1K	QoQ NEW(+18.1K) YoY NEW(+18.1K)	All Managers (Combined)	$148.7K	0.0% ($148.7K/$525.6M)	QoQ NEW(+$148.7K) YoY NEW(+$148.7K)
(cusip19425C100)✕	12.6K	QoQ NEW(+12.6K) YoY NEW(+12.6K)	All Managers (Combined)	$109.6K	0.0% ($109.6K/$525.6M)	QoQ NEW(+$109.6K) YoY NEW(+$109.6K)
(cusipH5012F103)✕	48.0K	QoQ NEW(+48.0K) YoY NEW(+48.0K)	All Managers (Combined)	$102.7K	0.0% ($102.7K/$525.6M)	QoQ NEW(+$102.7K) YoY NEW(+$102.7K)
Coeur Mining, Inc.(CDEcusip192108504)	17.0K	QoQ NEW(+17.0K) YoY NEW(+17.0K)	All Managers (Combined)	$100.8K	0.0% ($100.8K/$525.6M)	QoQ NEW(+$100.8K) YoY NEW(+$100.8K)
ENERGY FUELS INC(UUUUcusip292671708)	26.1K	QoQ NEW(+26.1K) YoY NEW(+26.1K)	All Managers (Combined)	$97.2K	0.0% ($97.2K/$525.6M)	QoQ NEW(+$97.2K) YoY NEW(+$97.2K)