§ 13F · FUND PROFILE
Orion Resource Partners LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $16M (13F)Positions · 2Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SKE | SKEENA RES LTD NEW | 2.78M | $83M | 37.8% | ±0% |
| 2 | SLSR | SOLARIS RES INC | 2.70M | $23M | 10.6% | −46% |
| 3 | DC | DAKOTA GOLD CORP | 4.18M | $21M | 9.6% | −19% |
| 4 | IAUX | I-80 GOLD CORP | 12.54M | $19M | 8.7% | −28% |
| 5 | SQM | SOCIEDAD QUIMICA Y MINERA DE | 127K | $10M | 4.7% | +221% |
| 6 | AU | ANGLOGOLD ASHANTI PLC | 81K | $8M | 3.6% | +217% |
| 7 | IAG | IAMGOLD CORP | 390K | $7M | 3.3% | +213% |
| 8 | SVM | SILVERCORP METALS INC | 662K | $7M | 3.3% | +84% |
| 9 | MEOH | METHANEX CORP | 92K | $5M | 2.5% | −27% |
| 10 | SSRM | SSR MINING IN | 162K | $5M | 2.2% | +82% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ORION SIGNAL
AC read
Orion Resource Partners LP is a Other fund managing $16 million in assets. The fund runs a focused portfolio of just 2 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed
Q3 2024
Steady book
+0 buys · −0 exits · 0 changed