§ 13F · FUND PROFILE
Orion Resource Partners LP.
AUM · $219M (13F)Positions · 24Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$62M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SKE | SKEENA RES LTD NEW | 2.78M | $74M | 33.7% | ±0% |
| 2 | SLSR | SOLARIS RES INC | 2.70M | $23M | 10.3% | ±0% |
| 3 | DC | DAKOTA GOLD CORP | 4.18M | $18M | 8.1% | ±0% |
| 4 | VMET | VERSAMET ROYALTIES CORP | 1.03M | $13M | 5.8% | NEW |
| 5 | SQM | SOCIEDAD QUIMICA Y MINERA DE | 136K | $10M | 4.6% | +7% |
| 6 | CCJ | CAMECO CORP | 78K | $8M | 3.6% | +149% |
| 7 | CGAU | CENTERRA GOLD INC | 493K | $8M | 3.6% | NEW |
| 8 | TECK | TECK RESOURCES LTD | 113K | $7M | 3.0% | NEW |
| 9 | SVM | SILVERCORP METALS INC | 558K | $6M | 2.6% | −16% |
| 10 | PDS | PRECISION DRILLING CORP | 63K | $5M | 2.2% | NEW |
§ 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 $219 million in assets. The fund runs a focused portfolio of just 24 positions.
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