Orion Resource Partners LP
20 holdingsFiling period: 2026-03-31Current AUM: $195.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SKE | SKEENA RES LTD NEW | 2.78M | $82.6M | $73.9M | 37.83% | -- | 2026-03-31 |
| 2 | SLSR | SOLARIS RES INC | 2.70M | $23.2M | $20.3M | 10.41% | -- | 2026-03-31 |
| 3 | DC | DAKOTA GOLD CORP | 4.18M | $21.1M | $19.0M | 9.72% | -- | 2026-03-31 |
| 4 | IAUX | I-80 GOLD CORP | 12.54M | $19.0M | $16.1M | 8.26% | -- | 2026-03-31 |
| 5 | SQM | SOCIEDAD QUIMICA Y MINERA DE | 127.4K | $10.3M | $8.5M | 4.37% | -- | 2026-03-31 |
| 6 | — | ANGLOGOLD ASHANTI PLC | 81.2K | $7.9M | $7.9M | 4.05% | -- | 2026-03-31 |
| 7 | IAG | IAMGOLD CORP | 389.9K | $7.3M | $5.5M | 2.83% | -- | 2026-03-31 |
| 8 | SVM | SILVERCORP METALS INC | 662.0K | $7.1M | $6.2M | 3.17% | -- | 2026-03-31 |
| 9 | MEOH | METHANEX CORP | 92.1K | $5.5M | $5.1M | 2.62% | -- | 2026-03-31 |
| 10 | SSRM | SSR MINING IN | 161.8K | $4.8M | $4.1M | 2.12% | -- | 2026-03-31 |
| 11 | STLD | STEEL DYNAMICS INC | 26.4K | $4.7M | $6.6M | 3.39% | -- | 2026-03-31 |
| 12 | CENX | CENTURY ALUM CO | 68.8K | $4.0M | $3.1M | 1.58% | -- | 2026-03-31 |
| 13 | FCX | FREEPORT MCMORAN INC | 64.9K | $3.8M | $4.1M | 2.08% | -- | 2026-03-31 |
| 14 | FNV | FRANCO NEV CORP | 14.8K | $3.7M | $3.2M | 1.62% | -- | 2026-03-31 |
| 15 | CCJ | CAMECO CORP | 31.4K | $3.4M | $2.7M | 1.39% | -- | 2026-03-31 |
| 16 | EQX | EQUINOX GOLD CORP | 211.5K | $3.1M | $1.9M | 0.97% | -- | 2026-03-31 |
| 17 | NEWP | NEW PAC METALS CORP | 616.8K | $2.6M | $2.9M | 1.47% | -- | 2026-03-31 |
| 18 | EAF | GRAFTECH INTL LTD SR NT | 245.7K | $1.7M | $1.7M | 0.84% | -- | 2026-03-31 |
| 19 | PPTA | PERPETUA RESOURCES CORP | 56.9K | $1.6M | $1.0M | 0.54% | -- | 2026-03-31 |
| 20 | — | LITHIUM ARGENTINA AG | 221.3K | $1.5M | $1.5M | 0.76% | -- | 2026-03-31 |
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