account_balance
Investment manager · 13F filer · SEC CIK 2032200
Orion Resource Partners LP
Reported value$219Mas of Jun 30, 2026
Positions24 12 new, 8 sold out
Top 10 weight77.5%SKE alone is 34%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SKESkeena Res Ltd New
33.7%
SLSRSolaris Res Inc
10.3%
DCDakota Gold Corp
8.1%
VMETVersamet Royalties Corp
5.8%New
SQMSociedad Quimica Y Minera de
4.6%Added +7%
CCJCameco Corp
3.6%Added +149%
CGAUCenterra Gold Inc
3.6%New
TECKTeck Resources Ltd
3.0%New
SVMSilvercorp Metals Inc
2.6%Trimmed −16%
PDS2.2%FLR2.2%MEOH2.0%SKESkeena Res Ltd New
33.7%
SLSRSolaris Res Inc
10.3%
DCDakota Gold Corp
8.1%
VMET5.8%SQM4.6%CCJ3.6%CGAU3.6%TECK3.0%SVM2.6%PDS2.2%FLR2.2%MEOHBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SKE Skeena Res Ltd New 33.7% HeldSLSR Solaris Res Inc 10.3% HeldDC Dakota Gold Corp 8.1% HeldVMET Versamet Royalties Corp 5.8% NewSQM Sociedad Quimica Y Minera de 4.6% Added +7%CCJ Cameco Corp 3.6% Added +149%CGAU Centerra Gold Inc 3.6% NewTECK Teck Resources Ltd 3.0% NewSVM Silvercorp Metals Inc 2.6% Trimmed −16%PDS Precision Drilling Corp 2.2% NewFLR Fluor Corp 2.2% NewMEOH Methanex Corp 2.0% Added +5%
What changed