Orion Resource Partners LP
CIK 0002032200 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$219.4M
2026 Q2
Positions
24
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
77.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SKE
SKEENA RES LTD NEW
33.7%
SLSR
SOLARIS RES INC
10.3%
DC
DAKOTA GOLD CORP
8.1%
VMET
VERSAMET ROYALTIES CORP
5.8%
SQM
SOCIEDAD QUIMICA Y MINERA DE
4.6%
CCJ
CAMECO CORP
3.6%
CGAU
CENTERRA GOLD INC
3.6%
TECK
TECK RESOURCES LTD
3.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.