Orion Resource Partners LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SKEENA RES LTD NEW(SKE) | 2,775,640 | 2,775,640 | 0 | 65,928,001 | 82,635,238 | 37.76% | +16,707,237 |
| SOCIEDAD QUIMICA Y MINERA DE(SQM) | 39,744 | 127,379 | +87,635 | 2,734,387 | 10,310,056 | 4.71% | +7,575,669 |
| ANGLOGOLD ASHANTI PLC(AU) | 25,648 | 81,189 | +55,541 | 2,187,261 | 7,904,561 | 3.61% | +5,717,300 |
| IAMGOLD CORP(IAG) | 124,438 | 389,851 | +265,413 | 2,053,574 | 7,328,644 | 3.35% | +5,275,070 |
| SILVERCORP METALS INC(SVM) | 359,004 | 661,970 | +302,966 | 3,002,827 | 7,116,347 | 3.25% | +4,113,520 |
| CENTURY ALUM CO(CENX) | 0 | 68,837 | +68,837 | 0 | 4,040,044 | 1.85% | +4,040,044 |
| FRANCO NEV CORP(FNV) | 0 | 14,833 | +14,833 | 0 | 3,671,490 | 1.68% | +3,671,490 |
| SSR MINING IN(SSRM) | 88,780 | 161,838 | +73,058 | 1,946,375 | 4,751,887 | 2.17% | +2,805,512 |
| STEEL DYNAMICS INC(STLD) | 11,684 | 26,350 | +14,666 | 1,979,854 | 4,743,000 | 2.17% | +2,763,146 |
| NEW PAC METALS CORP | 0 | 616,769 | +616,769 | 0 | 2,557,323 | 1.17% | +2,557,323 |
| FREEPORT MCMORAN INC(FCX) | 40,668 | 64,893 | +24,225 | 2,065,528 | 3,814,411 | 1.74% | +1,748,883 |
| GRAFTECH INTL LTD SR NT | 0 | 245,668 | +245,668 | 0 | 1,665,629 | 0.76% | +1,665,629 |
| PERPETUA RESOURCES CORP(PPTA) | 0 | 56,935 | +56,935 | 0 | 1,601,012 | 0.73% | +1,601,012 |
| LITHIUM ARGENTINA AG(LAR) | 0 | 221,317 | +221,317 | 0 | 1,478,398 | 0.68% | +1,478,398 |
| CAMECO CORP(CCJ) | 22,317 | 31,378 | +9,061 | 2,041,782 | 3,407,965 | 1.56% | +1,366,183 |
| EQUINOX GOLD CORP(EQX) | 145,589 | 211,493 | +65,904 | 2,046,209 | 3,053,255 | 1.40% | +1,007,046 |
| METHANEX CORP(MEOH) | 126,323 | 92,107 | -34,216 | 5,010,600 | 5,486,331 | 2.51% | +475,731 |
| FERROGLOBE PLC | 184,883 | 0 | -184,883 | 857,857 | 0 | — | -857,857 |
| ALGOMA STL GROUP INC | 381,728 | 0 | -381,728 | 1,571,418 | 0 | — | -1,571,418 |
| NEWMONT CORP(NEM) | 19,495 | 0 | -19,495 | 1,946,576 | 0 | — | -1,946,576 |
| COEUR MNG INC(CDE) | 114,205 | 0 | -114,205 | 2,036,275 | 0 | — | -2,036,275 |
| ERO COPPER CORP(ERO) | 94,874 | 0 | -94,874 | 2,691,735 | 0 | — | -2,691,735 |
| ELDORADO GOLD CORP NEW(EGO) | 110,608 | 0 | -110,608 | 3,975,455 | 0 | — | -3,975,455 |
| BARRICK MNG CORP(B) | 96,183 | 0 | -96,183 | 4,188,770 | 0 | — | -4,188,770 |
| I-80 GOLD CORP(IAUX) | 17,376,551 | 12,537,281 | -4,839,270 | 25,574,321 | 19,009,602 | 8.69% | -6,564,719 |
| DAKOTA GOLD CORP | 5,181,766 | 4,181,766 | -1,000,000 | 29,432,431 | 21,117,918 | 9.65% | -8,314,513 |
| SOLARIS RES INC(SLSR) | 5,000,000 | 2,700,000 | -2,300,000 | 40,073,000 | 23,166,000 | 10.58% | -16,907,000 |