Fund Holdings — Orion Resource Partners LP

Total Portfolio Value
$275.23M
Total Bought
$21.83M
Total Sold
$304.22M
Net Transaction
-$282.39M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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SOLARIS RES INC(SLSR)5,454,2015,454,201025,01234,79412.64%+9,783
I-80 GOLD CORP(IAUX)20,727,35117,376,551-3,350,80012,79516,6036.03%+3,807
NEW GOLD INC CDA0393,587+393,58702,8261.03%+2,826
ELDORADO GOLD CORP NEW(EGO)087,038+87,03802,5130.91%+2,513
CAMECO CORP(CCJ)027,128+27,12802,2750.83%+2,275
HUDBAY MINERALS INC(HBM)74,017167,225+93,2087862,5320.92%+1,746
ERO COPPER CORP(ERO)43,897121,883+77,9867422,4680.90%+1,726
BARRICK MNG CORP(B)050,092+50,09201,6420.60%+1,642
IAMGOLD CORP(IAG)0118,063+118,06301,5250.55%+1,525
NEWMONT CORP(NEM)015,199+15,19901,2810.47%+1,281
COEUR MNG INC(CDE)96,720110,536+13,8168572,0740.75%+1,217
METHANEX CORP(MEOH)28,33449,032+20,6989401,9490.71%+1,009
SOCIEDAD QUIMICA Y MINERA DE(SQM)021,152+21,15209090.33%+909
VIZSLA SILVER CORP(VZLA)0165,673+165,67307150.26%+715
UR-ENERGY INC(URG)0380,934+380,93406820.25%+682
SSR MINING IN(SSRM)027,018+27,01806600.24%+660
SILVERCORP METALS INC(SVM)0104,337+104,33706580.24%+658
PERPETUA RESOURCES CORP(PPTA)27,17531,872+4,6973306450.23%+315
ENERGY FUELS INC(UUUU)152,69372,974-79,7198781,1200.41%+242
ALGOMA STL GROUP INC53,193139,406+86,2133684950.18%+126
PRECISION DRILLING CORP(PDS)13,59411,808-1,7866426650.24%+23
LITHIUM ARGENTINA AG(LAR)345,155197,449-147,7067186590.24%-58
COLLECTIVE MINING LTD(CNL)27,0110-27,0112960—-296
URANIUM ENERGY CORP(UEC)181,21447,684-133,5301,2326360.23%-596
CENTURY ALUM CO(CENX)34,1470-34,1476150—-615
FREEPORT-MCMORAN INC(FCX)16,4170-16,4177120—-712
FLUOR CORP NEW(FLR)16,7720-16,7728600—-860
STEEL DYNAMICS INC(STLD)7,5590-7,5599680—-968
MOSAIC CO NEW(MOS)34,1430-34,1431,2460—-1,246
ANGLOGOLD ASHANTI PLC(AU)29,7840-29,7841,3470—-1,347
DAKOTA GOLD CORP9,711,5037,181,766-2,529,73735,83532,67711.87%-3,158
ALLIED GOLD CORP(AAUC)7,714,3125,612,312-2,102,000103,63498,05535.63%-5,578
SKEENA RES LTD NEW(SKE)5,147,8403,447,840-1,700,00081,94363,48423.07%-18,459
EQUINOX GOLD CORP(EQX)12,229,37861,401-12,167,97770,6416880.25%-69,953
SANDSTORM GOLD LTD20,851,7710-20,851,771196,3000—-196,300
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