Fund Holdings — Orion Resource Partners LP

Total Portfolio Value
$506.99M
Total Bought
$2.19M
Total Sold
$190.70M
Net Transaction
-$188.52M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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SOLARIS RES INC(SLSR)5,454,2015,454,201014,11516,9113.34%+2,796
METHANEX CORP(MEOH)09,793+9,79304890.10%+489
CAMECO CORP(CCJ)07,255+7,25503730.07%+373
CENTURY ALUM CO(CENX)017,092+17,09203110.06%+311
ENDEAVOUR SILVER CORP(EXK)081,756+81,75603000.06%+300
HUDBAY MINERALS INC(HBM)34,86962,724+27,8553215080.10%+188
CLEVELAND-CLIFFS INC NEW(CLF)019,397+19,39701820.04%+182
PRECISION DRILLING CORP(PDS)3,4515,714+2,2632133490.07%+136
ARIS MNG CORP(ARIS)024,597+24,5970860.02%+86
IAMGOLD CORP(IAG)25,77239,747+13,9751352050.04%+70
ENERGY FUELS INC(UUUU)32,28642,196+9,9101772160.04%+39
COEUR MNG INC(CDE)30,05438,079+8,0252072180.04%+11
COLLECTIVE MINING LTD(CNL)24,4520-24,452780—-78
UR-ENERGY INC(URG)97,0610-97,0611160—-116
GRAFTECH INTL LTD(EAF)93,4300-93,4301230—-123
MAG SILVER CORP11,2400-11,2401580—-158
STEEL DYNAMICS INC(STLD)2,4180-2,4183050—-305
GOLD ROYALTY CORP(GROY)1,450,000950,000-500,0001,9721,1500.23%-822
DAKOTA GOLD CORP9,011,5039,011,503021,26719,8253.91%-1,442
IVANHOE ELECTRIC INC(IE)1,950,0001,887,387-62,61316,49714,2502.81%-2,247
I-80 GOLD CORP(IAUX)18,917,57618,917,576021,9449,1751.81%-12,769
EQUINOX GOLD CORP(EQX)42,000,00042,000,0000255,780210,84041.59%-44,940
SKEENA RES LTD NEW(SKE)15,440,6797,720,339-7,720,340130,62867,32113.28%-63,307
SANDSTORM GOLD LTD47,971,17229,441,172-18,530,000287,827164,28232.40%-123,545
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