Fund HoldingsOrion Resource Partners LP

Total Portfolio Value
$203.34M
Total Bought
$23.28M
Total Sold
$119.96M
Net Transaction
-$96.68M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
I-80 GOLD CORP(IAUX)17,376,55117,376,551016,60325,57412.58%+8,972
SOLARIS RES INC(SLSR)5,454,2015,000,000-454,20134,79440,07319.71%+5,279
METHANEX CORP(MEOH)49,032126,323+77,2911,9495,0112.46%+3,062
BARRICK MNG CORP(B)50,09296,183+46,0911,6424,1892.06%+2,547
SKEENA RES LTD NEW(SKE)3,447,8402,775,640-672,20063,48465,92832.42%+2,444
SILVERCORP METALS INC(SVM)104,337359,004+254,6676583,0031.48%+2,345
ANGLOGOLD ASHANTI PLC(AU)025,648+25,64802,1871.08%+2,187
FREEPORT-MCMORAN INC(FCX)040,668+40,66802,0661.02%+2,066
STEEL DYNAMICS INC(STLD)011,684+11,68401,9800.97%+1,980
SOCIEDAD QUIMICA Y MINERA DE(SQM)21,15239,744+18,5929092,7341.34%+1,825
ELDORADO GOLD CORP NEW(EGO)87,038110,608+23,5702,5133,9751.96%+1,462
EQUINOX GOLD CORP(EQX)61,401145,589+84,1886882,0461.01%+1,359
SSR MINING IN(SSRM)27,01888,780+61,7626601,9460.96%+1,287
ALGOMA STL GROUP INC139,406381,728+242,3224951,5710.77%+1,077
FERROGLOBE PLC0184,883+184,88308580.42%+858
NEWMONT CORP(NEM)15,19919,495+4,2961,2811,9470.96%+665
IAMGOLD CORP(IAG)118,063124,438+6,3751,5252,0541.01%+529
ERO COPPER CORP(ERO)121,88394,874-27,0092,4682,6921.32%+223
COEUR MNG INC(CDE)110,536114,205+3,6692,0742,0361.00%-37
CAMECO CORP(CCJ)27,12822,317-4,8112,2752,0421.00%-233
URANIUM ENERGY CORP(UEC)47,6840-47,6846360-636
PERPETUA RESOURCES CORP(PPTA)31,8720-31,8726450-645
LITHIUM ARGENTINA AG(LAR)197,4490-197,4496590-659
PRECISION DRILLING CORP(PDS)11,8080-11,8086650-665
UR-ENERGY INC380,9340-380,9346820-682
VIZSLA SILVER CORP(VZLA)165,6730-165,6737150-715
ENERGY FUELS INC(UUUU)72,9740-72,9741,1200-1,120
HUDBAY MINERALS INC(HBM)167,2250-167,2252,5320-2,532
NEW GOLD INC CDA393,5870-393,5872,8260-2,826
DAKOTA GOLD CORP7,181,7665,181,766-2,000,00032,67729,43214.47%-3,245
ALLIED GOLD CORP(AAUC)5,612,3120-5,612,31298,0550-98,055
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