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Orion Resource Partners Lp Top Holdings and 13F Report (2025)

About Orion Resource Partners Lp

Investment Activity

  • Orion Resource Partners Lp has $488.93 million in total holdings as of December 31, 2024.
  • Orion Resource Partners Lp owns shares of 17 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 0.55% of the portfolio was purchased this quarter.
  • About 35.12% of the portfolio was sold this quarter.
  • This quarter, Orion Resource Partners Lp has purchased 12 new stocks and bought additional shares in 3 stocks.
  • Orion Resource Partners Lp sold shares of 3 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Equinox Gold
$210,840,000
Sandstorm Gold
$164,281,740
Skeena Resources
$67,321,356
Dakota Gold
$19,825,307
Ivanhoe Electric
$14,249,772

Largest New Holdings this Quarter

Hudbay Minerals
$508,443 Holding
Methanex
$489,025 Holding
Cameco
$372,834 Holding
Century Aluminum
$311,416 Holding
Endeavour Silver
$299,530 Holding

Largest Purchases this Quarter

Hudbay Minerals
62,724 shares (about $508.44K)
Methanex
9,793 shares (about $489.03K)
Cameco
7,255 shares (about $372.83K)
Century Aluminum
17,092 shares (about $311.42K)
Endeavour Silver
81,756 shares (about $299.53K)

Largest Sales this Quarter

Sandstorm Gold
18,530,000 shares (about $103.40M)
Skeena Resources
7,720,340 shares (about $67.32M)
Ivanhoe Electric
62,613 shares (about $472.73K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofOrion Resource Partners Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Equinox Gold Corp. stock logo
EQX
Equinox Gold
$210,840,0000.0%42,000,00043.1%Basic Materials
Sandstorm Gold Ltd. stock logo
SAND
Sandstorm Gold
$164,281,740$103,397,400 -38.6%29,441,17233.6%Basic Materials
Skeena Resources Limited stock logo
SKE
Skeena Resources
$67,321,356$67,321,365 -50.0%7,720,33913.8%Oils/Energy
Dakota Gold Corp. stock logo
DC
Dakota Gold
$19,825,3070.0%9,011,5034.1%Basic Materials
Ivanhoe Electric Inc. stock logo
IE
Ivanhoe Electric
$14,249,772$472,728 -3.2%1,887,3872.9%Business Services
I-80 GOLD CORP
$9,175,0240.0%18,917,5761.9%COM
Hudbay Minerals Inc. stock logo
HBM
Hudbay Minerals
$508,443$508,443 New Holding62,7240.1%Basic Materials
Methanex Co. stock logo
MEOH
Methanex
$489,025$489,025 New Holding9,7930.1%Basic Materials
Cameco Co. stock logo
CCJ
Cameco
$372,834$372,834 New Holding7,2550.1%Basic Materials
Precision Drilling Co. stock logo
PDS
Precision Drilling
$348,954$138,201 65.6%5,7140.1%Oils/Energy
Century Aluminum stock logo
CENX
Century Aluminum
$311,416$311,416 New Holding17,0920.1%Industrial Products
Endeavour Silver Corp. stock logo
EXK
Endeavour Silver
$299,530$299,530 New Holding81,7560.1%Basic Materials
Coeur Mining, Inc. stock logo
CDE
Coeur Mining
$217,812$45,903 26.7%38,0790.0%Basic Materials
Energy Fuels Inc. stock logo
UUUU
Energy Fuels
$216,465$50,838 30.7%42,1960.0%Basic Materials
IAMGOLD Co. stock logo
IAG
IAMGOLD
$205,307$205,307 New Holding39,7470.0%Basic Materials
Cleveland-Cliffs Inc. stock logo
CLF
Cleveland-Cliffs
$182,332$182,332 New Holding19,3970.0%Basic Materials
ARIS MNG CORP
$86,183$86,183 New Holding24,5970.0%COM
Steel Dynamics, Inc. stock logo
STLD
Steel Dynamics
$0$304,861 -100.0%00.0%Basic Materials
GrafTech International Ltd. stock logo
EAF
GrafTech International
$0$123,328 -100.0%00.0%Industrial Products
Ur-Energy Inc. stock logo
URG
Ur-Energy
$0$115,503 -100.0%00.0%Basic Materials

Showing largest 100 holdings. View all holdings.
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