Q2 2026 13F · SEC CIK 2032200
Orion Resource Partners LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $219.4M
- Reported positions
- 24
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1.6 yrs
Orion Resource Partners LP is a hedge fund that reported 24 positions worth $219.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Skeena Res Ltd New (SKE, 33.7%), Solaris Res Inc (SLSR, 10.3%), Dakota Gold Corp (DC, 8.1%).
Orion Resource Partners LP holdings all 24 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SKESkeena Res Ltd New | 33.7% | +0.0% | $73.9M |
| SLSRSolaris Res Inc | 10.3% | +0.0% | $22.6M |
| DCDakota Gold Corp | 8.1% | +0.0% | $17.8M |
| VMETVersamet Royalties Corp | 5.8% | — | $12.6M |
| SQMSociedad Quimica Y Minera de | 4.6% | +6.7% | $10.1M |
| CCJCameco Corp | 3.6% | +149.4% | $8.0M |
| CGAUCenterra Gold Incorporated (canada) | 3.6% | — | $7.8M |
| TECKTeck Resources Ltd | 3.0% | — | $6.7M |
| SVMSilvercorp Metals Inc | 2.6% | -15.8% | $5.6M |
| PDSPrecision Drilling Corp Com New | 2.2% | — | $4.8M |
| FLRFluor Corp Com | 2.2% | — | $4.8M |
| MEOHMethanex Corp | 2.0% | +4.8% | $4.5M |
| CFCf Industries Hold | 2.0% | — | $4.4M |
| EGOEldorado Gold Corp | 2.0% | — | $4.4M |
| DNNDenison Mines Corp | 2.0% | — | $4.3M |
| OCANFOceanagold Corporation Com New (canada) | 1.9% | — | $4.2M |
| FCXFreeport Mcmoran Inc | 1.9% | -0.2% | $4.1M |
| HBMHudbay Minerals Inc | 1.8% | — | $4.0M |
| CENXCentury Alum Co | 1.8% | +21.7% | $3.9M |
| LARLithium Argentina AG | 1.5% | +79.3% | $3.3M |
| MOSMosaic Co | 0.9% | — | $2.1M |
| FNVFranco Nev Corp | 0.9% | -36.8% | $2.0M |
| STLDSteel Dynamics Inc | 0.9% | -67.8% | $1.9M |
| NXENexgen Energy Limited (canada) | 0.8% | — | $1.8M |
What Orion Resource Partners LP bought and sold in Q2 2026, against Q1 2026.
New positions
- VMET Versamet Royalties Corp5.8% of 13F
- CGAU Centerra Gold Incorporated (canada)3.6% of 13F
- TECK Teck Resources Ltd3.0% of 13F
- PDS Precision Drilling Corp Com New2.2% of 13F
- FLR Fluor Corp Com2.2% of 13F
- CF Cf Industries Hold2.0% of 13F
- EGO Eldorado Gold Corp2.0% of 13F
- DNN Denison Mines Corp2.0% of 13F
Added to
- CCJ Cameco Corp+149.4% shares
- LAR Lithium Argentina AG+79.3% shares
- CENX Century Alum Co+21.7% shares
- SQM Sociedad Quimica Y Minera de+6.7% shares
Reduced
- STLD Steel Dynamics Inc-67.8% shares
- FNV Franco Nev Corp-36.8% shares
- SVM Silvercorp Metals Inc-15.8% shares
Sold out
- IAUX I-80 Gold Corpwas 8.7%
- AU Anglogold Ashanti PLCwas 3.6%
- IAG Iamgold Corpwas 3.3%
- SSRM Ssr Mng Incwas 2.2%
- EQX Equinox Gold Corpwas 1.4%
- New Pac Metals Corpwas 1.2%
- EAF Graftech International Ltdwas 0.8%
- PPTA Perpetua Resources Corporation (canada)was 0.7%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +43.6% /yr
- S&P 500 +11.7%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $219.4M | 24 |
| Q1 2026 | $218.9M | 20 |
| Q4 2025 | $203.3M | 21 |
| Q3 2025 | $275.2M | 27 |
| Q2 2025 | $539.7M | 24 |
| Q1 2025 | $525.6M | 18 |
| Q4 2024 | $488.9M | 17 |
| Q3 2024 | $735.1M | 12 |
| Q2 2024 | $661.7M | 18 |
Questions about Orion Resource Partners LP's portfolio
What stocks does Orion Resource Partners LP own?
Orion Resource Partners LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 24 positions worth $219.4M. The largest are Skeena Res Ltd New (SKE) at 33.7%, Solaris Res Inc (SLSR) at 10.3%, Dakota Gold Corp (DC) at 8.1%, Versamet Royalties Corp (VMET) at 5.8% and Sociedad Quimica Y Minera de (SQM) at 4.6%.
What did Orion Resource Partners LP buy last quarter?
In Q2 2026, Orion Resource Partners LP added a new position in Versamet Royalties Corp (VMET), a new position in Centerra Gold Incorporated (canada) (CGAU), a new position in Teck Resources Ltd (TECK), a new position in Precision Drilling Corp Com New (PDS), a new position in Fluor Corp Com (FLR), Cameco Corp (CCJ) (+149.4% shares), Lithium Argentina AG (LAR) (+79.3% shares) and Century Alum Co (CENX) (+21.7% shares), compared with its Q1 2026 filing.
What did Orion Resource Partners LP sell last quarter?
In Q2 2026, Orion Resource Partners LP sold all of I-80 Gold Corp (IAUX), sold all of Anglogold Ashanti PLC (AU), sold all of Iamgold Corp (IAG), sold all of Ssr Mng Inc (SSRM), sold all of Equinox Gold Corp (EQX), Steel Dynamics Inc (STLD) (-67.8% shares), Franco Nev Corp (FNV) (-36.8% shares) and Silvercorp Metals Inc (SVM) (-15.8% shares), compared with its Q1 2026 filing.
When is Orion Resource Partners LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Orion Resource Partners LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.