Q3 2025 · 13F-HR
Orion Resource Partners LPholdings as filed
Filed 2025-11-14 · accession 0000905148-25-004044
$275.2M
Reported value
27
Positions
2025-09-30
Period end
The Brief · Orion Resource Partners LP · Q3 2025
AI · grounded in 13F
Orion Resource Partners LP established a new position in Allied Gold Corp AAUC valued at $98.1M. The fund also initiated stakes in Skeena Res Ltd New SKE for $63.5M and Solaris Res Inc SLSR for $34.8M. Additional new positions include Dakota Gold Corp DC and I-80 Gold Corp IAUX.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 01921D204 | AAUC | ALLIED GOLD CORP | $98.1M | 35.6% | 5,612,312 | Common | SOLE |
| 83056P715 | SKE | SKEENA RES LTD NEW | $63.5M | 23.1% | 3,447,840 | Common | SOLE |
| 83419D201 | SLSR | SOLARIS RES INC | $34.8M | 12.6% | 5,454,201 | Common | SOLE |
| 46655E100 | DC | DAKOTA GOLD CORP | $32.7M | 11.9% | 7,181,766 | Common | SOLE |
| 44955L106 | IAUX | I-80 GOLD CORP | $16.6M | 6.03% | 17,376,551 | Common | SOLE |
| 644535106 | NGDN | NEW GOLD INC CDA | $2.8M | 1.03% | 393,587 | Common | SOLE |
| 443628102 | HBM | HUDBAY MINERALS INC | $2.5M | 0.92% | 167,225 | Common | SOLE |
| 284902509 | EGO | ELDORADO GOLD CORP NEW | $2.5M | 0.91% | 87,038 | Common | SOLE |
| 296006109 | ERO | ERO COPPER CORP | $2.5M | 0.90% | 121,883 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $2.3M | 0.83% | 27,128 | Common | SOLE |
| 192108504 | CDE | COEUR MNG INC | $2.1M | 0.75% | 110,536 | Common | SOLE |
| 59151K108 | MEOH | METHANEX CORP | $1.9M | 0.71% | 49,032 | Common | SOLE |
| 06849F108 | B | BARRICK MNG CORP | $1.6M | 0.60% | 50,092 | Common | SOLE |
| 450913108 | IAG | IAMGOLD CORP | $1.5M | 0.55% | 118,063 | Common | SOLE |
| 651639106 | NEM | NEWMONT CORP | $1.3M | 0.47% | 15,199 | Common | SOLE |
| 292671708 | UUUU | ENERGY FUELS INC | $1.1M | 0.41% | 72,974 | Common | SOLE |
| 833635105 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $909,113 | 0.33% | 21,152 | Common | SOLE |
| 92859G608 | VZLA | VIZSLA SILVER CORP | $715,307 | 0.26% | 165,673 | Common | SOLE |
| 29446Y502 | EQX | EQUINOX GOLD CORP | $687,682 | 0.25% | 61,401 | Common | SOLE |
| 91688R108 | URG | UR-ENERGY INC | $681,872 | 0.25% | 380,934 | Common | SOLE |
| 74022D407 | PDS | PRECISION DRILLING CORP | $665,499 | 0.24% | 11,808 | Common | SOLE |
| 784730103 | SSRM | SSR MINING IN | $659,543 | 0.24% | 27,018 | Common | SOLE |
| H5012F103 | LAR | LITHIUM ARGENTINA AG | $659,480 | 0.24% | 197,449 | Common | SOLE |
| 82835P103 | SVM | SILVERCORP METALS INC | $658,111 | 0.24% | 104,337 | Common | SOLE |
| 714266103 | PPTA | PERPETUA RESOURCES CORP | $644,771 | 0.23% | 31,872 | Common | SOLE |
| 916896103 | UEC | URANIUM ENERGY CORP | $636,105 | 0.23% | 47,684 | Common | SOLE |
| 015658107 | ASTL | ALGOMA STL GROUP INC | $494,737 | 0.18% | 139,406 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.