Orion Resource Partners LP reported 16 positions worth $150.58M for the quarter ended Jun 30, 2026, down 4.6% on the prior quarter. It opened 7 new positions, added to 3, trimmed 4 and exited 5. Its largest holding is Skeena Resources Ltd at 49.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TECK Teck Resources Ltd | +112.5K | – | $6.69M | 4.44% |
| FLR Fluor Corp | +91.3K | – | $4.78M | 3.18% |
| CF CF Industries Holdings, Inc. | +40.7K | – | $4.41M | 2.93% |
| DNN Denison Mines Corp. | +1.40M | – | $4.29M | 2.85% |
| HBM Hudbay Minerals Inc. | +170.9K | – | $4.03M | 2.68% |
| MOS Mosaic Co | +97.8K | – | $2.07M | 1.38% |
| NXE NexGen Energy Ltd. | +187.9K | – | $1.76M | 1.17% |
| LAR Lithium Argentina AG | +175.4K | +79.3% | $1.45M | 2.18% |
| CENX Century Aluminum Co | +14.9K | +21.7% | $686.98K | 2.56% |
| SQM Chemical & Mining Co Of Chile Inc | +8,554 | +6.7% | $633.34K | 6.68% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AU AngloGold Ashanti PLC | -81.2K | -100.0% | $7.90M | Exited |
| SSRM Ssr Mining Inc. | -161.8K | -100.0% | $4.75M | Exited |
| STLD Steel Dynamics Inc | -17.9K | -67.8% | $4.10M | 1.29% |
| EQX Equinox Gold Corp. | -211.5K | -100.0% | $3.05M | Exited |
| EAF Graftech International Ltd | -245.7K | -100.0% | $1.67M | Exited |
| PPTA Perpetua Resources Corp. | -56.9K | -100.0% | $1.60M | Exited |
| FNV FRANCO NEVADA Corp | -5,456 | -36.8% | $1.14M | 1.3% |
| SVM Silvercorp Metals Inc | -104.3K | -15.8% | $1.06M | 3.75% |
| FCX Freeport-Mcmoran Inc | -128 | -0.2% | $8.05K | 2.71% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| TECK Teck Resources Ltd | +112.5K | $6.69M | 4.44% |
| FLR Fluor Corp | +91.3K | $4.78M | 3.18% |
| CF CF Industries Holdings, Inc. | +40.7K | $4.41M | 2.93% |
| DNN Denison Mines Corp. | +1.40M | $4.29M | 2.85% |
| HBM Hudbay Minerals Inc. | +170.9K | $4.03M | 2.68% |
| MOS Mosaic Co | +97.8K | $2.07M | 1.38% |
| NXE NexGen Energy Ltd. | +187.9K | $1.76M | 1.17% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SKE Skeena Resources Ltd | Basic Materials | 2.78M | $73.91M | 49.08% | 0 | 0.0% | Unchanged | 2.41% |
| 2 | DC Dakota Gold Corp. | Basic Materials | 4.18M | $17.81M | 11.83% | 0 | 0.0% | Unchanged | 3.12% |
| 3 | SQM Chemical & Mining Co Of Chile Inc | Basic Materials | 135.9K | $10.06M | 6.68% | +8,554 | +6.7% | Added | 0.05% |
| 4 | TECK Teck Resources Ltd | Basic Materials | 112.5K | $6.69M | 4.44% | +112.5K | – | New | 0.02% |
| 5 | SVM Silvercorp Metals Inc | Basic Materials | 557.7K | $5.64M | 3.75% | -104.3K | -15.8% | Reduced | 0.25% |
| 6 | FLR Fluor Corp | Industrials | 91.3K | $4.78M | 3.18% | +91.3K | – | New | 0.07% |
| 7 | CF CF Industries Holdings, Inc. | Basic Materials | 40.7K | $4.41M | 2.93% | +40.7K | – | New | 0.03% |
| 8 | DNN Denison Mines Corp. | Others | 1.40M | $4.29M | 2.85% | +1.40M | – | New | 0.16% |
| 9 | FCX Freeport-Mcmoran Inc | Basic Materials | 64.8K | $4.07M | 2.71% | -128 | -0.2% | Reduced | 0% |
| 10 | HBM Hudbay Minerals Inc. | Basic Materials | 170.9K | $4.03M | 2.68% | +170.9K | – | New | 0.04% |
| 11 | CENX Century Aluminum Co | Basic Materials | 83.8K | $3.85M | 2.56% | +14.9K | +21.7% | Added | 0.08% |
| 12 | LAR Lithium Argentina AG | Basic Materials | 396.7K | $3.28M | 2.18% | +175.4K | +79.3% | Added | 0.24% |
| 13 | MOS Mosaic Co | Basic Materials | 97.8K | $2.07M | 1.38% | +97.8K | – | New | 0.03% |
| 14 | FNV FRANCO NEVADA Corp | Financial Services | 9,377 | $1.95M | 1.3% | -5,456 | -36.8% | Reduced | 0% |
| 15 | STLD Steel Dynamics Inc | Basic Materials | 8,485 | $1.95M | 1.29% | -17.9K | -67.8% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Orion Resource Partners.
As of its Q2 2026 13F filing, Orion Resource Partners LP’s five largest positions were Skeena Resources Ltd (SKE) at 49.1%, Dakota Gold Corp. (DC) at 11.8%, Chemical & Mining Co Of Chile Inc (SQM) at 6.7%, Teck Resources Ltd (TECK) at 4.4%, Silvercorp Metals Inc (SVM) at 3.7% of the reported portfolio.
Orion Resource Partners LP reported a 13F portfolio worth $150.58M across 16 positions for Q2 2026. That is down 4.6% from the previous quarter.
Its largest purchases by value were Teck Resources Ltd ($6.69M), Fluor Corp ($4.78M), CF Industries Holdings, Inc. ($4.41M). It opened 7 new positions.
Its largest sales by value were AngloGold Ashanti PLC ($7.90M), Ssr Mining Inc. ($4.75M), Steel Dynamics Inc ($4.10M). It exited 5 positions entirely.
From the Form 13F-HR reports Orion Resource Partners LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.