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Orion Resource Partners LP

Q1 2025 · 13F-HR

Orion Resource Partners LPholdings as filed

Filed 2025-05-15 · accession 0000905148-25-001754

$525.6M
Reported value
18
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29446Y502EQXEQUINOX GOLD CORP$226.8M43.2%33,000,000CommonSOLE
80013R206AYS1SANDSTORM GOLD LTD$157.1M29.9%20,851,772CommonSOLE
83056P715SKESKEENA RES LTD NEW$77.9M14.8%7,720,340CommonSOLE
46655E100DCDAKOTA GOLD CORP$25.7M4.90%9,711,503CommonSOLE
83419D201SLSRSOLARIS RES INC$18.3M3.49%5,454,201CommonSOLE
44955L106IAUXI-80 GOLD CORP$12.2M2.33%20,727,351CommonSOLE
46578C108IEIVANHOE ELECTRIC INC$5.2M0.98%889,694CommonSOLE
29258Y103EXKENDEAVOUR SILVER CORP$361,4020.07%84,691CommonSOLE
59151K108MEOHMETHANEX CORP$324,1490.06%9,243CommonSOLE
91912E105VALEVALE S A$320,9670.06%32,161CommonSOLE
443628102HBMHUDBAY MINERALS INC$315,2780.06%41,580CommonSOLE
55903Q104MQ8MAG SILVER CORP$266,4200.05%17,512CommonSOLE
156431108CENXCENTURY ALUM CO$207,9650.04%11,205CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$148,6590.03%18,085CommonSOLE
19425C100CNLCOLLECTIVE MINING LTD$109,6390.02%12,570CommonSOLE
H5012F103LARLITHIUM ARGENTINA AG$102,7310.02%48,005CommonSOLE
192108504CDECOEUR MNG INC$100,8000.02%17,027CommonSOLE
292671708UUUUENERGY FUELS INC$97,2490.02%26,072CommonSOLE

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.