Orion Resource Partners
Orion Resource Partners reported 24 stocks worth $219M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SKE (33.7%), SLSR (10.3%) and DC (8.1%). Compared with Q1 2026, the fund opened new positions in VMET, CGAU and TECK, added to SQM, CCJ and MEOH, trimmed SVM, FCX and FNV and sold out of IAUX, AU and IAG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SKE Skeena Res Ltd New | $73.9M | 33.7% | 2.8M | No change | 8 of 8 | |
| 2 |  SLSR Solaris Res Incorporated Com New | $22.6M | 10.3% | 2.7M | No change | 8 of 8 | |
| 3 |  DC Dakota Gold Corp | $17.8M | 8.1% | 4.2M | No change | 8 of 8 | |
| 4 |  VMET Versamet Royalties Corp | $12.6M | 5.8% | 1M | New position | 1 of 8 | |
| 5 |  SQM Sociedad Quimica Y Minera DE | $10.1M | 4.6% | 136K | +8,554 (+7%) | 4 of 8 | |
| 6 |  CCJ Cameco Corp F | $8M | 3.6% | 78K | +47K (+149%) | 5 of 8 | |
| 7 |  CGAU Centerra Gold Inc | $7.8M | 3.6% | 493K | New position | 1 of 8 | |
| 8 |  TECK Teck Resources Ltd | $6.7M | 3.0% | 113K | New position | 1 of 8 | |
| 9 |  SVM Silvercorp Metals Inc | $5.6M | 2.6% | 558K | −104K (−16%) | 4 of 8 | |
| 10 |  PDS Precision Drilling Corp | $4.8M | 2.2% | 63K | New position | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IAUX I-80 Gold Corp | $19M | 12.5M |
 AU Anglogold Ashanti PLC | $7.9M | 81K |
 IAG Iamgold Corp | $7.3M | 390K |
 SSRM Ssr Mining in | $4.8M | 162K |
 EQX Equinox Gold Corp | $3.1M | 211K |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Orion Resource Partners 13F FAQ
What does Orion Resource Partners own?
Orion Resource Partners reported 24 stocks worth $219M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SKE (33.7%), SLSR (10.3%) and DC (8.1%). The table above lists every position in the filing (the top 10 without an account).
What did Orion Resource Partners buy and sell in Q2 2026?
Compared with Q1 2026: 12 new positions, 5 added to, 4 trimmed and 8 sold out. New positions include VMET, CGAU and TECK. It sold all of IAUX, AU and IAG.
When will Orion Resource Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Orion Resource Partners's portfolio worth?
The Q2 2026 filing reports $219M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.