Orion Resource Partners LP Portfolio Holdings

Orion Resource Partners LP

  • $275 Billion
  • Q3 2025

Orion Resource Partners LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $275 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Allied Gold Corp with a value of $98.1B, Skeena Resources LTD with a value of $63.5B, Solaris Res Inc Com New with a value of $34.8B, Dakota Gold Corp. with a value of $32.7B, and I 80 Gold Corp. with a value of $16.6B.

Examining the 13F form we can see an decrease of $264B in the current position value, from $540B to 275B.

Orion Resource Partners LP is based out at New York, NY

Below you can find more details about Orion Resource Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $275 Billion
Basic Materials: $117 Billion
Energy: $5.38 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Allied Gold Corp
-
$98.1 Billion 35.63% of portfolio
-
Q3 2025 Reduced 27.25%
$1.31B
$63.5 Billion 23.07% of portfolio
3,447,840
Q3 2025 Reduced 33.02%
$0
$34.8 Billion 12.64% of portfolio
5,454,201
Q3 2024 New
$289M
$32.7 Billion 11.87% of portfolio
7,181,766
Q3 2025 Reduced 26.05%
$0
$16.6 Billion 6.03% of portfolio
17,376,551
Q3 2025 Reduced 16.17%
$4.89B
$2.83 Billion 1.03% of portfolio
393,587
Q3 2025 New
$4.13B
$2.53 Billion 0.92% of portfolio
167,225
Q3 2025 Added 125.93%
$5.15B
$2.51 Billion 0.91% of portfolio
87,038
Q3 2025 New
$1.95B
$2.47 Billion 0.9% of portfolio
121,883
Q3 2025 Added 177.66%
$36.7B
$2.27 Billion 0.83% of portfolio
27,128
Q3 2025 New
$4.16B
$2.07 Billion 0.75% of portfolio
110,536
Q3 2025 Added 14.28%
$2.57B
$1.95 Billion 0.71% of portfolio
49,032
Q3 2025 Added 73.05%
Barrick Mng Corp
-
$1.64 Billion 0.6% of portfolio
-
Q3 2025 New
$6.58B
$1.53 Billion 0.55% of portfolio
118,063
Q3 2025 New
$69.1B
$1.28 Billion 0.47% of portfolio
15,199
Q3 2025 New
$2.45B
$1.12 Billion 0.41% of portfolio
72,974
Q3 2025 Reduced 52.21%
Vizsla Silver Corp
-
$715 Million 0.26% of portfolio
-
Q3 2025 New
$270M
$682 Million 0.25% of portfolio
380,934
Q3 2025 New
$3.89B
$688 Million 0.25% of portfolio
61,401
Q3 2025 Reduced 99.5%
$4.44B
$660 Million 0.24% of portfolio
27,018
Q3 2025 New
$1.2B
$658 Million 0.24% of portfolio
104,337
Q3 2025 New
$791M
$665 Million 0.24% of portfolio
11,808
Q3 2025 Reduced 13.14%
Lithium Argentina Ag
-
$659 Million 0.24% of portfolio
-
Q3 2025 Reduced 42.79%
$1.41B
$645 Million 0.23% of portfolio
31,872
Q3 2025 Added 17.28%
$4.23B
$636 Million 0.23% of portfolio
47,684
Q3 2025 Reduced 73.69%
$377M
$495 Million 0.18% of portfolio
139,406
Q3 2025 Added 162.08%

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $275 Billion
  • Prior Value $540 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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