Orion Resource Partners LP
Annual return '25
+20.7%
SPY '25
+17.7%
Alpha
+3.0ptsvs SPY
Invested
$218.9M
Holdings
21
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SKE
SKEENA RES LTD NEW
Q3 2025: Sold 33.0% (5.15M → 3.45M shares)
37.8%
02
$SLSR
SOLARIS RES INC
Held since at least Q1 2024
10.6%
03
$DC
DAKOTA GOLD CORP
Q3 2025: Sold 26.1% (9.71M → 7.18M shares)
9.6%
04
$IAUX
I-80 GOLD CORP
Q3 2025: Sold 16.2% (20.73M → 17.38M shares)
8.7%
05
$SQM
SOCIEDAD QUIMICA Y MINERA DE
Q3 2025: New position (21.2k shares)
4.7%
06
$AU
ANGLOGOLD ASHANTI PLC
Q3 2025: Exited (was 29.8k shares)
3.6%
07
$IAG
IAMGOLD CORP
Q3 2025: New position (118.1k shares)
3.3%
08
$SVM
SILVERCORP METALS INC
Q3 2025: New position (104.3k shares)
3.3%
09
$MEOH
METHANEX CORP
Q3 2025: Increased +73.0% (28.3k → 49.0k shares)
2.5%
10
$SSRM
SSR MINING IN
Q3 2025: New position (27.0k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:24 UTC.