Orion Resource Partners
FundMining-focused private equity firm. Diversified across PM and base metals.
Skeena is the largest position in Orion Resource Partners's tracked book
12 tracked · Filing-sourced (SEC) · Latest filing May 15, 2026 · 13F, Form 4, 13D/G
Orion Resource Partners LP is a New York-based private equity and credit firm focused on the metals and mining sector. As of Q1 2026, Orion's SEC 13F filing reports $219 million in publicly traded positions across 20 holdings. Skeena Resources (SKE) is the largest position at 37.8% of the book ($82.6M). The portfolio includes precious metals producers (Dakota Gold, i-80 Gold, IAMGOLD), royalty companies (Franco-Nevada), and non-precious-metals names (Solaris Resources, SQM, Steel Dynamics). This page shows only holdings in the GoldSignal tracked universe.
Portfolio allocation
Holdings (12)
Showing 12 of 20 reported positions · ordered by reported value
NEWP 1.2%
Largest % shareholder
$161.6M
Tracked value
2,775,640 shares
4,181,766 shares
12,537,281 shares
81,189 shares
389,851 shares
661,970 shares
161,838 shares
14,833 shares
31,378 shares
211,493 shares
56,935 shares
616,769 shares
CURATEDSEC 13F-HR · Orion Resource Partners LP accession 0000905148-26-002383Mar 31, 2026SEC 13F-HR · Orion Resource Partners LP accession 0000905148-26-002383
Shows tracked precious metals holdings only, not full book. Full 13F filed by Orion Resource Partners LP.
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Portfolio Intelligence
Portfolio Intelligence
Aggregated from this investor's disclosed positions. Methodology
Portfolio Gold Beta
Equal-weight average of cached stock-level gold beta values across disclosed holdings with available regression data.
Beta
0.92
R-squared
0.43
Coverage
100%
1 of 1 holdings, equal weight
Consensus Holdings
Holdings also disclosed by other tracked investors.
| Ticker | Company | Also held by |
|---|---|---|
| NEWP | New Pacific Metals Corp. | 1 investor, Ross Beaty |
Similar Portfolios
Filing Timeline
- Mar 31, 2026NEWPNew Pacific Metals Corp.
616,769 shares ($2.56M), 1.2% of book, rank #11
Fund HoldingSEC 13F-HR · Orion Resource Partners LP accession 0000905148-26-002383
Additional disclosed positions from interviews and public statements may appear above the 13F-sourced list.
Precious-metals holdings from the most recent SEC 13F filed by Orion Resource Partners LP. That filing also includes non-precious-metals securities; this page shows only names in the GoldSignal universe.