# ORION RESOURCE PARTNERS (USA) LP

> Institutional holdings reported to the SEC as of Q1 2024 on Form 13F. CIK 1714217. Source: https://holderbook.com/funds/1714217-orion-resource-partners-usa-lp/

- Reported value: $333.3M
- Positions: 4
- Weight of the ten largest: 100.0%
- Filed: 2024-05-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SANDSTORM GOLD LTD | [SAND](https://holderbook.com/stocks/SAND/) | $251.8M | 47,971,172 | 75.6% | 6 |
| IVANHOE ELECTRIC INC | [IE](https://holderbook.com/stocks/IE/) | $36.4M | 3,714,753 | 10.9% | 6 |
| I-80 GOLD CORP | [IAUX](https://holderbook.com/stocks/IAUX/) | $29.2M | 21,800,000 | 8.8% | 6 |
| DAKOTA GOLD CORP | [DC](https://holderbook.com/stocks/DC/) | $15.8M | 6,666,667 | 4.7% | 2 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q1 2024 | $333.3M | 4 |
| Q4 2023 | $334.6M | 4 |
| Q3 2023 | $301.1M | 3 |
| Q2 2023 | $355.8M | 3 |
| Q1 2023 | $418.7M | 3 |
| Q4 2022 | $399.8M | 3 |