Jim Simons
OR icon

Jim Simons’s OR Royalties Inc OR Stock Holding History

Jim Simons’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.8M Buy
783,302
+362,700
+86% +$14.9M 0.05% 498
2025
Q4 		$14.9M Sell
420,602
-160,100
-28% -$5.61M 0.02% 739
2025
Q3 		$23.3M Sell
580,702
-370,000
-39% -$11.5M 0.03% 655
2025
Q2 		$24.4M Buy
950,702
+147,200
+18% +$3.55M 0.03% 623
2025
Q1 		$17M Buy
803,502
+312,200
+64% +$6M 0.03% 731
2024
Q4 		$8.89M Buy
491,302
+149,102
+44% +$2.9M 0.01% 1089
2024
Q3 		$6.33M Buy
342,200
+102,400
+43% +$1.77M 0.01% 1293
2024
Q2 		$3.74M Buy
239,800
+27,400
+13% +$444K 0.01% 1487
2024
Q1 		$3.49M Sell
212,400
-186,700
-47% -$2.76M 0.01% 1652
2023
Q4 		$5.7M Sell
399,100
-191,074
-32% -$2.5M 0.01% 1270
2023
Q3 		$6.94M Buy
590,174
+140,100
+31% +$1.91M 0.01% 1119
2023
Q2 		$6.92M Sell
450,074
-204,800
-31% -$3.31M 0.01% 1223
2023
Q1 		$10.3M Sell
654,874
-8,400
-1% -$113K 0.01% 1068
2022
Q4 		$8M Sell
663,274
-645,200
-49% -$7.47M 0.01% 1219
2022
Q3 		$13.3M Sell
1,308,474
-85,200
-6% -$854K 0.02% 879
2022
Q2 		$14.1M Buy
1,393,674
+438,700
+46% +$5.27M 0.02% 923
2022
Q1 		$12.6M Sell
954,974
-9,300
-1% -$115K 0.01% 989
2021
Q4 		$11.8M Sell
964,274
-342,500
-26% -$4.17M 0.01% 988
2021
Q3 		$14.7M Buy
1,306,774
+144,000
+12% +$1.8M 0.02% 827
2021
Q2 		$15.9M Buy
1,162,774
+212,074
+22% +$2.84M 0.02% 880
2021
Q1 		$10.5M Sell
950,700
-540,500
-36% -$6.17M 0.01% 1160
2020
Q4 		$18.9M Sell
1,491,200
-518,700
-26% -$6.05M 0.02% 791
2020
Q3 		$23.8M Sell
2,009,900
-588,400
-23% -$6.84M 0.02% 655
2020
Q2 		$26M Sell
2,598,300
-223,975
-8% -$2.07M 0.02% 682
2020
Q1 		$21M Buy
2,822,275
+459,675
+19% +$4.09M 0.02% 745
2019
Q4 		$22.9M Buy
2,362,600
+602,900
+34% +$5.5M 0.02% 931
2019
Q3 		$16.4M Buy
1,759,700
+195,615
+13% +$2.3M 0.01% 1078
2019
Q2 		$16.3M Buy
1,564,085
+268,985
+21% +$2.86M 0.01% 1089
2019
Q1 		$14.6M Buy
1,295,100
+266,900
+26% +$2.75M 0.01% 1148
2018
Q4 		$9.03M Buy
1,028,200
+277,626
+37% +$2.18M 0.01% 1369
2018
Q3 		$5.7M Buy
750,574
+300,198
+67% +$2.57M 0.01% 1720
2018
Q2 		$4.26M Sell
450,376
-117,624
-21% -$1.16M ﹤0.01% 1890
2018
Q1 		$5.49M Buy
568,000
+112,644
+25% +$1.19M 0.01% 1756
2017
Q4 		$5.26M Buy
455,356
+233,782
+106% +$2.84M 0.01% 1773
2017
Q3 		$2.86M Buy
221,574
+87,400
+65% +$1.13M ﹤0.01% 2100
2017
Q2 		$1.64M Buy
+134,174
New +$1.52M ﹤0.01% 2354
2016
Q4 		– Sell
-15,974
Closed -$175K – 3391
2016
Q3 		$175K Buy
+15,974
New +$199K ﹤0.01% 3093

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Jim Simons's OR Position: Q1 2026 in Review

Jim Simons increased its OR Royalties Inc (OR) stake by 86% in Q1 2026, buying an estimated $14.9M and bringing the position to 783,302 shares worth $29.8M. The position accounts for 0.05% of the portfolio, ranked #498.

Jim Simons first reported a position in OR in Q3 2016 and has held it in 37 quarters since. 252 funds tracked by Wall St. Rank hold OR as of Q1 2026.

  • Jim Simons held 783,302 shares of OR Royalties Inc worth $29.8M as of Q1 2026.
  • Jim Simons bought 362,700 OR Royalties Inc shares in Q1 2026, an estimated $14.9M.
  • OR Royalties Inc made up 0.05% of Jim Simons's portfolio in Q1 2026, its #498 holding.
  • Jim Simons first reported a position in OR Royalties Inc in Q3 2016 and has held it in 37 quarters since.
  • 252 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.