ORP
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Orion Resource Partners’s Dakota Gold DC Stock Holding History

Orion Resource Partners’s Portfolio DC Stock Details DC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.1M Sell
4,181,766
-1,000,000
-19% -$5.92M 9.65% 3
2025
Q4 		$29.4M Sell
5,181,766
-2,000,000
-28% -$9.6M 14.47% 3
2025
Q3 		$32.7M Sell
7,181,766
-2,529,737
-26% -$10.6M 11.87% 4
2025
Q2 		$35.8M Hold
9,711,503
– – 6.64% 5
2025
Q1 		$25.7M Buy
9,711,503
+700,000
+8% +$1.92M 4.9% 4
2024
Q4 		$19.8M Hold
9,011,503
– – 3.91% 4
2024
Q3 		$21.3M Hold
9,011,503
– – 2.83% 5
2024
Q2 		$23M Buy
+9,011,503
New +$24M 3.47% 6

Other funds holding DC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
BCM
Bornite Capital Management New York $595M AUM 59.2% 1-Year Est. Return

Orion Resource Partners's DC Position: Q1 2026 in Review

Orion Resource Partners reduced its Dakota Gold (DC) stake by 19% in Q1 2026, selling an estimated $5.92M and leaving 4,181,766 shares worth $21.1M. The position accounts for 9.65% of the portfolio, ranked #3.

Orion Resource Partners first reported a position in DC in Q2 2024 and has held it in 8 quarters since. The position peaked at $35.8M in Q2 2025. 175 funds tracked by Wall St. Rank hold DC as of Q1 2026.

  • Orion Resource Partners held 4,181,766 shares of Dakota Gold worth $21.1M as of Q1 2026.
  • Orion Resource Partners sold 1,000,000 Dakota Gold shares in Q1 2026, an estimated $5.92M.
  • Dakota Gold made up 9.65% of Orion Resource Partners's portfolio in Q1 2026, its #3 holding.
  • Orion Resource Partners first reported a position in Dakota Gold in Q2 2024 and has held it in 8 quarters since.
  • Orion Resource Partners's Dakota Gold position peaked at $35.8M in Q2 2025.
  • 175 funds tracked by Wall St. Rank held Dakota Gold as of Q1 2026.

Based on Orion Resource Partners's 13F filing for Q1 2026, filed 15 May 2026.