ORP
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Orion Resource Partners’s GrafTech EAF Stock Holding History

Orion Resource Partners’s Portfolio EAF Stock Details EAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-245,668
Closed -$1.67M – 26
2026
Q1 		$1.67M Buy
+245,668
New +$2.6M 0.76% 18
2024
Q4 		– Sell
-9,343
Closed -$123K – 20
2024
Q3 		$123K Sell
9,343
-6,860
-42% -$57.2K 0.02% 16
2024
Q2 		$157K Buy
16,203
+10,808
+200% +$166K 0.02% 15
2024
Q1 		$74.4K Buy
+5,395
New +$84.1K 18.4% 3

Other funds holding EAF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $41.5M AUM 245.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BSP
Benefit Street Partners New York $69.6M AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Orion Resource Partners's EAF Position: Q2 2026 in Review

Orion Resource Partners sold out of GrafTech (EAF) in Q2 2026, closing a stake of 245,668 shares — an estimated $1.67M sold.

Orion Resource Partners first reported a position in EAF in Q1 2024 and held it in 4 quarters. The position peaked at $1.67M in Q1 2026. 88 funds tracked by Wall St. Rank hold EAF as of Q2 2026.

  • Orion Resource Partners reported no remaining GrafTech position as of Q2 2026 after selling out during the quarter.
  • Orion Resource Partners sold 245,668 GrafTech shares in Q2 2026, an estimated $1.67M.
  • Orion Resource Partners first reported a position in GrafTech in Q1 2024 and held it in 4 quarters.
  • Orion Resource Partners's GrafTech position peaked at $1.67M in Q1 2026.
  • 88 funds tracked by Wall St. Rank held GrafTech as of Q2 2026.

Based on Orion Resource Partners's 13F filing for Q2 2026, filed 14 Aug 2026.