SEC 13F Intelligence

Orion Resource Partners LP / DC

Orion Resource Partners LP’s Dakota Gold Corp Position

Does Orion Resource Partners LP own Dakota Gold Corp (DC)? Yes — 4.18M shares worth $21M (+9.65% of its 13F portfolio) as of Q1 2026, down from 5.18M shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
4.18M
% of Portfolio
+9.65%
Quarters Held
8
currently held

Position History DC

Reported value by quarter
Q2 ’24: $23MQ2 ’24Q3 ’24: $21MQ3 ’24Q4 ’24: $20MQ4 ’24Q1 ’25: $26MQ1 ’25Q2 ’25: $36MQ2 ’25Q3 ’25: $33MQ3 ’25Q4 ’25: $29MQ4 ’25Q1 ’26: $21MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.18M$21M+9.65%
Q4 20255.18M$29M+14.47%
Q3 20257.18M$33M+11.87%
Q2 20259.71M$36M+6.64%
Q1 20259.71M$26M+4.90%
Q4 20249.01M$20M+4.05%
Q3 20249.01M$21M+2.89%
Q2 20249.01M$23M+3.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orion Resource Partners LP’s full portfolio or all institutional holders of DC.