SEC 13F Intelligence

Orion Resource Partners LP / STLD

Orion Resource Partners LP’s Steel Dynamics Inc Position

Does Orion Resource Partners LP own Steel Dynamics Inc (STLD)? Yes — 26.4K shares worth $5M (+2.17% of its 13F portfolio) as of Q1 2026, up from 11.7K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
26.4K
% of Portfolio
+2.17%
Quarters Held
4
currently held

Position History STLD

Reported value by quarter
Q3 ’24: $304,861Q3 ’24Q2 ’25: $967,628Q2 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.4K$5M+2.17%
Q4 202511.7K$2M+0.97%
Q2 20257.6K$967,628+0.18%
Q3 20242.4K$304,861+0.04%

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 STLD.