Orion Resource Partners LP Portfolio Holdings by Sector

Orion Resource Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Gold \| Basic Materials SAND EQX DC CDE 4 stocks	$304 Million 76.7% of portfolio	1	2	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials SKE 1 stocks	$81.9 Million 20.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Copper \| Basic Materials HBM ERO FCX 3 stocks	$2.24 Million 0.57% of portfolio	3	-	2	-	0 Calls 0 Puts
Uranium \| Energy UEC UUUU 2 stocks	$2.11 Million 0.53% of portfolio	2	-	1	-	0 Calls 0 Puts
Steel \| Basic Materials STLD ASTL 2 stocks	$1.34 Million 0.34% of portfolio	2	-	2	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials MOS 1 stocks	$1.25 Million 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Chemicals \| Basic Materials MEOH 1 stocks	$940,143 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials FLR 1 stocks	$859,900 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy PDS 1 stocks	$642,181 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Aluminum \| Basic Materials CENX 1 stocks	$615,329 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Other Precious Metals & Mining \| Basic Materials PPTA 1 stocks	$329,905 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts

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