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OR Royalties Inc.

OR Materials
$35.58 +$0.06 (0.17%)
Market Cap: $6.62 B
Gurus Holding
7
Popularity Rank
#1014
% of Shares Held
2.13%
Net Activity (Q2 2026)
+$22.8 M

Guru Ownership Trend

Guru Analysis for OR Royalties Inc. (OR)

OR Royalties Inc. (OR), a key player in the Materials sector, continues to attract institutional attention.

As of Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $141.02 M.

Top institutional holders include Murray Stahl and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $22.8 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 626.2%. Conversely, Manning & Napier Group reduced exposure by 37.7%.

Key Holders

Recent Activity Breakdown (Q2 2026)

+$28.51 M
Total Buy Value
New Buys 0
Additions 3
-$5.71 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for OR Royalties Inc. (OR)

Major holders include Murray Stahl ($60.6 M), Renaissance Technologies (RenTech) ($23.86 M), Cliff Asness ($23.81 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 3.96 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $22.8 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited OR. The total reported sell value was $5.71 M.

Yes, 0 managers opened new positions in OR, and 3 increased their existing holdings. The total reported buy value was $28.51 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.69% Add 9.2% 1,915,799 $60.6 M Q2 2026
0.03% Reduce -3.7% 754,302 $23.86 M Q2 2026
0.01% Add 626.2% 753,794 $23.81 M Q2 2026
0.09% Reduce -37.7% 234,065 $7.41 M Q2 2026
0.01% Add 94.4% 186,443 $5.9 M Q2 2026
0.01% Reduce -9.4% 84,698 $2.68 M Q2 2026
0.01% Reduce -2.0% 34,246 $1.08 M Q2 2026
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