🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

OR Royalties Inc.

OR Materials
$35.6 +$0.03 (0.08%)
Market Cap: $6.67 B
Gurus Holding
7
Popularity Rank
#1160
% of Shares Held
1.73%
Net Activity (Q1 2026)
+$21.74 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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $115.4 M.

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

Institutional sentiment is currently Bullish. This is evidenced by a $21.74 M net inflow during the quarter.

Recent activity highlights Cliff Asness who opened a new position. Conversely, Mario Gabelli reduced exposure by 13.1%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$24.79 M
Total Buy Value
New Buys 3
Additions 1
-$3.05 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for OR Royalties Inc. (OR)

Major holders include Murray Stahl ($66.69 M), Renaissance Technologies (RenTech) ($29.78 M), Manning & Napier Group ($14.27 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 3.24 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $21.74 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited OR. The total reported sell value was $3.05 M.

Yes, 3 managers opened new positions in OR, and 1 increased their existing holdings. The total reported buy value was $24.79 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.72% Reduce -3.4% 1,754,144 $66.69 M Q1 2026
0.05% Add 86.2% 783,302 $29.78 M Q1 2026
0.20% Reduce -3.6% 375,846 $14.27 M Q1 2026
0.00% New Buy 103,797 $3.8 M Q1 2026
0.00% New Buy 95,904 $3.65 M Q1 2026
0.02% New Buy 93,525 $3.56 M Q1 2026
0.01% Reduce -13.1% 34,927 $1.33 M Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form