
What smart money is saying about OR Royalties
1 fund in our archive has pitched OR Royalties — most recently Bristolgate Canadian Equity Strategy in September 2026.
OR Royalties Inc. acquires and manages precious metal and other royalties, streams, and other interests in Canada and internationally. It also owns options on offtake; royalty/stream financings; and exclusive rights to participate in future royalty/stream financings on various projects. The company's primary asset is a 3-5% net smelter return royalty on the Canadian Malartic complex located in Canada. In addition, it is involved in the exploration, evaluation, and development of mining properties. It primarily explores precious metals, including gold, silver, copper, diamond, and others. The company was formerly known as Osisko Gold Royalties Ltd and changed its name to OR Royalties Inc. in May 2025. OR Royalties Inc. was founded in 2014 and is headquartered in Montreal, Canada.
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Position history
Every position in OR Royalties on record in the archive was reported in Q3 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 1 |
Fund activity · 1 position · 1 move
- New positionBristolgate Canadian Equity StrategySeptember 2026
“Portfolio Activity We made two changes to the portfolio during the quarter. Early in the quarter we sold Pet Valu Holdings and purchased OR Royalties.”
OR Royalties
Fund coverage · 1 thesis
- Bristolgate Canadian Equity StrategySeptember 2026
OR Royalties offers a cash-generative, capital-light precious-metals royalty model with strong margins, low debt, and long-term dividend compounding potential.
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