Orion Resource Partners LP
Orion Resource Partners LP is a global alternative investment firm headquartered in New York, NY, specializing in metals and materials critical to sustainable economic growth and the energy transition. Founded by Oskar Lewnowski, the firm manages over $8 billion in assets for institutional investors and operates with a team of over 80 professionals across five offices in New York (headquarters), Denver, London, Sydney, and Abu Dhabi. Orion’s investment expertise spans private and public opportunities across the metals and materials value chain, with an emphasis on responsible, sustainability-driven investing. The firm is a signatory to the UN Principles for Responsible Investment (UN PRI) and serves institutions seeking exposure to critical and strategic resources globally.
Investment Strategy
Orion Resource Partners employs a specialized investment approach focusing on metals and materials vital to sustainable economic growth, decarbonization, and the global energy transition. The firm invests across the full liquidity spectrum, including both private and public assets, targeting opportunities driven by long-term trends such as constrained supply, the acceleration of industrial technology, and the critical demand for resources enabling technological and environmental advances. Orion’s strategies span principal investments, lending, royalties, and streaming, with a responsible investment framework that prioritizes proven assets and advanced-stage projects over early exploration. The firm emphasizes operational expertise, risk assessment, and Environmental, Social, and Governance (ESG) principles, seeking to build diversified, sustainable portfolios for institutional partners.
Top Holdings
Equity Positions (24)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SAND | SANDSTORM GOLD LTD | 36.37% | $196.3M | 20,851,771 | $5.40 | $9.40 | +$39.2M |
A AAUC | ALLIED GOLD CORP | 19.20% | $103.6M | 7,714,312 | $13.52 | $13.52 | +$103.6M |
S SKE | SKEENA RES LTD NEW | 15.18% | $81.9M | 5,147,840 | $5.13 | $15.92 | +$4.1M |
E EQX | EQUINOX GOLD CORP | 13.09% | $70.6M | 12,229,378 | $5.21 | $5.75 | -$156.2M |
D DC | DAKOTA GOLD CORP | 6.64% | $35.8M | 9,711,503 | $2.37 | $3.69 | +$10.1M |