Equinox Partners Investment Management LLC 13F holdings
Equinox Partners Investment Management LLC reported 12 positions with a total reported value of $212.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: KOS KOSMOS ENERGY LTD (20.5%), GTE GRAN TIERRA ENERGY INC (18.8%), YPF YPF SOCIEDAD ANONIMA (15.3%), BTG B2GOLD CORP (10.6%), VIST VISTA ENERGY S.A.B. DE C.V. (10.2%). Against 2026-03-31 it opened 1 new position and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
12 largest of 12 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| KOS KOSMOS ENERGY LTD | 20,678,033 | $43.6M | 20.5% |
| GTE GRAN TIERRA ENERGY INC | 6,381,471 | $39.9M | 18.8% |
| YPF YPF SOCIEDAD ANONIMA | 714,200 | $32.5M | 15.3% |
| BTG B2GOLD CORP | 6,020,795 | $22.6M | 10.6% |
| VIST VISTA ENERGY S.A.B. DE C.V. | 338,667 | $21.6M | 10.2% |
| GAU GALIANO GOLD INC | 9,357,961 | $17.5M | 8.2% |
| SPROTT ASSET MANAGEMENT LP | 550,500 | $10.4M | 4.9% |
| VZLA VIZSLA SILVER CORP | 2,250,800 | $7.4M | 3.5% |
| ITRG INTEGRA RES CORP | 2,411,264 | $5.4M | 2.5% |
| PDS PRECISION DRILLING CORP | 65,211 | $5.0M | 2.4% |
| IAUX I-80 GOLD CORP | 5,600,000 | $4.8M | 2.2% |
| NEW PAC METALS CORP | 470,560 | $1.9M | 0.9% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| BTG B2GOLD CORP | 6,020,795 | $22.6M | 10.6% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| YPF YPF SOCIEDAD ANONIMA | 467,000 | 714,200 | +52.9% | $32.5M |
| SPROTT ASSET MANAGEMENT LP | 384,500 | 550,500 | +43.2% | $10.4M |
| VIST VISTA ENERGY S.A.B. DE C.V. | 301,667 | 338,667 | +12.3% | $21.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NEW PAC METALS CORP | 6,700,045 | 470,560 | -93.0% | $1.9M |
CIK 938552 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
