Equinox Partners Investment Management LLC 13F Holdings · Q2 2026
Equinox Partners Investment Management LLC reported 12 securities worth $212.42M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: KOS (20.54%), GTE (18.78%), YPF (15.29%). Among its top 25 positions this quarter: 1 new, 3 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KOS | KOSMOS ENERGY LTD | $43.6M | 20.54% | 20.7M | Hold |
| 2 | GTE | GRAN TIERRA ENERGY INC | $39.9M | 18.78% | 6.4M | Hold |
| 3 | YPF | YPF SOCIEDAD ANONIMA | $32.5M | 15.29% | 714,200 | Added |
| 4 | BTG | B2GOLD CORP | $22.6M | 10.62% | 6.0M | New |
| 5 | VIST | VISTA ENERGY S.A.B. DE C.V. | $21.6M | 10.17% | 338,667 | Added |
| 6 | GAU | GALIANO GOLD INC | $17.5M | 8.22% | 9.4M | Hold |
| 7 | PSLV | SPROTT ASSET MANAGEMENT LP | $10.4M | 4.89% | 550,500 | Added |
| 8 | VZLA | VIZSLA SILVER CORP | $7.4M | 3.48% | 2.3M | Hold |
| 9 | ITRG | INTEGRA RES CORP | $5.4M | 2.52% | 2.4M | Hold |
| 10 | PDS | PRECISION DRILLING CORP | $5.0M | 2.36% | 65,211 | Hold |
| 11 | IAUXWS | I-80 GOLD CORP | $4.8M | 2.24% | 5.6M | Hold |
| 12 | NEWP | NEW PAC METALS CORP | $1.9M | 0.89% | 470,560 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR