Equinox Partners Investment Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Equinox Partners Investment Management Llc disclosed 11 stock positions valued at approximately $212.42M as of quarter-end June 30, 2026. The largest holdings include KOSMOS ENERGY LTD, GRAN TIERRA ENERGY INC, and YPF SOCIEDAD ANONIMA.
- Report Period
- June 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $212.42M
Holdings by Sector
Equinox Partners Investment Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| KOSMOS ENERGY LTD | KOS | Energy | 20.54% | 20,678,033 | - | - | $43,630,650 |
| GRAN TIERRA ENERGY INC | GTE | Energy | 18.78% | 6,381,471 | - | - | $39,884,194 |
| YPF SOCIEDAD ANONIMA | YPF | Energy | 15.29% | 714,200 | +247,200 | +52.93% | $32,474,674 |
| B2GOLD CORP | BTG | Basic Materials | 10.62% | 6,020,795 | +6,020,795 | +100.00% | $22,562,375 |
| VISTA ENERGY S.A.B. DE C.V. | VIST | Energy | 10.17% | 338,667 | +37,000 | +12.27% | $21,606,955 |
| GALIANO GOLD INC | GAU | Basic Materials | 8.22% | 9,357,961 | - | - | $17,468,131 |
| SPROTT ASSET MANAGEMENT LP | PSLV | Other | 4.89% | 550,500 | +166,000 | +43.17% | $10,387,935 |
| VIZSLA SILVER CORP | VZLA | Basic Materials | 3.48% | 2,250,800 | - | - | $7,388,260 |
| INTEGRA RES CORP | ITRG | Basic Materials | 2.52% | 2,411,264 | - | - | $5,350,257 |
| PRECISION DRILLING CORP | PDS | Energy | 2.36% | 65,211 | - | - | $5,003,200 |
| NEW PAC METALS CORP | NEWP | Basic Materials | 0.89% | 470,560 | -6,229,485 | -92.98% | $1,899,280 |
Showing 11 of 11 holdings in the latest reporting period.