Equinox Partners Investment Management Llc Portfolio Stock Holdings

Equinox Partners Investment Management Llc disclosed 11 stock positions valued at approximately $245.4 million in its latest SEC 13F filing. The largest holdings include KOSMOS ENERGY LTD, GRAN TIERRA ENERGY INC, and NEW PAC METALS CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.

Report Period
March 31, 2026
No. of Stocks
11
Portfolio Value
$245.4M
Holdings by Sector
Equinox Partners Investment Management Llc Portfolio Holdings in Q1 2026

10 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
KOSMOS ENERGY LTDKOSEnergy23.42%20,678,033+1,208,053+6.20%$57,484,932
GRAN TIERRA ENERGY INCGTEEnergy23.33%6,381,471--$57,241,795
NEW PAC METALS CORPNEWPBasic Materials11.32%6,700,045+1,044,000+18.46%$27,780,544
GALIANO GOLD INCGAUBasic Materials9.54%9,357,961-4,482,817-32.39%$23,401,715
VISTA ENERGY S.A.B. DE C.V.VISTEnergy9.28%301,667+151,300+100.62%$22,766,808
YPF SOCIEDAD ANONIMAYPFEnergy8.80%467,000+467,000+100.00%$21,584,740
SPROTT ASSET MANAGEMENT LPPSLVOther3.82%384,500-527,600-57.84%$9,377,955
VIZSLA SILVER CORPVZLABasic Materials3.04%2,250,800-1,243,900-35.59%$7,456,329
INTEGRA RES CORPITRGBasic Materials2.65%2,411,264-3,480,173-59.07%$6,515,081
PRECISION DRILLING CORPPDSEnergy2.61%65,211+35,100+116.57%$6,415,220