§ 13F · FUND PROFILE
Equinox Partners Investment Management LLC.
AUM · $212M (13F)Positions · 12Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | KOS | KOSMOS ENERGY LTD | 20.68M | $44M | 20.5% | ±0% |
| 2 | GTE | GRAN TIERRA ENERGY INC | 6.38M | $40M | 18.8% | ±0% |
| 3 | YPF | YPF SOCIEDAD ANONIMA | 714K | $32M | 15.3% | +53% |
| 4 | BTG | B2GOLD CORP | 6.02M | $23M | 10.6% | NEW |
| 5 | VIST | VISTA ENERGY S.A.B. DE C.V. | 339K | $22M | 10.2% | +12% |
| 6 | GAU | GALIANO GOLD INC | 9.36M | $17M | 8.2% | ±0% |
| 7 | PSLV | SPROTT ASSET MANAGEMENT LP | 551K | $10M | 4.9% | +43% |
| 8 | VZLA | VIZSLA SILVER CORP | 2.25M | $7M | 3.5% | ±0% |
| 9 | ITRG | INTEGRA RES CORP | 2.41M | $5M | 2.5% | ±0% |
| 10 | PDS | PRECISION DRILLING CORP | 65K | $5M | 2.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EQUINOX SIGNAL
AC read
Equinox Partners Investment Management LLC is a Other fund managing $212 million in assets. The fund runs a focused portfolio of just 12 positions.
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