Equinox Partners Investment Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$245.4M
Q ending 2026-03-31
Prior quarter
$191.5M
Q ending 2025-12-31
Change
+28.2% QoQ · +40.6% YoY
Positions
11
reported holdings
Largest positions
All 11 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Kosmos Energy Ltd | KOS | Shares | $57.5M | 20.7M |
| Gran Tierra Energy Inc | GTE | Shares | $57.2M | 6.4M |
| New Pac Metals Corp | NEWP | Shares | $27.8M | 6.7M |
| Galiano Gold Inc | GAU | Shares | $23.4M | 9.4M |
| Vista Energy S.A.B. De C.V. | VIST | Shares | $22.8M | 302K |
| Ypf Sociedad Anonima | YPF | Shares | $21.6M | 467K |
| Sprott Asset Management Lp | PSLV | Shares | $9.4M | 385K |
| Vizsla Silver Corp | VZLA | Shares | $7.5M | 2.3M |
| Integra Res Corp | ITRG | Shares | $6.5M | 2.4M |
| Precision Drilling Corp | PDS | Shares | $6.4M | 65K |
| I-80 Gold Corp | IAUX/WS | Shares | $5.4M | 5.6M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.