Holders — by stockHoldings — by fund
Equinox Partners Investment Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000938552
$212.4M
disclosed book value
12
positions
20.5%
largest position share
Positions, as of 2026-06-30
top 12 of 12 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | KOSKOSMOS ENERGY LTD | 20.7M | $43.6M | 20.5% |
| 2 | GTEGRAN TIERRA ENERGY INC | 6.4M | $39.9M | 18.8% |
| 3 | YPFYPF SOCIEDAD ANONIMA | 714,200 | $32.5M | 15.3% |
| 4 | BTGB2GOLD CORP | 6.0M | $22.6M | 10.6% |
| 5 | VISTVISTA ENERGY S.A.B. DE C.V. | 338,667 | $21.6M | 10.2% |
| 6 | GAUGALIANO GOLD INC | 9.4M | $17.5M | 8.2% |
| 7 | PSLVSPROTT ASSET MANAGEMENT LP | 550,500 | $10.4M | 4.9% |
| 8 | VZLAVIZSLA SILVER CORP | 2.3M | $7.4M | 3.5% |
| 9 | ITRGINTEGRA RES CORP | 2.4M | $5.4M | 2.5% |
| 10 | PDSPRECISION DRILLING CORP | 65,211 | $5.0M | 2.4% |
| 11 | IAUX/WSI-80 GOLD CORP | 5.6M | $4.8M | 2.2% |
| 12 | NEWPNEW PAC METALS CORP | 470,560 | $1.9M | 0.9% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.