Equinox Partners Investment Management LLC — 13F holdings

Equinox Partners Investment Management LLC reported 12 holdings worth $212M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. KOS KOSMOS ENERGY LTD — $43.6M (20.5%)
  2. GTE GRAN TIERRA ENERGY INC — $39.9M (18.8%)
  3. YPF YPF SOCIEDAD ANONIMA — $32.5M (15.3%)
  4. BTG B2GOLD CORP — $22.6M (10.6%)
  5. VIST VISTA ENERGY S.A.B. DE C.V. — $21.6M (10.2%)
  6. GAU GALIANO GOLD INC — $17.5M (8.2%)
  7. PSLV SPROTT ASSET MANAGEMENT LP — $10.4M (4.9%)
  8. VZLA VIZSLA SILVER CORP — $7.39M (3.5%)
  9. ITRG INTEGRA RES CORP — $5.35M (2.5%)
  10. PDS PRECISION DRILLING CORP — $5.00M (2.4%)