Equinox Partners Investment Management LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Equinox Partners Investment Management LLC disclosed 8 US equity positions worth $162.6m in its Q1 2025 13F filing. The largest position was KOS at 25.8% of the reported book, followed by GAU and EGO. Against the Q4 2024 filing, it opened 0 new positions, added to 5 and reduced 1 among the top 8 holdings.
What did Equinox Partners Investment Management LLC own in Q1 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | KOS KOSMOS ENERGY LTD | Energy | 25.8% | $41.9m | 18,391,280 | 61% | added |
| 2 | GAU GALIANO GOLD INC | Basic Materials | 23.5% | $38.2m | 31,082,506 | -5% | reduced |
| 3 | EGO ELDORADO GOLD CORP NEW | Basic Materials | 11.5% | $18.8m | 1,114,810 | 17% | added |
| 4 | GTE GRAN TIERRA ENERGY INC | Energy | 11.3% | $18.3m | 3,716,114 | 10% | added |
| 5 | SPROTT PHYSICAL SILVER TR | 10.5% | $17.1m | 1,473,000 | 174% | added | |
| 6 | VZLA VIZSLA SILVER CORP | 8.4% | $13.7m | 5,991,600 | 0% | held | |
| 7 | ITRG INTEGRA RES CORP | 7.5% | $12.2m | 9,825,138 | 7% | added | |
| 8 | NPDEUR OSISKO DEVELOPMENT CORP | 1.5% | $2.4m | 1,606,335 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.