Equinox Partners Investment Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Equinox Partners Investment Management LLC disclosed 9 US equity positions worth $175.9m in its Q2 2025 13F filing. The largest position was GAU at 21.2% of the reported book, followed by KOS and GTE. Against the Q1 2025 filing, it opened 1 new position, added to 2 and reduced 2 among the top 9 holdings.
What did Equinox Partners Investment Management LLC own in Q2 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GAU GALIANOGOLDINC | Basic Materials | 21.2% | $37.3m | 29,322,506 | -6% | reduced |
| 2 | KOS KOSMOSENERGYLTD | Energy | 18.3% | $32.1m | 18,671,480 | 2% | added |
| 3 | GTE GRANTIERRAENERGYINC | Energy | 13.8% | $24.3m | 5,097,688 | 37% | added |
| 4 | EGO ELDORADOGOLDCORPNEW | Basic Materials | 12.9% | $22.7m | 1,114,810 | 0% | held |
| 5 | SPROTTPHYSICALSILVERTR | 10.2% | $18.0m | 1,473,000 | 0% | held | |
| 6 | VZLA VIZSLASILVERCORP | 10.1% | $17.7m | 5,991,600 | 0% | held | |
| 7 | ITRG INTEGRARESCORP | 7.7% | $13.5m | 8,918,051 | -9% | reduced | |
| 8 | IAUX I-80GOLDCORP | 3.9% | $6.9m | 11,200,000 | – | new | |
| 9 | NPDEUR OSISKODEVELOPMENTCORP | 2.0% | $3.4m | 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.