Equinox Partners Investment Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Equinox Partners Investment Management LLC disclosed 11 US equity positions worth $245.4m in its Q1 2026 13F filing. The largest position was KOS at 23.4% of the reported book, followed by GTE and NEWP.
What did Equinox Partners Investment Management LLC own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | KOS KOSMOS ENERGY LTD | Energy | 23.4% | $57.5m | 20,678,033 | – | |
| 2 | GTE GRAN TIERRA ENERGY INC | Energy | 23.3% | $57.2m | 6,381,471 | – | |
| 3 | NEWP NEW PAC METALS CORP | 11.3% | $27.8m | 6,700,045 | – | ||
| 4 | GAU GALIANO GOLD INC | Basic Materials | 9.5% | $23.4m | 9,357,961 | – | |
| 5 | VIST VISTA ENERGY S.A.B. DE C.V. | Energy | 9.3% | $22.8m | 301,667 | – | |
| 6 | YPF YPF SOCIEDAD ANONIMA | Energy | 8.8% | $21.6m | 467,000 | – | |
| 7 | SPROTT ASSET MANAGEMENT LP | 3.8% | $9.4m | 384,500 | – | ||
| 8 | VZLA VIZSLA SILVER CORP | 3.0% | $7.5m | 2,250,800 | – | ||
| 9 | ITRG INTEGRA RES CORP | 2.7% | $6.5m | 2,411,264 | – | ||
| 10 | PDS PRECISION DRILLING CORP | Energy | 2.6% | $6.4m | 65,211 | – | |
| 11 | I-80 GOLD CORP | 2.2% | $5.4m | 5,600,000 | – |
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.