Equinox Partners Investment Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Equinox Partners Investment Management LLC disclosed 12 US equity positions worth $212.4m in its Q2 2026 13F filing. The largest position was KOS at 20.5% of the reported book, followed by GTE and YPF. Against the Q1 2026 filing, it opened 1 new position, added to 3 and reduced 1 among the top 12 holdings.
What did Equinox Partners Investment Management LLC own in Q2 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | KOS KOSMOS ENERGY LTD | Energy | 20.5% | $43.6m | 20,678,033 | 0% | held |
| 2 | GTE GRAN TIERRA ENERGY INC | Energy | 18.8% | $39.9m | 6,381,471 | 0% | held |
| 3 | YPF YPF SOCIEDAD ANONIMA | Energy | 15.3% | $32.5m | 714,200 | 53% | added |
| 4 | BTG B2GOLD CORP | Basic Materials | 10.6% | $22.6m | 6,020,795 | – | new |
| 5 | VIST VISTA ENERGY S.A.B. DE C.V. | Energy | 10.2% | $21.6m | 338,667 | 12% | added |
| 6 | GAU GALIANO GOLD INC | Basic Materials | 8.2% | $17.5m | 9,357,961 | 0% | held |
| 7 | SPROTT ASSET MANAGEMENT LP | 4.9% | $10.4m | 550,500 | 43% | added | |
| 8 | VZLA VIZSLA SILVER CORP | 3.5% | $7.4m | 2,250,800 | 0% | held | |
| 9 | ITRG INTEGRA RES CORP | 2.5% | $5.4m | 2,411,264 | 0% | held | |
| 10 | PDS PRECISION DRILLING CORP | Energy | 2.4% | $5.0m | 65,211 | 0% | held |
| 11 | I-80 GOLD CORP | 2.2% | $4.8m | 5,600,000 | 0% | held | |
| 12 | NEWP NEW PAC METALS CORP | 0.9% | $1.9m | 470,560 | -93% | reduced |
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.