Institutional Fund
Equinox Partners Investment Management LLC
Stamford, CTCIK 9385525 filings on record
Portfolio Value
$245.40M
Q1 2026
Holdings
11
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+28.2%
from $191.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Kosmos Energy Ltd23.4%
- Gran Tierra Energy Inc23.3%
- New Pac Metals Corp11.3%
- Galiano Gold Inc9.5%
- Vista Energy S.A.B. De C.V.9.3%
- Ypf Sociedad Anonima8.8%
- Other14.3%
Portfolio Holdings
11 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Kosmos Energy Ltd | 20.68M | $57.48M | 23.4% | +1.21M | Added |
| 2 | Gran Tierra Energy Inc | 6.38M | $57.24M | 23.3% | 0 | Held |
| 3 | New Pac Metals Corp | 6.70M | $27.78M | 11.3% | +1.04M | Added |
| 4 | Galiano Gold Inc | 9.36M | $23.40M | 9.5% | −4.48M | Reduced |
| 5 | Vista Energy S.A.B. De C.V. | 301.7K | $22.77M | 9.3% | +151.3K | Added |
| 6 | Ypf Sociedad Anonima | 467.0K | $21.58M | 8.8% | +467.0K | New |
| 7 | Sprott Asset Management LP | 384.5K | $9.38M | 3.8% | −527.6K | Reduced |
| 8 | Vizsla Silver Corp | 2.25M | $7.46M | 3.0% | −1.24M | Reduced |
| 9 | Integra Res Corp | 2.41M | $6.52M | 2.7% | −3.48M | Reduced |
| 10 | Precision Drilling Corp | 65.2K | $6.42M | 2.6% | +35.1K | Added |
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