Equinox Partners Investment Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Equinox Partners Investment Management LLC reported 11 stock positions worth $207.7 million. Its top holding was Kosmos Energy (KOS) at 21.0% of the portfolio, followed by Gran Tierra Energy (GTE, 19.2%) and YPF S.A.-Sponsored ADR (YPF, 15.6%). Compared with Q1 2026, it opened 1 new position, added to 3 and reduced 1. The biggest buy was a new position in B2GOLD (BTG) and the biggest sale New Pacific Metals (NEWP, shares −93%).

Most Recent 13F
Q2 2026
Location
STAMFORD, CT
CIK
0000938552
Portfolio Value
$207.7M (Q2 2026)
SEC Filing
0000938552-26-000003 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $123.1M Q1 2024 Q2 2024: $155.3M Q2 2024 Q3 2024: $145.6M Q3 2024 Q4 2024: $147.0M Q4 2024 Q1 2025: $162.6M Q1 2025 Q2 2025: $175.9M Q2 2025 Q3 2025: $185.2M Q3 2025 Q4 2025: $186.2M Q4 2025 Q1 2026: $240.0M Q1 2026 Q2 2026: $207.7M $207.7M Q2 2026

Holdings 11 stocks · $207.7M
KOS Kosmos Energy Ltd. 21.01% 20,678,033 $43.6M No change
GTE Gran Tierra Energy Inc. 19.21% 6,381,471 $39.9M No change
YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA 15.64% 714,200 $32.5M Add +52.9%
BTG B2GOLD Corp. 10.87% 6,020,795 $22.6M New
VIST Vista Energy Sab DE CV 10.41% 338,667 $21.6M Add +12.3%
GAU Galiano Gold Inc. 8.41% 9,357,961 $17.5M No change
PSLV Sprott Physical Silver Trust 5.00% 550,500 $10.4M Add +43.2%
VZLA Vizsla Silver Corp. 3.56% 2,250,800 $7.4M No change
ITRG Integra Resources Corp. 2.58% 2,411,264 $5.4M No change
PDS Precision Drilling Corp. 2.41% 65,211 $5.0M No change
NEWP New Pacific Metals Corp. 0.91% 470,560 $1.9M Reduce -93.0%
Other holdings (1): bonds, preferreds, convertibles and warrants · $4.8M (not counted above)
SecurityClassShares / PrincipalValueChange
IAUX.WS I-80 Gold Corp. -26 *W EXP 11/16/202 5,600,000$4.8MNo change

Total filed on the 13F, all lines: $212.4M.

Portfolio Sells Q1 2026 → Q2 2026
NEWP New Pacific Metals Corp. Reduce -93.0% 0.91% −10.66

Portfolio Buys Q1 2026 → Q2 2026
BTG B2GOLD Corp. New 10.87% +10.87
YPF YPF S.A.-Sponsored ADR Add +52.9% 15.64% +6.65
PSLV Sprott Physical Silver Trust Add +43.2% 5.00% +1.10
VIST Vista Energy Sab DE CV Add +12.3% 10.41% +0.92

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 11$207.7MKOS, GTE, YPF, BTG, VIST
Q1 2026 10$240.0MKOS, GTE, NEWP, GAU, VIST
Q4 2025 11$186.2MGAU, GTE, ITRG, PSLV, NEWP
Q3 2025 9$185.2MGAU, KOS, VZLA, PSLV, GTE
Q2 2025 9$175.9MGAU, KOS, GTE, EGO, PSLV
Q1 2025 8$162.6MKOS, GAU, EGO, GTE, PSLV
Q4 2024 9$147.0MGAU, KOS, GTE, EGO, VZLA
Q3 2024 9$145.6MGAU, KOS, EGO, GTE, VZLA
Q2 2024 9$155.3MGAU, KOS, BTG, EGO, VZLA
Q1 2024 8$123.1MGAU, KOS, BTG, EGO, VZLA