Equinox Partners Investment Management LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 15, 2024), Equinox Partners Investment Management LLC reported 8 stock positions worth $123.1 million. Its top holding was Galiano Gold (GAU) at 40.9% of the portfolio, followed by Kosmos Energy (KOS, 25.3%) and B2GOLD (BTG, 9.8%). Compared with Q4 2023, it opened 1 new position, sold out of 4, added to 2 and reduced 4. The biggest buy was Galiano Gold (GAU, shares +2%) and the biggest sale an exit from I-80 Gold (IAUX).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0000938552
- Portfolio Value
- $123.1M (Q1 2024)
- SEC Filing
- 0000938552-24-000008 ↗ filed Apr 15, 2024
Holdings Value
Holdings 8 stocks · $123.1M
| GAU Galiano Gold Inc. | 40.86% | 36,225,936 | $50.3M | Add +1.9% |
| KOS Kosmos Energy Ltd. | 25.32% | 5,230,829 | $31.2M | Reduce -16.6% |
| BTG B2GOLD Corp. | 9.76% | 4,582,986 | $12.0M | Reduce -22.5% |
| EGO Eldorado Gold Corp. | 9.71% | 849,976 | $12.0M | Reduce -26.2% |
| VZLA Vizsla Silver Corp. | 5.70% | 5,372,000 | $7.0M | New |
| ITRG Integra Resources Corp. | 4.01% | 6,957,866 | $4.9M | Reduce -1.4% |
| OSISKO DEVELOPMENT CORP | 2.78% | 1,606,335 | $3.4M | Add +9.1% |
| PHYS Sprott Physical Gold Trust | 1.85% | 131,673 | $2.3M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| IAUX I-80 Gold Corp. | Sold out | 0.00% | −9.82 |
| KOS Kosmos Energy Ltd. | Reduce -16.6% | 25.32% | −5.01 |
| BTG B2GOLD Corp. | Reduce -22.5% | 9.76% | −3.73 |
| ITRG Integra Resources Corp. | Reduce -1.4% | 4.01% | −1.33 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −1.17 |
| EGO Eldorado Gold Corp. | Reduce -26.2% | 9.71% | −1.05 |
| EMX Emx Royalty Corp. | Sold out | 0.00% | −0.45 |
| ERO Ero Copper Corp. | Sold out | 0.00% | −0.42 |
Portfolio Buys Q4 2023 → Q1 2024
| GAU Galiano Gold Inc. | Add +1.9% | 40.86% | +17.24 |
| VZLA Vizsla Silver Corp. | New | 5.70% | +5.70 |
| OSISKO DEVELOPMENT CORP | Add +9.1% | 2.78% | −0.30 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $207.7M | KOS, GTE, YPF, BTG, VIST |
| Q1 2026 | 10 | $240.0M | KOS, GTE, NEWP, GAU, VIST |
| Q4 2025 | 11 | $186.2M | GAU, GTE, ITRG, PSLV, NEWP |
| Q3 2025 | 9 | $185.2M | GAU, KOS, VZLA, PSLV, GTE |
| Q2 2025 | 9 | $175.9M | GAU, KOS, GTE, EGO, PSLV |
| Q1 2025 | 8 | $162.6M | KOS, GAU, EGO, GTE, PSLV |
| Q4 2024 | 9 | $147.0M | GAU, KOS, GTE, EGO, VZLA |
| Q3 2024 | 9 | $145.6M | GAU, KOS, EGO, GTE, VZLA |
| Q2 2024 | 9 | $155.3M | GAU, KOS, BTG, EGO, VZLA |
| Q1 2024 | 8 | $123.1M | GAU, KOS, BTG, EGO, VZLA |