Equinox Partners Investment Management LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), Equinox Partners Investment Management LLC reported 9 stock positions worth $145.6 million. Its top holding was Galiano Gold (GAU) at 32.2% of the portfolio, followed by Kosmos Energy (KOS, 22.7%) and Eldorado Gold (EGO, 11.8%). Compared with Q2 2024, it added to 4 and reduced 3. The biggest buy was Eldorado Gold (EGO, shares +32%) and the biggest sale Galiano Gold (GAU, shares −9%).

Most Recent 13F
Q2 2026
Location
STAMFORD, CT
CIK
0000938552
Portfolio Value
$145.6M (Q3 2024)
SEC Filing
0000938552-24-000010 ↗ filed Oct 18, 2024

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 $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 Q2 2026

Holdings 9 stocks · $145.6M
GAU Galiano Gold Inc. 32.23% 32,880,763 $46.9M Reduce -9.2%
KOS Kosmos Energy Ltd. 22.71% 8,203,501 $33.1M Add +29.4%
EGO Eldorado Gold Corp. 11.80% 989,376 $17.2M Add +32.0%
GTE Gran Tierra Energy Inc. 8.92% 2,071,626 $13.0M Add +159.0%
VZLA Vizsla Silver Corp. 7.88% 5,991,600 $11.5M Add +11.5%
BTG B2GOLD Corp. 6.34% 2,986,986 $9.2M Reduce -50.5%
ITRG Integra Resources Corp. 5.90% 8,803,463 $8.6M Reduce -0.1%
OSISKO DEVELOPMENT CORP 2.37% 1,606,335 $3.4M No change
PHYS Sprott Physical Gold Trust 1.84% 131,673 $2.7M No change

Portfolio Sells Q2 2024 → Q3 2024
GAU Galiano Gold Inc. Reduce -9.2% 32.23% −7.84
BTG B2GOLD Corp. Reduce -50.5% 6.34% −4.08
ITRG Integra Resources Corp. Reduce -0.1% 5.90% +0.71

Portfolio Buys Q2 2024 → Q3 2024
EGO Eldorado Gold Corp. Add +32.0% 11.80% +4.67
GTE Gran Tierra Energy Inc. Add +159.0% 8.92% +3.94
VZLA Vizsla Silver Corp. Add +11.5% 7.88% +1.76
KOS Kosmos Energy Ltd. Add +29.4% 22.71% +0.09

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