Equinox Partners Investment Management LLC
Equinox Partners Investment Management LLC reported 12 US-listed holdings worth $212.4 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Kosmos Energy Ltd (20.5%), Gran Tierra Energy Inc. (18.8%) and Ypf Sociedad Anonima (15.3%). Against the quarter before, it opened 1 position, added to 3, trimmed 1 and sold out of 0.
The 12 largest of its 12 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +36.9% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- B2GOLD Corp. BTG$22.6 million
Added to 3
- Ypf Sociedad Anonima YPF+247,200 shares · +53%
- Sprott Physical Silver Trust PSLV+166,000 shares · +43%
- Vista Energy S.a.b. De C.V. VIST+37,000 shares · +12%
Trimmed 1
- New Pac Metals Corp. NEWP-6.2 million shares · -93%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Kosmos Energy Ltd KOS | 20.7M | $43.6 million | 20.54% | no change |
| Gran Tierra Energy Inc. GTE | 6.4M | $39.9 million | 18.78% | no change |
| Ypf Sociedad Anonima YPF | 714.2K | $32.5 million | 15.29% | +247.2K |
| B2GOLD Corp. BTG | 6.0M | $22.6 million | 10.62% | new |
| Vista Energy S.a.b. De C.V. VIST | 338.7K | $21.6 million | 10.17% | +37.0K |
| Galiano Gold Inc. GAU | 9.4M | $17.5 million | 8.22% | no change |
| Sprott Physical Silver Trust PSLV | 550.5K | $10.4 million | 4.89% | +166.0K |
| Vizsla Silver Corp. VZLA | 2.3M | $7.4 million | 3.48% | no change |
| Integra Res Corp. ITRG | 2.4M | $5.4 million | 2.52% | no change |
| Precision Drilling Corp. PDS | 65.2K | $5.0 million | 2.36% | no change |
| I-80 Gold Corp. IAUXWS | 5.6M | $4.8 million | 2.24% | no change |
| New Pac Metals Corp. NEWP | 470.6K | $1.9 million | 0.89% | -6.2M |