Equinox Partners Investment Management LLC
Top Portfolio Positions
10 positions ·
$240,110,048 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| KOS |
Kosmos Energy Ltd.
Energy
|
20,678,033 | $57,484,931 | 23.94% |
| GTE |
Gran Tierra Energy Inc.
Energy
|
6,381,471 | $57,241,794 | 23.84% |
| NEWP |
New Pacific Metals Corp
Basic Materials
|
6,700,045 | $27,738,186 | 11.55% |
| GAU |
Galiano Gold Inc.
Basic Materials
|
9,357,961 | $23,488,482 | 9.78% |
| VIST |
Vista Energy, S.A.B. de C.V.
Energy
|
301,667 | $22,766,808 | 9.48% |
| YPF |
Ypf Sociedad Anonima
Energy
|
467,000 | $21,584,740 | 8.99% |
| PSLV |
Sprott Physical Silver Trust
|
384,500 | $9,377,955 | 3.91% |
| VZLA |
Vizsla Silver Corp.
Basic Materials
|
2,250,800 | $7,427,640 | 3.09% |
| ITRG |
Integra Resources Corp.
Basic Materials
|
2,411,264 | $6,582,750 | 2.74% |
| PDS |
PRECISION DRILLING Corp
Energy
|
65,211 | $6,416,762 | 2.67% |
Portfolio Trend
Holdings in KOS
Shares Held
Position Value (USD)
17 of 17 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,484,931 | 20,678,033 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $17,717,681 | 19,469,980 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $29,515,596 | 17,780,480 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $32,114,945 | 18,671,480 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $41,932,118 | 18,391,280 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $39,062,880 | 11,421,895 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $33,060,109 | 8,203,501 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $35,121,023 | 6,339,535 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $31,175,740 | 5,230,829 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $42,072,491 | 6,270,118 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $52,698,586 | 6,442,370 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $18,065,067 | 3,015,871 | Shares | Sole | 2023-10-26 | |
| 2023-03-31 | $34,174,799 | 4,593,387 | Shares | Sole | 2023-10-26 | |
| 2022-12-31 | $26,185,608 | 4,117,234 | Shares | Sole | 2023-10-26 | |
| 2022-09-30 | $15,122,994 | 2,925,144 | Shares | Sole | 2023-10-26 | |
| 2022-06-30 | $9,230,528 | 1,491,200 | Shares | Sole | 2023-10-26 | |
| 2022-03-31 | $8,028,354 | 1,116,600 | Shares | Sole | 2023-10-26 | |
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