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 | Open |
|---|---|---|---|---|---|
| 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
Financial Services
|
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
25 quarters · across all stocks
Holdings in ODV
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,002,349 | 573,739 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,445,475 | 1,606,335 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,437,556 | 1,606,335 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,393,439 | 1,606,335 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,618,326 | 1,606,335 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,421,493 | 1,606,335 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,987,783 | 1,606,335 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,421,493 | 1,606,335 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,283,330 | 1,471,935 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,032,063 | 1,371,450 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $6,294,955 | 1,371,450 | Shares | Sole | 2023-10-26 | |
| 2023-03-31 | $6,720,105 | 1,371,450 | Shares | Sole | 2023-10-26 | |
| No 13F history on record for this holder in this stock. | ||||||