Equinox Partners Investment Management LLC
Net buyer this quarter
$212M
12
+$14.2M
96.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 KOS | $43.6M | 20.54% | 3.49% | Not reported | Q1 2022 |
 GTE | $39.9M | 18.78% | 18.04% | Not reported | Q2 2013 |
 YPF | $32.5M | 15.29% | 0.18% | +52.9% | Q1 2026 |
 BTG | $22.6M | 10.62% | 0.45% | Not reported | Q2 2013 |
 VIST | $21.6M | 10.17% | 0.36% | +12.3% | Q4 2025 |
 GAU | $17.5M | 8.22% | 3.60% | Not reported | Q2 2020 |
 PSLV | $10.4M | 4.89% | 0.09% | +43.2% | Q4 2014 |
 VZLA | $7.39M | 3.48% | 0.64% | Not reported | Q1 2024 |
 ITRG | $5.35M | 2.52% | 1.32% | Not reported | Q3 2020 |
 PDS | $5M | 2.36% | 0.50% | Not reported | Q4 2025 |
 IAUX | $4.76M | 2.24% | 0.65% | Not reported | Q1 2023 |
 NEWP | $1.9M | 0.89% | 0.25% | -93.0% | Q3 2025 |
| Q1 2026 | |||||
| KOS | $57.5M | 23.42% | 4.30% | +6.2% | Q1 2022 |
| GTE | $57.2M | 23.33% | 18.05% | Not reported | Q2 2013 |
| NEWP | $27.8M | 11.32% | 3.90% | +18.5% | Q3 2025 |
| GAU | $23.4M | 9.54% | 3.60% | -32.4% | Q2 2020 |
| VIST | $22.8M | 9.28% | 0.32% | +100.6% | Q4 2025 |
| YPF | $21.6M | 8.80% | 0.12% | New | Q1 2026 |
| PSLV | $9.38M | 3.82% | 0.06% | -57.8% | Q4 2014 |
| VZLA | $7.46M | 3.04% | 0.75% | -35.6% | Q1 2024 |
| ITRG | $6.52M | 2.65% | 1.32% | -59.1% | Q3 2020 |
| PDS | $6.42M | 2.61% | 0.50% | +116.6% | Q4 2025 |
| IAUX | $5.38M | 2.19% | 0.66% | Not reported | Q1 2023 |
| Q4 2025 | |||||
| GAU | $35.2M | 18.38% | 5.33% | -11.9% | Q2 2020 |
| GTE | $27.1M | 14.13% | 18.08% | +25.2% | Q2 2013 |
| ITRG | $23.7M | 12.37% | 3.24% | -6.1% | Q3 2020 |
| PSLV | $21.6M | 11.27% | 0.15% | -38.1% | Q4 2014 |
| NEWP | $19.8M | 10.33% | 3.29% | +100.1% | Q3 2025 |
| VZLA | $19.1M | 10.00% | 1.17% | -41.7% | Q1 2024 |
| KOS | $17.7M | 9.23% | 4.07% | +9.5% | Q1 2022 |
 EGO | $10.7M | 5.58% | 0.15% | -54.4% | Q3 2020 |
| VIST | $7.32M | 3.82% | 0.16% | New | Q4 2025 |
| IAUX | $5.26M | 2.75% | 0.68% | Not reported | Q1 2023 |
| PDS | $2.16M | 1.13% | 0.23% | New | Q4 2025 |
| Q3 2025 | |||||
| GAU | $34.3M | 18.49% | 6.11% | -46.4% | Q2 2020 |
| KOS | $29.5M | 15.93% | 3.72% | -4.8% | Q1 2022 |
| VZLA | $25.9M | 13.97% | 2.01% | Not reported | Q1 2024 |
| PSLV | $23.1M | 12.49% | 0.28% | Not reported | Q4 2014 |
| GTE | $22.2M | 11.97% | 14.44% | Not reported | Q2 2013 |
| EGO | $18.9M | 10.18% | 0.32% | -41.5% | Q3 2020 |
| ITRG | $18.3M | 9.88% | 3.72% | -29.6% | Q3 2020 |
| NEWP | $7.64M | 4.12% | 1.64% | New | Q3 2025 |