Equinox Partners Investment Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| KOSMOS ENERGY LTD(KOS) | 19,469,980 | 20,678,033 | +1,208,053 | 17,667,060 | 57,484,932 | 23.42% | +39,817,872 |
| GRAN TIERRA ENERGY INC | 6,381,471 | 6,381,471 | 0 | 27,057,437 | 57,241,795 | 23.33% | +30,184,358 |
| YPF SOCIEDAD ANONIMA(YPF) | 0 | 467,000 | +467,000 | 0 | 21,584,740 | 8.80% | +21,584,740 |
| VISTA ENERGY S.A.B. DE C.V.(VIST) | 150,367 | 301,667 | +151,300 | 7,316,858 | 22,766,808 | 9.28% | +15,449,950 |
| NEW PAC METALS CORP | 5,656,045 | 6,700,045 | +1,044,000 | 19,780,773 | 27,780,544 | 11.32% | +7,999,771 |
| PRECISION DRILLING CORP(PDS) | 30,111 | 65,211 | +35,100 | 2,160,760 | 6,415,220 | 2.61% | +4,254,460 |
| I-80 GOLD CORP(IAUX) | 5,600,000 | 5,600,000 | 0 | 5,263,440 | 5,375,440 | 2.19% | +112,000 |
| OSISKO DEVELOPMENT CORP | 573,739 | 0 | -573,739 | 1,943,822 | 0 | — | -1,943,822 |
| ELDORADO GOLD CORP NEW(EGO) | 297,546 | 0 | -297,546 | 10,687,852 | 0 | — | -10,687,852 |
| VIZSLA SILVER CORP(VZLA) | 3,494,700 | 2,250,800 | -1,243,900 | 19,147,713 | 7,456,329 | 3.04% | -11,691,384 |
| GALIANO GOLD INC | 13,840,778 | 9,357,961 | -4,482,817 | 35,194,524 | 23,401,715 | 9.54% | -11,792,809 |
| SPROTT ASSET MANAGEMENT LP(PSLV) | 912,100 | 384,500 | -527,600 | 21,571,165 | 9,377,955 | 3.82% | -12,193,210 |
| INTEGRA RES CORP | 5,891,437 | 2,411,264 | -3,480,173 | 23,694,606 | 6,515,081 | 2.65% | -17,179,525 |