Equinox Partners Investment Management LLC

CIK 0000938552 · Q2 2026

13F Equity AUM

$212.4M

-13.4% QoQ

Positions

+1 QoQ

AUM Rank

#7,865

Top 63%

Skill Alpha (FF)

-8.5%/yr^ns

No Clear Edge

Rank #7,881 · Top 96%

vs S&P -1.8%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 75.4%Top 10: 96.9%Top 20: 100.0%

KOS20.5%

GTE18.8%

YPF15.3%

BTO10.6%

VIST10.2%

GAU8.2%

PSLV/U4.9%

VZLA3.5%

ITR2.5%

PDS2.4%

Others (2)3.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Energy67.1%

Basic Materials22.3%

Unclassified5.7%

Financials4.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 12Median: 6.56%Avg: 8.33%

0–0.5%

0(0.0%)

0.5–1%

1(0.9%)

1–3%

3(7.1%)

3–5%

2(8.4%)

5%+

6(83.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 12vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New1Increased3Decreased1Exited0

New Positions

BTO10.6%

+6.0M

Increased

YPF15.3%

+247K(+53%)

PSLV/U4.9%

+166K(+43%)

VIST10.2%

+37K(+12%)

Decreased

NUAG0.9%

-6,229,485(-93%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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