— Know what they know.
Not Investment Advice
Hedge Fund ← All Institutions

Equinox Partners Investment Management LLC

THREE STAMFORD PLAZA 301 TRESSER BLVD, 13TH FL, STAMFORD, CT 06901 • 203-516-2270

Q3 2025 · Filed 2025-11-13
Market Value
$141M
-2.6%
Holdings
8
+1
New Purchases
1
Added To
0
Closed
1
Reduced
3
Top 10 Concentration
100.0%
Turnover
25.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NEWP 5.41% 0.00% +5.41% $8M
PSLV 16.40% 12.46% +3.94% $23M
ODV 3.90% 2.38% +1.51% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IAUX 0.00% 4.77% -4.77% $0
EGO 13.37% 15.66% -2.30% $19M
GAU 24.28% 25.74% -1.46% $34M
KOS 20.93% 22.19% -1.26% $30M
GTE.TO 15.72% 16.80% -1.08% $22M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Energy 64.1%
Basic Materials 30.3%
Financial Services 5.6%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $23M 16.4%
Mid Cap 1 $19M 13.4%
Small Cap 6 $99M 70.2%

Portfolio Analytics

Avg Market Cap
$3.3B
Median Market Cap
$1.1B
Avg P/E
10.8
Median P/E
10.8
Avg Dividend Yield
0.00%
Avg Beta
1.24
# Stocks
7
# ETFs / Funds
1

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GAU 24.28% 15,707,058 $34M $2.18 -$3M -13,615,448 -46.4%
2 KOS 20.93% 17,780,480 $30M $1.66 -$3M -891,000 -4.8%
3 PSLV 16.40% 1,473,000 $23M $15.70 $5M
4 GTE.TO 15.72% 5,097,688 $22M $4.35 -$2M
5 EGO 13.37% 652,546 $19M $28.89 -$4M -462,264 -41.5%
6 NEWP 5.41% 2,826,669 $8M $2.70 +2,826,669 NEW
7 ODV 3.90% 1,606,335 $5M $3.42 $2M
8 IAUX —% -$7M -11,200,000 -100.0% SOLD

New Positions

SymbolValue% Port
NEWP $8M 5.41%

Sold Out Positions

SymbolValue% Port
IAUX —%
View SEC EDGAR Filings for Equinox Partners Investment Management LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms