Mason Hill Advisors

Equinox Partners Investment Management as of June 30, 2023

Portfolio Holdings for Equinox Partners Investment Management

Equinox Partners Investment Management holds 14 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kosmos Energy (KOS) 32.3 $18M 3.0M 5.99
Agnico Eagle Mines Call Call Option 23.2 $13M 260k 49.98
Ego (EGO) 14.4 $8.0M 796k 10.10
Galiano Gold (GAU) 7.6 $4.3M 7.1M 0.60
E M X Royalty Corpor small blend (EMX) 5.5 $3.1M 1.6M 1.91
Pan American Silver Corp Can (PAAS) 4.6 $2.6M 179k 14.58
Sprott Physical Gold Tr Unit (PHYS) 3.5 $2.0M 132k 14.92
Agnico (AEM) 3.1 $1.8M 35k 49.98
Ero Copper Corp (ERO) 2.5 $1.4M 69k 20.24
Osisko Development Corp Com New (ODV) 1.3 $706k 153k 4.61
B2gold Corp (BTG) 0.9 $528k 148k 3.56
I-80 Gold Corp (IAUX) 0.5 $263k 117k 2.25
Silvercrest Metals 0.5 $256k 44k 5.86
Integra Res Corp (ITRG) 0.1 $72k 65k 1.10