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Latest MASON HILL ADVISORS LLC Stock Portfolio

$245Million | No. of Holdings #11

MASON HILL ADVISORS LLC Performance

2026 Q1+30.82%
YTD+30.82%
2025+30.53%

About MASON HILL ADVISORS LLC and 13F Hedge Fund Stock Holdings

Equinox Partners Investment Management LLC is a hedge fund based in Stamford, CT. On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Equinox Partners Investment Management LLC reported an equity portfolio of $245.4 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Equinox Partners Investment Management LLC are KOS, GTE, NEWP. The fund has invested 23.4% of it's portfolio in KOSMOS ENERGY LTD and 23.3% of portfolio in GRAN TIERRA ENERGY INC. <br><br> The fund managers got completely rid off ELDORADO GOLD CORP NEW (EGO) and OSISKO DEVELOPMENT CORP (ODV) stocks. They significantly reduced their stock positions in INTEGRA RES CORP (ITRG), SPROTT ASSET MANAGEMENT LP (PSLV) and VIZSLA SILVER CORP (VZLA). Equinox Partners Investment Management LLC opened new stock positions in YPF SOCIEDAD ANONIMA (YPF). The fund showed a lot of confidence in some stocks as they added substantially to PRECISION DRILLING CORP (PDS), VISTA ENERGY S.A.B. DE C.V. (VIST) and NEW PAC METALS CORP (NEWP).
MASON HILL ADVISORS LLC Equity Portfolio Value
Last Reported on: 24 Apr, 2026
$245Million
  as of Apr 24, 2026

MASON HILL ADVISORS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Equinox Partners Investment Management LLC made a return of 30.82% in the last quarter. In trailing 12 months, it's portfolio return was 85.98%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ypf sociedad anonima21,584,700
New stocks bought by MASON HILL ADVISORS LLC

Additions

Ticker% Inc.
precision drilling corp116
vista energy s.a.b. de c.v.100
new pac metals corp18.46
kosmos energy ltd6.2
Additions to existing portfolio by MASON HILL ADVISORS LLC

Reductions

Ticker% Reduced
integra res corp-59.07
sprott asset management lp-57.84
vizsla silver corp-35.59
galiano gold inc-32.39
MASON HILL ADVISORS LLC reduced stake in above stock

Sold off

Ticker$ Sold
osisko development corp-1,943,820
eldorado gold corp new-10,687,900
MASON HILL ADVISORS LLC got rid off the above stocks

Sector Distribution

Equinox Partners Investment Management LLC has about 53.2% of it's holdings in Others sector.

  • Others
  • Energy
Sector%
Others53.2
Energy46.8

Market Cap. Distribution

Equinox Partners Investment Management LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • SMALL-CAP
  • MICRO-CAP
Category%
UNALLOCATED53.2
SMALL-CAP23.4
MICRO-CAP23.3

Stocks belong to which Index?

About 25.6% of the stocks held by Equinox Partners Investment Management LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
Index%
Others74.4
RUSSELL 200025.6
Top 5 Winners (%)%
KOS
kosmos energy ltd
188.9 %
GTE
gran tierra energy inc
111.6 %
VIST
vista energy s.a.b. de c.v.
36.3 %
PDS
precision drilling corp
24.6 %
NEWP
new pac metals corp
16.9 %
Top 5 Winners ($)$
KOS
kosmos energy ltd
37.6 M
GTE
gran tierra energy inc
30.2 M
VIST
vista energy s.a.b. de c.v.
6.1 M
NEWP
new pac metals corp
4.0 M
PDS
precision drilling corp
1.3 M
Top 5 Losers (%)%
VZLA
vizsla silver corp
-32.5 %
ITRG
integra res corp
-23.1 %
GAU
galiano gold inc
-1.4 %
Top 5 Losers ($)$
VZLA
vizsla silver corp
-6.2 M
ITRG
integra res corp
-5.5 M
GAU
galiano gold inc
-0.5 M

MASON HILL ADVISORS LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MASON HILL ADVISORS LLC

Equinox Partners Investment Management LLC has 11 stocks in it's portfolio. VZLA proved to be the most loss making stock for the portfolio. KOS was the most profitable stock for Equinox Partners Investment Management LLC last quarter.

$245.40MTotal Value
13.00Positions
24 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of MASON HILL ADVISORS LLC, last reported on 24 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
EGO
Eldorado Gold Corp New

Eldorado Gold Corp New

EGO
MASON HILL ADVISORS LLC's holding in Eldorado Gold Corp New over time
0%0.00
$0.00
0%
decreased 100 percentsold off
GAU
Galiano Gold Inc

Galiano Gold Inc

GAU
MASON HILL ADVISORS LLC's holding in Galiano Gold Inc over time
9.54%9,357,960
$23.40M
9.54%
decreased 32.39 percentreduced
IAUX
I-80 Gold Corp

I-80 Gold Corp

IAUX
MASON HILL ADVISORS LLC's holding in I-80 Gold Corp over time
2.19%5,600,000
$5.38M
2.19%
unchanged 0 percentunchanged
ITRG
Integra Res Corp

Integra Res Corp

ITRG
MASON HILL ADVISORS LLC's holding in Integra Res Corp over time
2.65%2,411,260
$6.52M
2.65%
decreased 59.07 percentreduced
NEWP
New Pac Metals Corp

New Pac Metals Corp

NEWP
MASON HILL ADVISORS LLC's holding in New Pac Metals Corp over time
11.32%6,700,040
$27.78M
11.32%
increased 18.46 percentadded
ODV
Osisko Development Corp

Osisko Development Corp

ODV
MASON HILL ADVISORS LLC's holding in Osisko Development Corp over time
0%0.00
$0.00
0%
decreased 100 percentsold off
PDS
Precision Drilling Corp

Precision Drilling Corp

PDS
MASON HILL ADVISORS LLC's holding in Precision Drilling Corp over time
2.61%65,211
$6.42M
2.61%
increased 116.57 percentadded
PSLV
Sprott Asset Management Lp

Sprott Asset Management Lp

PSLV
MASON HILL ADVISORS LLC's holding in Sprott Asset Management Lp over time
3.82%384,500
$9.38M
3.82%
decreased 57.84 percentreduced
VIST
Vista Energy S.A.B. De C.V.

Vista Energy S.A.B. De C.V.

VIST
MASON HILL ADVISORS LLC's holding in Vista Energy S.A.B. De C.V. over time
9.28%301,667
$22.77M
9.28%
increased 100.62 percentadded
VZLA
Vizsla Silver Corp

Vizsla Silver Corp

VZLA
MASON HILL ADVISORS LLC's holding in Vizsla Silver Corp over time
3.04%2,250,800
$7.46M
3.04%
decreased 35.59 percentreduced
YPF
Ypf Sociedad Anonima

Ypf Sociedad Anonima

YPF
MASON HILL ADVISORS LLC's holding in Ypf Sociedad Anonima over time
8.8%467,000
$21.58M
8.8%
new position