Latest MASON HILL ADVISORS LLC Stock Portfolio
MASON HILL ADVISORS LLC Performance:
2026 Q1: 30.82%YTD: 30.82%2025: 30.53%
Performance for 2026 Q1 is 30.82%, and YTD is 30.82%, and 2025 is 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.
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.
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).
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.
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 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 anonima | 21,584,700 |
New stocks bought by MASON HILL ADVISORS LLC
Additions
| Ticker | % Inc. |
|---|---|
| precision drilling corp | 116 |
| vista energy s.a.b. de c.v. | 100 |
| new pac metals corp | 18.46 |
| kosmos energy ltd | 6.2 |
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 | % |
|---|---|
| Others | 53.2 |
| Energy | 46.8 |
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 | % |
|---|---|
| UNALLOCATED | 53.2 |
| SMALL-CAP | 23.4 |
| MICRO-CAP | 23.3 |
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 | % |
|---|---|
| Others | 74.4 |
| RUSSELL 2000 | 25.6 |
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.
Last Reported on: 24 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| EGO | eldorado gold corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| GAU | galiano gold inc | 9.54 | 9,357,960 | 23,401,700 | reduced | -32.39 | ||
| GTE | gran tierra energy inc | 23.33 | 6,381,470 | 57,241,800 | unchanged | 0.00 | ||
| IAUX | i-80 gold corp | 2.19 | 5,600,000 | 5,375,440 | unchanged | 0.00 | ||
| ITRG | integra res corp | 2.65 | 2,411,260 | 6,515,080 | reduced | -59.07 | ||
| KOS | kosmos energy ltd | 23.42 | 20,678,000 | 57,484,900 | added | 6.2 | ||
| NEWP | new pac metals corp | 11.32 | 6,700,040 | 27,780,500 | added | 18.46 | ||
| ODV | osisko development corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| PDS | precision drilling corp | 2.61 | 65,211 | 6,415,220 | added | 116 | ||
| PSLV | sprott asset management lp | 3.82 | 384,500 | 9,377,960 | reduced | -57.84 | ||
| VIST | vista energy s.a.b. de c.v. | 9.28 | 301,667 | 22,766,800 | added | 100 | ||
| VZLA | vizsla silver corp | 3.04 | 2,250,800 | 7,456,330 | reduced | -35.59 | ||
| YPF | ypf sociedad anonima | 8.80 | 467,000 | 21,584,700 | new | |||