Goehring & Rozencwajg Associates, LLC: AR position timeline

Goehring & Rozencwajg Associates, LLC held 1,731,731 AR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,731,731 shares

   Change vs previous 13F +114,593 shares

   3.5% of the 13F portfolio, value $60,853,027.

   13F-HR 0001863154-26-000004 filed by Goehring & Rozencwajg Associates, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,617,138 shares

   Change vs previous 13F +433,518 shares

   3.69% of the 13F portfolio, value $68,631,337.

   13F-HR 0001863154-26-000003 filed by Goehring & Rozencwajg Associates, LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,183,620 shares

   Change vs previous 13F +359,674 shares

   4.04% of the 13F portfolio, value $40,787,545.

   13F-HR 0001863154-26-000002 filed by Goehring & Rozencwajg Associates, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 823,946 shares

   Change vs previous 13F -666 shares

   3.33% of the 13F portfolio, value $27,651,628.

   13F-HR 0001863154-25-000004 filed by Goehring & Rozencwajg Associates, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 824,612 shares

   Change vs previous 13F -24,489 shares

   5.08% of the 13F portfolio, value $33,215,371.

   13F-HR 0001085146-25-004923 filed by Goehring & Rozencwajg Associates, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 849,101 shares

   Change vs previous 13F +18,569 shares

   6.31% of the 13F portfolio, value $34,787,668.

   13F-HR 0001085146-25-002412 filed by Goehring & Rozencwajg Associates, LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 830,532 shares

   Change vs previous 13F -19,939 shares

   5.21% of the 13F portfolio, value $25,372,753.

   13F-HR 0001085146-25-000524 filed by Goehring & Rozencwajg Associates, LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 850,471 shares

   Change vs previous 13F not available

   4.97% of the 13F portfolio, value $24,365,994.

   13F-HR 0001085146-24-005658 filed by Goehring & Rozencwajg Associates, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).