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Goehring & Rozencwajg Associates, LLC: BORR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goehring & Rozencwajg Associates, LLC on BORR, newest first. How the timeline and the estimate are built.

Goehring & Rozencwajg Associates, LLC held 2,238,675 BORR 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 2,238,675 shares
    Change vs previous 13F +119,210 shares

    0.53% of the 13F portfolio, value $9,245,728.

    13F-HR 0001863154-26-000004 filed by Goehring & Rozencwajg Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,119,465 shares
    Change vs previous 13F +496,302 shares

    0.66% of the 13F portfolio, value $12,229,313.

    13F-HR 0001863154-26-000003 filed by Goehring & Rozencwajg Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,623,163 shares
    Change vs previous 13F +580,464 shares

    0.65% of the 13F portfolio, value $6,541,347.

    13F-HR 0001863154-26-000002 filed by Goehring & Rozencwajg Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,042,699 shares
    Change vs previous 13F +8,738 shares

    0.34% of the 13F portfolio, value $2,804,860.

    13F-HR 0001863154-25-000004 filed by Goehring & Rozencwajg Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,033,961 shares
    Change vs previous 13F -22,151 shares

    0.29% of the 13F portfolio, value $1,892,149.

    13F-HR 0001085146-25-004923 filed by Goehring & Rozencwajg Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,056,112 shares
    Change vs previous 13F +22,795 shares

    0.46% of the 13F portfolio, value $2,555,791.

    13F-HR 0001085146-25-002412 filed by Goehring & Rozencwajg Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,033,317 shares
    Change vs previous 13F -12,835 shares

    0.8% of the 13F portfolio, value $3,895,605.

    13F-HR 0001085146-25-000524 filed by Goehring & Rozencwajg Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,046,152 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $5,743,374.

    13F-HR 0001085146-24-005658 filed by Goehring & Rozencwajg Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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