Goehring & Rozencwajg Associates, LLC: CMCL position timeline

Goehring & Rozencwajg Associates, LLC held 156,906 CMCL 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 156,906 shares

   Change vs previous 13F +3,642 shares

   0.17% of the 13F portfolio, value $2,996,905.

   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 153,264 shares

   Change vs previous 13F -12,040 shares

   0.19% of the 13F portfolio, value $3,462,234.

   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 165,304 shares

   Change vs previous 13F -68,761 shares

   0.43% of the 13F portfolio, value $4,326,006.

   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 234,065 shares

   Change vs previous 13F +2,000 shares

   1.02% of the 13F portfolio, value $8,475,494.

   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 232,065 shares

   Change vs previous 13F +31 shares

   0.69% of the 13F portfolio, value $4,483,496.

   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 232,034 shares

   Change vs previous 13F +5,813 shares

   0.49% of the 13F portfolio, value $2,691,594.

   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 226,221 shares

   Change vs previous 13F -1,670 shares

   0.44% of the 13F portfolio, value $2,137,788.

   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 227,891 shares

   Change vs previous 13F not available

   0.69% of the 13F portfolio, value $3,409,249.

   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).