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Goehring & Rozencwajg Associates, LLC: CNR position timeline

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

Goehring & Rozencwajg Associates, LLC held 1,100,977 CNR 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 1,100,977 shares
    Change vs previous 13F +392,752 shares

    5.07% of the 13F portfolio, value $88,100,180.

    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 708,225 shares
    Change vs previous 13F +405,505 shares

    3.99% of the 13F portfolio, value $74,172,404.

    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 302,720 shares
    Change vs previous 13F +17,368 shares

    2.65% of the 13F portfolio, value $26,793,747.

    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 285,352 shares
    Change vs previous 13F +2,107 shares

    2.87% of the 13F portfolio, value $23,821,185.

    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 283,245 shares
    Change vs previous 13F +183 shares

    3.02% of the 13F portfolio, value $19,753,506.

    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 283,062 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $20,728,630.

    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).