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Goehring & Rozencwajg Associates, LLC: IE position timeline

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

Goehring & Rozencwajg Associates, LLC held 2,267,908 IE 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 2,267,908 shares
    Change vs previous 13F +152,899 shares

    1.25% of the 13F portfolio, value $21,794,596.

    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 2,115,009 shares
    Change vs previous 13F +327,112 shares

    1.34% of the 13F portfolio, value $24,999,406.

    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 1,787,897 shares
    Change vs previous 13F +90,708 shares

    2.83% of the 13F portfolio, value $28,570,594.

    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 1,697,189 shares
    Change vs previous 13F +3,873 shares

    2.56% of the 13F portfolio, value $21,299,722.

    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 1,693,316 shares
    Change vs previous 13F -19,870 shares

    2.35% of the 13F portfolio, value $15,358,376.

    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 1,713,186 shares
    Change vs previous 13F +37,719 shares

    1.97% of the 13F portfolio, value $10,844,467.

    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 1,675,467 shares
    Change vs previous 13F -40,849 shares

    2.43% of the 13F portfolio, value $11,845,552.

    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 1,716,316 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $14,520,033.

    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).