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Goehring & Rozencwajg Associates, LLC: MOS position timeline

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

Goehring & Rozencwajg Associates, LLC held 1,178,956 MOS 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 1,178,956 shares
    Change vs previous 13F +256,651 shares

    1.44% of the 13F portfolio, value $24,982,078.

    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 922,305 shares
    Change vs previous 13F +471,259 shares

    1.26% of the 13F portfolio, value $23,518,778.

    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 451,046 shares
    Change vs previous 13F +22,836 shares

    1.08% of the 13F portfolio, value $10,865,698.

    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 428,210 shares
    Change vs previous 13F +1,132 shares

    1.79% of the 13F portfolio, value $14,850,323.

    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 427,078 shares
    Change vs previous 13F -34,419 shares

    2.38% of the 13F portfolio, value $15,579,805.

    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 461,497 shares
    Change vs previous 13F +9,518 shares

    2.37% of the 13F portfolio, value $13,097,285.

    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 451,979 shares
    Change vs previous 13F -20,078 shares

    2.25% of the 13F portfolio, value $10,974,050.

    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 472,057 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $12,641,686.

    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).