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Goehring & Rozencwajg Associates, LLC: NE position timeline

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

Goehring & Rozencwajg Associates, LLC held 1,987,601 NE 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 1,987,601 shares
    Change vs previous 13F +146,395 shares

    4.26% of the 13F portfolio, value $74,137,517.

    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 1,841,206 shares
    Change vs previous 13F +415,152 shares

    4.85% of the 13F portfolio, value $90,347,978.

    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 1,426,054 shares
    Change vs previous 13F +344,419 shares

    3.99% of the 13F portfolio, value $40,271,765.

    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 1,081,635 shares
    Change vs previous 13F +699,395 shares

    3.68% of the 13F portfolio, value $30,588,638.

    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 382,240 shares
    Change vs previous 13F -22,270 shares

    1.55% of the 13F portfolio, value $10,148,472.

    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 404,510 shares
    Change vs previous 13F +34,018 shares

    1.83% of the 13F portfolio, value $10,092,525.

    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 370,492 shares
    Change vs previous 13F -24,799 shares

    2.21% of the 13F portfolio, value $10,748,194.

    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 395,291 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $14,287,904.

    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).