Goehring & Rozencwajg Associates, LLC: NTR position timeline

Goehring & Rozencwajg Associates, LLC held 1,455,019 NTR 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 1,455,019 shares

   Change vs previous 13F +632,728 shares

   5.27% of the 13F portfolio, value $91,593,446.

   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 822,291 shares

   Change vs previous 13F -3,146 shares

   3.33% of the 13F portfolio, value $62,050,079.

   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 825,437 shares

   Change vs previous 13F +45,199 shares

   5.05% of the 13F portfolio, value $50,945,972.

   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 780,238 shares

   Change vs previous 13F -836 shares

   5.51% of the 13F portfolio, value $45,807,773.

   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 781,074 shares

   Change vs previous 13F +109,245 shares

   6.96% of the 13F portfolio, value $45,489,750.

   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 671,829 shares

   Change vs previous 13F +471,390 shares

   6.39% of the 13F portfolio, value $35,237,431.

   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 200,439 shares

   Change vs previous 13F -11,858 shares

   1.85% of the 13F portfolio, value $9,003,720.

   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 212,297 shares

   Change vs previous 13F not available

   2.08% of the 13F portfolio, value $10,202,994.

   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).