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Goehring & Rozencwajg Associates, LLC: SBSW position timeline

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

Goehring & Rozencwajg Associates, LLC held 4,580,794 SBSW 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 4,580,794 shares
    Change vs previous 13F +310,725 shares

    2.24% of the 13F portfolio, value $38,890,941.

    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 4,270,069 shares
    Change vs previous 13F +730,389 shares

    2.83% of the 13F portfolio, value $52,607,250.

    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 3,539,680 shares
    Change vs previous 13F +179,650 shares

    5% of the 13F portfolio, value $50,440,440.

    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 3,360,030 shares
    Change vs previous 13F +11,189 shares

    4.55% of the 13F portfolio, value $37,766,737.

    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 3,348,841 shares
    Change vs previous 13F +599,131 shares

    3.7% of the 13F portfolio, value $24,178,632.

    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 2,749,710 shares
    Change vs previous 13F +96,230 shares

    2.18% of the 13F portfolio, value $12,043,730.

    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 2,653,480 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $9,446,389.

    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).