Goehring & Rozencwajg Associates, LLC: SDRL position timeline

Goehring & Rozencwajg Associates, LLC held 2,636,666 SDRL 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 2,636,666 shares

   Change vs previous 13F +187,101 shares

   5.74% of the 13F portfolio, value $99,718,708.

   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 2,449,565 shares

   Change vs previous 13F +529,884 shares

   5.99% of the 13F portfolio, value $111,455,208.

   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 1,919,681 shares

   Change vs previous 13F +224,567 shares

   6.58% of the 13F portfolio, value $66,420,963.

   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 1,695,114 shares

   Change vs previous 13F +11,113 shares

   6.16% of the 13F portfolio, value $51,209,394.

   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 1,684,001 shares

   Change vs previous 13F +483,800 shares

   6.76% of the 13F portfolio, value $44,205,026.

   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 1,200,201 shares

   Change vs previous 13F +723,827 shares

   5.46% of the 13F portfolio, value $30,149,049.

   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 476,374 shares

   Change vs previous 13F -10,328 shares

   3.58% of the 13F portfolio, value $17,435,288.

   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 486,702 shares

   Change vs previous 13F not available

   3.94% of the 13F portfolio, value $19,341,537.

   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).