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Disclosery

Goehring & Rozencwajg Associates, LLC: SKE position timeline

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

Goehring & Rozencwajg Associates, LLC held 0 SKE shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -562,975 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 562,975 shares
    Change vs previous 13F -311,847 shares

    1.32% of the 13F portfolio, value $13,372,912.

    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).

  3. period ended2025-09-30
    13F 874,822 shares
    Change vs previous 13F +4,669 shares

    1.94% of the 13F portfolio, value $16,132,673.

    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).

  4. period ended2025-06-30
    13F 870,153 shares
    Change vs previous 13F -295,214 shares

    2.12% of the 13F portfolio, value $13,850,319.

    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).

  5. period ended2025-03-31
    13F 1,165,367 shares
    Change vs previous 13F -339,800 shares

    2.28% of the 13F portfolio, value $12,563,376.

    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).

  6. period ended2024-12-31
    13F 1,505,167 shares
    Change vs previous 13F -36,637 shares

    2.74% of the 13F portfolio, value $13,325,317.

    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).

  7. period ended2024-09-30
    13F 1,541,804 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $13,098,209.

    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).