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Disclosery

Goehring & Rozencwajg Associates, LLC: SU position timeline

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

Goehring & Rozencwajg Associates, LLC held 1,974,700 SU 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 1,974,700 shares
    Change vs previous 13F +134,545 shares

    6.1% of the 13F portfolio, value $106,135,256.

    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 1,840,155 shares
    Change vs previous 13F +1,112,774 shares

    6.54% of the 13F portfolio, value $121,667,621.

    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 727,381 shares
    Change vs previous 13F not available

    0% of the 13F portfolio, value $0.

    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).