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Goehring & Rozencwajg Associates, LLC: TFPM position timeline

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

Goehring & Rozencwajg Associates, LLC held 61,584 TFPM 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 61,584 shares
    Change vs previous 13F +1,313 shares

    0.11% of the 13F portfolio, value $1,843,269.

    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 60,271 shares
    Change vs previous 13F -7,751 shares

    0.11% of the 13F portfolio, value $2,091,901.

    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 68,022 shares
    Change vs previous 13F -32,702 shares

    0.22% of the 13F portfolio, value $2,260,626.

    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 100,724 shares
    Change vs previous 13F +636 shares

    0.35% of the 13F portfolio, value $2,947,914.

    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 100,088 shares
    Change vs previous 13F -1,768 shares

    0.36% of the 13F portfolio, value $2,374,957.

    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 101,856 shares
    Change vs previous 13F +2,200 shares

    0.35% of the 13F portfolio, value $1,957,183.

    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 99,656 shares
    Change vs previous 13F -8,015 shares

    0.32% of the 13F portfolio, value $1,535,504.

    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).

  8. period ended2024-09-30
    13F 107,671 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,743,434.

    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).