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Goehring & Rozencwajg Associates, LLC: VAL position timeline

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

Goehring & Rozencwajg Associates, LLC held 1,413,542 VAL 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 1,413,542 shares
    Change vs previous 13F +94,191 shares

    5.9% of the 13F portfolio, value $102,623,149.

    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 1,319,351 shares
    Change vs previous 13F +257,281 shares

    6.95% of the 13F portfolio, value $129,349,172.

    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 1,062,070 shares
    Change vs previous 13F +159,630 shares

    5.3% of the 13F portfolio, value $53,528,328.

    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 902,440 shares
    Change vs previous 13F +470,419 shares

    5.3% of the 13F portfolio, value $44,011,999.

    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 432,021 shares
    Change vs previous 13F +261,081 shares

    2.78% of the 13F portfolio, value $18,192,404.

    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 170,940 shares
    Change vs previous 13F +3,710 shares

    1.25% of the 13F portfolio, value $6,899,138.

    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 167,230 shares
    Change vs previous 13F -6,454 shares

    1.42% of the 13F portfolio, value $6,891,548.

    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 173,684 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $9,682,883.

    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).