SEC 13F Intelligence

Goehring & Rozencwajg Associates, LLC / AGI

Goehring & Rozencwajg Associates, LLC’s Alamos Gold Inc Position

Does Goehring & Rozencwajg Associates, LLC own Alamos Gold Inc (AGI)? Yes — 686.6K shares worth $31M (+1.64% of its 13F portfolio) as of Q1 2026, down from 780.7K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
686.6K
% of Portfolio
+1.64%
Quarters Held
9
currently held

Position History AGI

Reported value by quarter
Q1 ’24: $9MQ1 ’24Q2 ’24: $19MQ3 ’24: $25MQ3 ’24Q4 ’24: $22MQ1 ’25: $32MQ1 ’25Q2 ’25: $31MQ3 ’25: $41MQ3 ’25Q4 ’25: $30MQ1 ’26: $31MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026686.6K$31M+1.64%
Q4 2025780.7K$30M+2.98%
Q3 20251.17M$41M+4.92%
Q2 20251.17M$31M+4.76%
Q1 20251.22M$32M+5.78%
Q4 20241.20M$22M+4.44%
Q3 20241.24M$25M+5.03%
Q2 20241.20M$19M+3.74%
Q1 2024633.4K$9M+2.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Goehring & Rozencwajg Associates, LLC’s full portfolio or all institutional holders of AGI.