Goehring & Rozencwajg Associates, LLC / AMR
Goehring & Rozencwajg Associates, LLC’s Alpha Metallurgical Resour I Position
Does Goehring & Rozencwajg Associates, LLC own Alpha Metallurgical Resour I (AMR)? Yes — 242.0K shares worth $50M (+2.67% of its 13F portfolio) as of Q1 2026, up from 78.9K shares the prior filed quarter.
Position Value
$50M
Q1 2026
Shares
242.0K
% of Portfolio
+2.67%
Quarters Held
13
currently held
Position History AMR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 242.0K | $50M | +2.67% |
| Q4 2025 | 78.9K | $16M | +1.56% |
| Q3 2025 | 74.4K | $12M | +1.47% |
| Q2 2025 | 73.9K | $8M | +1.27% |
| Q1 2025 | 73.7K | $9M | +1.67% |
| Q4 2024 | 71.8K | $15M | +3.07% |
| Q3 2024 | 74.0K | $17M | +3.56% |
| Q2 2024 | 69.8K | $20M | +3.89% |
| Q1 2024 | 61.7K | $20M | +4.43% |
| Q4 2023 | 57.2K | $19M | +4.68% |
| Q3 2023 | 54.8K | $14M | +3.49% |
| Q2 2023 | 52.5K | $9M | +2.48% |
| Q1 2023 | 56.5K | $9M | +3.01% |
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 AMR.