SEC 13F Intelligence

Goehring & Rozencwajg Associates, LLC / AR

Goehring & Rozencwajg Associates, LLC’s Antero Resources Corp Position

Does Goehring & Rozencwajg Associates, LLC own Antero Resources Corp (AR)? Yes1.62M shares worth $69M (+3.69% of its 13F portfolio) as of Q1 2026, up from 1.18M shares the prior filed quarter.

Position Value
$69M
Q1 2026
Shares
1.62M
% of Portfolio
+3.69%
Quarters Held
13
currently held

Position History AR

Reported value by quarter
Q1 ’23: $14MQ1 ’23Q2 ’23: $15MQ3 ’23: $17MQ3 ’23Q4 ’23: $16MQ1 ’24: $21MQ1 ’24Q2 ’24: $26MQ3 ’24: $24MQ3 ’24Q4 ’24: $25MQ1 ’25: $35MQ1 ’25Q2 ’25: $33MQ3 ’25: $28MQ3 ’25Q4 ’25: $41MQ1 ’26: $69MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.62M$69M+3.69%
Q4 20251.18M$41M+4.04%
Q3 2025823.9K$28M+3.33%
Q2 2025824.6K$33M+5.08%
Q1 2025849.1K$35M+6.31%
Q4 2024830.5K$25M+5.21%
Q3 2024850.5K$24M+4.97%
Q2 2024808.3K$26M+5.24%
Q1 2024728.4K$21M+4.58%
Q4 2023692.0K$16M+3.79%
Q3 2023666.4K$17M+4.14%
Q2 2023653.7K$15M+4.33%
Q1 2023590.1K$14M+4.65%

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 AR.