SEC 13F Intelligence

Goehring & Rozencwajg Associates, LLC / CNR

Goehring & Rozencwajg Associates, LLC’s Canadian Natl Ry Co Position

Does Goehring & Rozencwajg Associates, LLC own Canadian Natl Ry Co (CNR)? Yes — 708.2K shares worth $74M (+3.99% of its 13F portfolio) as of Q1 2026, up from 302.7K shares the prior filed quarter.

Position Value
$74M
Q1 2026
Shares
708.2K
% of Portfolio
+3.99%
Quarters Held
5
currently held

Position History CNR

Reported value by quarter
Q1 ’25: $21MQ1 ’25Q2 ’25: $20MQ2 ’25Q3 ’25: $24MQ3 ’25Q4 ’25: $27MQ4 ’25Q1 ’26: $74MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026708.2K$74M+3.99%
Q4 2025302.7K$27M+2.65%
Q3 2025285.4K$24M+2.87%
Q2 2025283.2K$20M+3.02%
Q1 2025283.1K$21M+3.76%

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 CNR.