SEC 13F Intelligence

Goehring & Rozencwajg Associates, LLC / EQX

Goehring & Rozencwajg Associates, LLC’s Equinox Gold Corp Position

Does Goehring & Rozencwajg Associates, LLC own Equinox Gold Corp (EQX)? Yes1.28M shares worth $19M (+1.00% of its 13F portfolio) as of Q1 2026, down from 1.46M shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
1.28M
% of Portfolio
+1.00%
Quarters Held
13
currently held

Position History EQX

Reported value by quarter
Q1 ’23: $4MQ1 ’23Q2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $4MQ1 ’24: $5MQ1 ’24Q2 ’24: $8MQ3 ’24: $10MQ3 ’24Q4 ’24: $8MQ1 ’25: $11MQ1 ’25Q2 ’25: $13MQ3 ’25: $25MQ3 ’25Q4 ’25: $21MQ1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.28M$19M+1.00%
Q4 20251.46M$21M+2.04%
Q3 20252.25M$25M+3.04%
Q2 20252.24M$13M+1.99%
Q1 20251.56M$11M+1.98%
Q4 20241.53M$8M+1.62%
Q3 20241.58M$10M+1.97%
Q2 20241.50M$8M+1.55%
Q1 2024871.8K$5M+1.14%
Q4 2023811.1K$4M+0.95%
Q3 2023783.7K$3M+0.81%
Q2 2023758.8K$3M+1.00%
Q1 2023683.0K$4M+1.20%

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 EQX.