SEC 13F Intelligence

Goehring & Rozencwajg Associates, LLC / HBM

Goehring & Rozencwajg Associates, LLC’s Hudbay Minerals Inc Position

Does Goehring & Rozencwajg Associates, LLC own Hudbay Minerals Inc (HBM)? Not currently — the last reported position was 825.0K shares worth $16M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$16M
Q4 2025
Shares
825.0K
% of Portfolio
+1.62%
Quarters Held
11
position exited

Position History HBM

Reported value by quarter
Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $5MQ2 ’24: $7MQ2 ’24Q3 ’24: $7MQ4 ’24: $6MQ4 ’24Q1 ’25: $7MQ2 ’25: $8MQ2 ’25Q3 ’25: $12MQ4 ’25: $16MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025825.0K$16M+1.62%
Q3 2025773.6K$12M+1.41%
Q2 2025778.1K$8M+1.26%
Q1 2025797.6K$7M+1.20%
Q4 2024780.3K$6M+1.26%
Q3 2024813.4K$7M+1.52%
Q2 2024767.6K$7M+1.38%
Q1 2024657.7K$5M+1.00%
Q4 2023612.0K$3M+0.82%
Q3 2023592.2K$3M+0.71%
Q2 2023573.7K$3M+0.79%

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 HBM.