SEC 13F Intelligence

Goehring & Rozencwajg Associates, LLC / IE

Goehring & Rozencwajg Associates, LLC’s Ivanhoe Electric Inc Position

Does Goehring & Rozencwajg Associates, LLC own Ivanhoe Electric Inc (IE)? Yes2.12M shares worth $25M (+1.34% of its 13F portfolio) as of Q1 2026, up from 1.79M shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
2.12M
% of Portfolio
+1.34%
Quarters Held
13
currently held

Position History IE

Reported value by quarter
Q1 ’23: $7MQ1 ’23Q2 ’23: $14MQ3 ’23: $16MQ3 ’23Q4 ’23: $14MQ1 ’24: $14MQ1 ’24Q2 ’24: $15MQ3 ’24: $15MQ3 ’24Q4 ’24: $12MQ1 ’25: $11MQ1 ’25Q2 ’25: $15MQ3 ’25: $21MQ3 ’25Q4 ’25: $29MQ1 ’26: $25MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.12M$25M+1.34%
Q4 20251.79M$29M+2.83%
Q3 20251.70M$21M+2.56%
Q2 20251.69M$15M+2.35%
Q1 20251.71M$11M+1.97%
Q4 20241.68M$12M+2.43%
Q3 20241.72M$15M+2.96%
Q2 20241.63M$15M+3.04%
Q1 20241.43M$14M+3.04%
Q4 20231.36M$14M+3.32%
Q3 20231.31M$16M+3.81%
Q2 20231.05M$14M+3.93%
Q1 2023596.9K$7M+2.47%

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 IE.