SEC 13F Intelligence

Goehring & Rozencwajg Associates, LLC / MTDR

Goehring & Rozencwajg Associates, LLC’s Matador Res Co Position

Does Goehring & Rozencwajg Associates, LLC own Matador Res Co (MTDR)? Yes457.9K shares worth $29M (+1.55% of its 13F portfolio) as of Q1 2026, up from 344.1K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
457.9K
% of Portfolio
+1.55%
Quarters Held
13
currently held

Position History MTDR

Reported value by quarter
Q1 ’23: $10MQ1 ’23Q2 ’23: $11MQ3 ’23: $13MQ3 ’23Q4 ’23: $13MQ1 ’24: $16MQ1 ’24Q2 ’24: $16MQ3 ’24: $14MQ3 ’24Q4 ’24: $15MQ1 ’25: $15MQ1 ’25Q2 ’25: $14MQ3 ’25: $13MQ3 ’25Q4 ’25: $15MQ1 ’26: $29MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026457.9K$29M+1.55%
Q4 2025344.1K$15M+1.45%
Q3 2025288.2K$13M+1.56%
Q2 2025287.4K$14M+2.10%
Q1 2025292.1K$15M+2.77%
Q4 2024285.7K$15M+3.14%
Q3 2024286.7K$14M+2.89%
Q2 2024272.1K$16M+3.22%
Q1 2024244.8K$16M+3.54%
Q4 2023230.1K$13M+3.16%
Q3 2023221.9K$13M+3.23%
Q2 2023218.4K$11M+3.29%
Q1 2023206.5K$10M+3.36%

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 MTDR.