Goehring & Rozencwajg Associates, LLC / NTR
Goehring & Rozencwajg Associates, LLC’s Nutrien Ltd Position
Does Goehring & Rozencwajg Associates, LLC own Nutrien Ltd (NTR)? Yes — 822.3K shares worth $62M (+3.33% of its 13F portfolio) as of Q1 2026, down from 825.4K shares the prior filed quarter.
Position Value
$62M
Q1 2026
Shares
822.3K
% of Portfolio
+3.33%
Quarters Held
13
currently held
Position History NTR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 822.3K | $62M | +3.33% |
| Q4 2025 | 825.4K | $51M | +5.05% |
| Q3 2025 | 780.2K | $46M | +5.51% |
| Q2 2025 | 781.1K | $45M | +6.96% |
| Q1 2025 | 671.8K | $35M | +6.39% |
| Q4 2024 | 200.4K | $9M | +1.85% |
| Q3 2024 | 212.3K | $10M | +2.08% |
| Q2 2024 | 203.2K | $10M | +2.05% |
| Q1 2024 | 185.7K | $10M | +2.18% |
| Q4 2023 | 179.3K | $10M | +2.44% |
| Q3 2023 | 103.8K | $6M | +1.57% |
| Q2 2023 | 169.6K | $10M | +2.88% |
| Q1 2023 | 130.5K | $10M | +3.29% |
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 NTR.