SEC 13F Intelligence

Goehring & Rozencwajg Associates, LLC / SBSW

Goehring & Rozencwajg Associates, LLC’s Sibanye Stillwater Ltd Position

Does Goehring & Rozencwajg Associates, LLC own Sibanye Stillwater Ltd (SBSW)? Yes — 4.27M shares worth $53M (+2.83% of its 13F portfolio) as of Q1 2026, up from 3.54M shares the prior filed quarter.

Position Value
$53M
Q1 2026
Shares
4.27M
% of Portfolio
+2.83%
Quarters Held
6
currently held

Position History SBSW

Reported value by quarter
Q4 ’24: $9MQ4 ’24Q1 ’25: $12MQ1 ’25Q2 ’25: $24MQ2 ’25Q3 ’25: $38MQ3 ’25Q4 ’25: $50MQ4 ’25Q1 ’26: $53MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.27M$53M+2.83%
Q4 20253.54M$50M+5.00%
Q3 20253.36M$38M+4.55%
Q2 20253.35M$24M+3.70%
Q1 20252.75M$12M+2.18%
Q4 20242.65M$9M+1.94%

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 SBSW.