SEC 13F Intelligence

Goehring & Rozencwajg Associates, LLC / SKE

Goehring & Rozencwajg Associates, LLC’s Skeena Res Ltd New Position

Does Goehring & Rozencwajg Associates, LLC own Skeena Res Ltd New (SKE)? Not currently — the last reported position was 563.0K shares worth $13M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$13M
Q4 2025
Shares
563.0K
% of Portfolio
+1.32%
Quarters Held
12
position exited

Position History SKE

Reported value by quarter
Q1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $6MQ1 ’24Q2 ’24: $8MQ3 ’24: $13MQ3 ’24Q4 ’24: $13MQ1 ’25: $13MQ1 ’25Q2 ’25: $14MQ3 ’25: $16MQ3 ’25Q4 ’25: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025563.0K$13M+1.32%
Q3 2025874.8K$16M+1.94%
Q2 2025870.2K$14M+2.12%
Q1 20251.17M$13M+2.28%
Q4 20241.51M$13M+2.74%
Q3 20241.54M$13M+2.67%
Q2 20241.47M$8M+1.57%
Q1 20241.20M$6M+1.19%
Q4 2023340.1K$2M+0.40%
Q3 2023329.0K$2M+0.37%
Q2 2023318.6K$2M+0.44%
Q1 2023286.9K$2M+0.60%

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 SKE.