Goehring & Rozencwajg Associates, LLC / SLB
Goehring & Rozencwajg Associates, LLC’s Slb Limited Position
Does Goehring & Rozencwajg Associates, LLC own Slb Limited (SLB)? Yes — 2.30M shares worth $118M (+6.35% of its 13F portfolio) as of Q1 2026, up from 937.0K shares the prior filed quarter.
Position Value
$118M
Q1 2026
Shares
2.30M
% of Portfolio
+6.35%
Quarters Held
13
currently held
Position History SLB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 2.30M | $118M | +6.35% |
| Q4 2025 | 937.0K | $36M | +3.56% |
| Q3 2025 | 181.8K | $6M | +0.75% |
| Q2 2025 | 181.3K | $6M | +0.94% |
| Q1 2025 | 185.2K | $8M | +1.39% |
| Q4 2024 | 181.1K | $7M | +1.39% |
| Q3 2024 | 187.6K | $8M | +1.60% |
| Q2 2024 | 178.1K | $8M | +1.67% |
| Q1 2024 | 156.5K | $9M | +1.86% |
| Q4 2023 | 149.0K | $8M | +1.87% |
| Q3 2023 | 144.3K | $8M | +2.06% |
| Q2 2023 | 139.7K | $7M | +1.97% |
| Q1 2023 | 126.3K | $6M | +2.12% |
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 SLB.