Goehring & Rozencwajg Associates, LLC

Comprehensive Analysis of Goehring & Rozencwajg Associates 13F Filing

Portfolio Overview

For the reporting period ending September 30, 2025, Goehring & Rozencwajg Associates managed a portfolio totaling approximately $588.43 million across 27 holdings. This represents a decrease in total portfolio value of 10.0% from the previous quarter's $653.96 million. The decline in value is likely attributable to a combination of market performance in the firm's targeted sectors and the a...