Goehring & Rozencwajg Associates, LLC

Position in AGI — Alamos Gold Inc

CIK 1863154 NEW YORK, NY

Position in AGI

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$30,505,060

+$387,545 QoQ

Shares Held

686,587

-12.0% QoQ

Ownership

0.163%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 88.59474473009247.ToString("F0")% Shared 0.ToString("F0")% None 11.405255269907528.ToString("F0")%

Basic Materials · as of Mar 31, 2026

Goehring & Rozencwajg Associates, LLC holds $61,350,294 across 5 Gold names. AGI ranks #1 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGI	Alamos Gold Inc This page	686,587	$30,505,060
2	EQX	Equinox Gold Corp.	1,283,253	$18,555,838
3	NG	Novagold Resources Inc	692,741	$6,220,814
4	CMCL	Caledonia Mining Corp Plc	153,264	$3,462,233
5	ORLA	Orla Mining Ltd.	161,584	$2,606,349

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,505,060	686,587	-12.0%	Shares	Sole	2026-05-05
2025-12-31	$30,117,515	780,651	-33.5%	Shares	Sole	2026-02-13
2025-09-30	$40,905,316	1,173,417	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$31,108,320	1,171,247	-4.3%	Shares	Sole	2025-08-12
2025-03-31	$32,709,892	1,223,257	+2.3%	Shares	Sole	2025-04-29
2024-12-31	$22,058,389	1,196,225	-3.3%	Shares	Sole	2025-01-28
2024-09-30	$24,673,417	1,237,383	+3.0%	Shares	Sole	2024-11-13
2024-06-30	$18,832,761	1,201,069	+89.6%	Shares	Sole	2024-08-12
2024-03-31	$9,342,104	633,363	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.