Goehring & Rozencwajg Associates, LLC

Position in AMR — Alpha Metallurgical Resources, Inc.

CIK 1863154 NEW YORK, NY

Position in AMR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$93,143,927

+$43,460,582 QoQ

Shares Held

564,714

+133.3% QoQ

Ownership

4.45%

of shares outstanding

% of Portfolio

5.36%

of 13F equity value

Holder Rank

of 253 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Basic Materials · as of Jun 30, 2026

Goehring & Rozencwajg Associates, LLC holds $170,330,739 across 2 Coking Coal names. AMR ranks #1 (54.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AMR	Alpha Metallurgical Resources, Inc. This page	564,714	$93,143,927
2	HCC	Warrior Met Coal, Inc.	951,045	$77,186,812

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$93,143,927	564,714	+133.3%	Shares	Sole	2026-08-05
2026-03-31	$49,683,345	242,039	+206.8%	Shares	Sole	2026-05-05
2025-12-31	$15,769,532	78,895	+6.0%	Shares	Sole	2026-02-13
2025-09-30	$12,214,203	74,436	+0.7%	Shares	Sole	2025-11-10
2025-06-30	$8,311,484	73,893	+0.3%	Shares	Sole	2025-08-12
2025-03-31	$9,229,547	73,689	+2.6%	Shares	Sole	2025-04-29
2024-12-31	$14,368,616	71,800	-2.9%	Shares	Sole	2025-01-28
2024-09-30	$17,471,887	73,977	+5.9%	Shares	Sole	2024-11-13
2024-06-30	$19,594,178	69,847	+13.1%	Shares	Sole	2024-08-12
2024-03-31	$20,448,753	61,747	+8.0%	Shares	Sole	2024-05-13
2023-12-31	$19,372,667	57,160	+4.3%	Shares	Sole	2024-02-14
2023-09-30	$14,239,697	54,825	+4.4%	Shares	Sole	2023-11-14
2023-06-30	$8,632,187	52,520	-7.1%	Shares	Sole	2023-08-14
2023-03-31	$8,820,864	56,544	-3.1%	Shares	Sole	2023-05-09
2022-12-31	$8,540,392	58,340	—	Shares	Sole	2023-03-01
No filing history on record for this holder in this stock.