Goehring & Rozencwajg Associates, LLC

Position in CMCL — Caledonia Mining Corp Plc

CIK 1863154 NEW YORK, NY

Position in CMCL

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

Position Value

$2,996,904

-$465,329 QoQ

Shares Held

156,906

+2.4% QoQ

Ownership

0.812%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#19

of 132 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Basic Materials · as of Jun 30, 2026

Goehring & Rozencwajg Associates, LLC holds $8,857,176 across 3 Gold names. CMCL ranks #2 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NG	Novagold Resources Inc	710,721	$4,243,004
2	CMCL	Caledonia Mining Corp Plc This page	156,906	$2,996,904
3	ORLA	Orla Mining Ltd.	165,196	$1,617,268

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,996,904	156,906	+2.4%	Shares	Sole	2026-08-05
2026-03-31	$3,462,233	153,264	-7.3%	Shares	Sole	2026-05-05
2025-12-31	$4,326,005	165,304	-29.4%	Shares	Sole	2026-02-13
2025-09-30	$8,475,493	234,065	+0.9%	Shares	Sole	2025-11-10
2025-06-30	$4,483,495	232,065	+0.0%	Shares	Sole	2025-08-12
2025-03-31	$2,898,104	232,034	+2.6%	Shares	Sole	2025-04-29
2024-12-31	$2,128,739	226,221	-0.7%	Shares	Sole	2025-01-28
2024-09-30	$3,409,249	227,891	+8.7%	Shares	Sole	2024-11-13
2024-06-30	$2,038,449	209,717	+12.8%	Shares	Sole	2024-08-12
2024-03-31	$2,058,101	185,917	+9.3%	Shares	Sole	2024-05-13
2023-12-31	$2,075,427	170,117	+4.9%	Shares	Sole	2024-02-14
2023-09-30	$1,598,868	162,157	+4.1%	Shares	Sole	2023-11-14
2023-06-30	$1,809,315	155,707	+14.4%	Shares	Sole	2023-08-14
2023-03-31	$2,068,674	136,097	-3.6%	Shares	Sole	2023-05-09
2022-12-31	$1,750,594	141,177	—	Shares	Sole	2023-03-01
No filing history on record for this holder in this stock.