Goehring & Rozencwajg Associates, LLC

Position in FCX — Freeport-Mcmoran Inc

CIK 1863154 NEW YORK, NY

Position in FCX

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

Position Value

$7,244,752

-$4,822,139 QoQ

Shares Held

123,252

-48.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Basic Materials · as of Mar 31, 2026

Goehring & Rozencwajg Associates, LLC holds $32,244,158 across 2 Copper names. FCX ranks #2 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IE	Ivanhoe Electric Inc.	2,115,009	$24,999,406
2	FCX	Freeport-Mcmoran Inc This page	123,252	$7,244,752

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,244,752	123,252	-48.1%	Shares	Sole	2026-05-05
2025-12-31	$12,066,891	237,584	+5.4%	Shares	Sole	2026-02-13
2025-09-30	$8,841,599	225,436	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$9,750,455	224,924	-2.5%	Shares	Sole	2025-08-12
2025-03-31	$8,734,339	230,701	+2.2%	Shares	Sole	2025-04-29
2024-12-31	$8,592,713	225,649	-3.5%	Shares	Sole	2025-01-28
2024-09-30	$11,669,948	233,773	+5.2%	Shares	Sole	2024-11-13
2024-06-30	$10,798,191	222,185	+10.8%	Shares	Sole	2024-08-12
2024-03-31	$9,426,804	200,485	+5.3%	Shares	Sole	2024-05-13
2023-12-31	$8,107,158	190,443	+3.2%	Shares	Sole	2024-02-14
2023-09-30	$6,882,354	184,563	+3.3%	Shares	Sole	2023-11-14
2023-06-30	$7,148,920	178,723	+11.1%	Shares	Sole	2023-08-14
2023-03-31	$6,579,678	160,833	+8.0%	Shares	Sole	2023-05-09
2022-12-31	$5,659,454	148,933	—	Shares	Sole	2023-03-01
No filing history on record for this holder in this stock.