Goehring & Rozencwajg Associates, LLC

Position in IE — Ivanhoe Electric Inc.

CIK 1863154 NEW YORK, NY

Position in IE

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

Position Value

$24,999,406

-$3,571,188 QoQ

Shares Held

2,115,009

+18.3% QoQ

Ownership

1.34%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Basic Materials · as of Mar 31, 2026

Goehring & Rozencwajg Associates, LLC holds $32,244,158 across 2 Copper names. IE ranks #1 (77.5% of the industry book) .

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

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$24,999,406	2,115,009	+18.3%	Shares	Sole	2026-05-05
2025-12-31	$28,570,594	1,787,897	+5.3%	Shares	Sole	2026-02-13
2025-09-30	$21,299,721	1,697,189	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$15,358,376	1,693,316	-1.2%	Shares	Sole	2025-08-12
2025-03-31	$9,953,610	1,713,186	+2.3%	Shares	Sole	2025-04-29
2024-12-31	$12,649,775	1,675,467	-2.4%	Shares	Sole	2025-01-28
2024-09-30	$14,520,033	1,716,316	+5.2%	Shares	Sole	2024-11-13
2024-06-30	$15,301,021	1,631,239	+13.9%	Shares	Sole	2024-08-12
2024-03-31	$14,032,022	1,431,839	+5.2%	Shares	Sole	2024-05-13
2023-12-31	$13,722,196	1,361,329	+4.1%	Shares	Sole	2024-02-14
2023-09-30	$15,568,579	1,308,284	+24.9%	Shares	Sole	2023-11-14
2023-06-30	$13,655,279	1,047,184	+75.4%	Shares	Sole	2023-08-14
2023-03-31	$7,252,590	596,921	+155.8%	Shares	Sole	2023-05-09
2022-12-31	$2,835,008	233,334	—	Shares	Sole	2023-03-01
No filing history on record for this holder in this stock.