Goehring & Rozencwajg Associates, LLC
Position in IPI — Intrepid Potash, Inc.
CIK 1863154
NEW YORK, NY
Position in IPI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,764,047
-$1,659,691 QoQ
Shares Held
297,866
+11.5% QoQ
Ownership
2.21%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#6
of 152 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in IPI Over Time
Shares Held
Position Value (USD)
Position in Agricultural Inputs
Basic Materials · as of Jun 30, 2026Goehring & Rozencwajg Associates, LLC holds $126,339,570 across 3 Agricultural Inputs names. IPI ranks #3 (7.7% of the industry book) .
All Filings in IPI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,764,047 | 297,866 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $11,423,738 | 267,097 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,081,632 | 219,316 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,367,734 | 208,232 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,414,868 | 207,525 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,288,784 | 213,977 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,589,215 | 209,362 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,994,160 | 208,090 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,541,296 | 193,824 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,642,656 | 174,624 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,870,753 | 162,024 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,943,930 | 156,754 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,440,462 | 151,629 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,770,546 | 136,614 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,724,258 | 129,001 | Shares | Sole | 2023-03-01 | |
| No filing history on record for this holder in this stock. | ||||||