Position in NTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$91,593,446
+$29,543,368 QoQ
Shares Held
1,455,019
+76.9% QoQ
Ownership
0.305%
of shares outstanding
% of Portfolio
5.27%
of 13F equity value
Holder Rank
#50
of 725 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in NTR 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. NTR ranks #1 (72.5% of the industry book) .
All Filings in NTR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,593,446 | 1,455,019 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $62,050,078 | 822,291 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $50,945,971 | 825,437 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $45,807,772 | 780,238 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $45,489,749 | 781,074 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $33,369,746 | 671,829 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,969,645 | 200,439 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $10,202,993 | 212,297 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,344,046 | 203,183 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,084,443 | 185,683 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,097,884 | 179,263 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,412,293 | 103,826 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,012,104 | 169,553 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,638,163 | 130,510 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $9,090,190 | 124,472 | Shares | Sole | 2023-03-01 | |
| No filing history on record for this holder in this stock. | ||||||