Goehring & Rozencwajg Associates, LLC

Position in ORLA — Orla Mining Ltd.

CIK 1863154 NEW YORK, NY

Position in ORLA

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

Position Value

$2,606,349

-$7,872,624 QoQ

Shares Held

161,584

-79.2% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#67

of 194 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 88.6065452024953.ToString("F0")% Shared 0.ToString("F0")% None 11.393454797504704.ToString("F0")%

Basic Materials · as of Mar 31, 2026

Goehring & Rozencwajg Associates, LLC holds $61,350,294 across 5 Gold names. ORLA ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGI	Alamos Gold Inc	686,587	$30,505,060
2	EQX	Equinox Gold Corp.	1,283,253	$18,555,838
3	NG	Novagold Resources Inc	692,741	$6,220,814
4	CMCL	Caledonia Mining Corp Plc	153,264	$3,462,233
5	ORLA	Orla Mining Ltd. This page	161,584	$2,606,349

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,606,349	161,584	-79.2%	Shares	Sole	2026-05-05
2025-12-31	$10,478,973	777,949	-34.2%	Shares	Sole	2026-02-13
2025-09-30	$12,773,203	1,182,704	+0.5%	Shares	Sole	2025-11-10
2025-06-30	$11,787,016	1,176,349	-15.8%	Shares	Sole	2025-08-12
2025-03-31	$13,068,990	1,397,753	+2.2%	Shares	Sole	2025-04-29
2024-12-31	$7,573,351	1,367,031	-1.9%	Shares	Sole	2025-01-28
2024-09-30	$5,575,884	1,393,971	+7.6%	Shares	Sole	2024-11-13
2024-06-30	$4,973,621	1,295,214	+16.3%	Shares	Sole	2024-08-12
2024-03-31	$4,219,460	1,113,314	+7.5%	Shares	Sole	2024-05-13
2023-12-31	$3,366,070	1,035,714	+3.3%	Shares	Sole	2024-02-14
2023-09-30	$3,577,796	1,002,184	+3.3%	Shares	Sole	2023-11-14
2023-06-30	$4,075,948	970,464	+11.1%	Shares	Sole	2023-08-14
2023-03-31	$4,149,714	873,624	+2.6%	Shares	Sole	2023-05-09
2022-12-31	$3,439,328	851,319	—	Shares	Sole	2023-03-01
No filing history on record for this holder in this stock.