Goehring & Rozencwajg Associates, LLC
Position in SBSW — Sibanye Stillwater Ltd
CIK 1863154
NEW YORK, NY
Position in SBSW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$38,890,941
-$13,716,309 QoQ
Shares Held
4,580,794
+7.3% QoQ
Ownership
0.633%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#7
of 256 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SBSW Over Time
Shares Held
Position Value (USD)
Position in Other Precious Metals & Mining
Basic Materials · as of Jun 30, 2026Goehring & Rozencwajg Associates, LLC holds $40,736,613 across 2 Other Precious Metals & Mining names. SBSW ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBSW |
Sibanye Stillwater Ltd
This page
|
4,580,794 | $38,890,941 | |
| 2 | TFPM |
Triple Flag Precious Metals Corp.
|
61,584 | $1,845,672 |
All Filings in SBSW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,890,941 | 4,580,794 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $52,607,250 | 4,270,069 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $50,440,440 | 3,539,680 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,766,737 | 3,360,030 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $24,178,632 | 3,348,841 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,593,671 | 2,749,710 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,756,484 | 2,653,480 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||