Goehring & Rozencwajg Associates, LLC

Position in TFPM — Triple Flag Precious Metals Corp.

CIK 1863154 NEW YORK, NY

Position in TFPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,845,672

-$246,334 QoQ

Shares Held

61,584

+2.2% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#76

of 223 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Basic Materials · as of Jun 30, 2026

Goehring & Rozencwajg Associates, LLC holds $40,736,613 across 2 Other Precious Metals & Mining names. TFPM ranks #2 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SBSW	Sibanye Stillwater Ltd	4,580,794	$38,890,941
2	TFPM	Triple Flag Precious Metals Corp. This page	61,584	$1,845,672

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,845,672	61,584	+2.2%	Shares	Sole	2026-08-05
2026-03-31	$2,092,006	60,271	-11.4%	Shares	Sole	2026-05-05
2025-12-31	$2,259,690	68,022	-32.5%	Shares	Sole	2026-02-13
2025-09-30	$2,947,184	100,724	+0.6%	Shares	Sole	2025-11-10
2025-06-30	$2,371,084	100,088	-1.7%	Shares	Sole	2025-08-12
2025-03-31	$1,950,542	101,856	+2.2%	Shares	Sole	2025-04-29
2024-12-31	$1,498,826	99,656	-7.4%	Shares	Sole	2025-01-28
2024-09-30	$1,742,116	107,671	+6.8%	Shares	Sole	2024-11-13
2024-06-30	$1,561,950	100,771	+9.9%	Shares	Sole	2024-08-12
2024-03-31	$1,324,645	91,671	+7.0%	Shares	Sole	2024-05-13
2023-12-31	$1,140,281	85,671	+3.0%	Shares	Sole	2024-02-14
2023-09-30	$1,087,437	83,201	+3.0%	Shares	Sole	2023-11-14
2023-06-30	$1,113,162	80,781	+10.3%	Shares	Sole	2023-08-14
2023-03-31	$1,094,653	73,221	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.