Goehring & Rozencwajg Associates’s Intrepid Potash IPI Stock Holding History

Goehring & Rozencwajg Associates’s Portfolio IPI Stock Details IPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.4M	Buy	267,097 +47,781	+22%	+$1.72M	0.61%	34
2025 Q4	$6.08M	Buy	219,316 +11,084	+5%	+$298K	0.6%	38
2025 Q3	$6.37M	Buy	208,232 +707	+0.3%	+$22.2K	0.77%	34
2025 Q2	$7.41M	Sell	207,525 -6,452	-3%	-$220K	1.13%	29
2025 Q1	$6.21M	Buy	213,977 +4,615	+2%	+$122K	1.12%	32
2024 Q4	$4.8M	Buy	209,362 +1,272	+0.6%	+$32K	0.99%	34
2024 Q3	$4.99M	Buy	208,090 +14,266	+7%	+$339K	1.02%	35
2024 Q2	$4.54M	Buy	193,824 +19,200	+11%	+$442K	0.9%	37
2024 Q1	$3.64M	Buy	174,624 +12,600	+8%	+$251K	0.79%	42
2023 Q4	$3.87M	Buy	162,024 +5,270	+3%	+$111K	0.94%	35
2023 Q3	$3.94M	Buy	156,754 +5,125	+3%	+$131K	0.97%	34
2023 Q2	$3.44M	Buy	151,629 +15,015	+11%	+$340K	0.99%	36
2023 Q1	$3.77M	Buy	136,614 +7,613	+6%	+$232K	1.29%	30
2022 Q4	$3.73M	Buy	+129,001	New	+$4.78M	1.32%	28

Other funds holding IPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCCM

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

Goehring & Rozencwajg Associates's IPI Position: Q1 2026 in Review

Goehring & Rozencwajg Associates increased its Intrepid Potash (IPI) stake by 22% in Q1 2026, buying an estimated $1.72M and bringing the position to 267,097 shares worth $11.4M. The position accounts for 0.61% of the portfolio, ranked #34.

Goehring & Rozencwajg Associates first reported a position in IPI in Q4 2022 and has held it in 14 quarters since. 162 funds tracked by Wall St. Rank hold IPI as of Q1 2026.

Goehring & Rozencwajg Associates held 267,097 shares of Intrepid Potash worth $11.4M as of Q1 2026.
Goehring & Rozencwajg Associates bought 47,781 Intrepid Potash shares in Q1 2026, an estimated $1.72M.
Intrepid Potash made up 0.61% of Goehring & Rozencwajg Associates's portfolio in Q1 2026, its #34 holding.
Goehring & Rozencwajg Associates first reported a position in Intrepid Potash in Q4 2022 and has held it in 14 quarters since.
162 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2026.

Based on Goehring & Rozencwajg Associates's 13F filing for Q1 2026, filed 5 May 2026.