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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
Q2 		$9.76M Buy
297,866
+30,769
+12% +$1.17M 0.56% 31
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goehring & Rozencwajg Associates's IPI Position: Q2 2026 in Review

Goehring & Rozencwajg Associates increased its Intrepid Potash (IPI) stake by 12% in Q2 2026, buying an estimated $1.17M and bringing the position to 297,866 shares worth $9.76M. The position accounts for 0.56% of the portfolio, ranked #31.

Goehring & Rozencwajg Associates first reported a position in IPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.4M in Q1 2026. 153 funds tracked by Wall St. Rank hold IPI as of Q2 2026.

  • Goehring & Rozencwajg Associates held 297,866 shares of Intrepid Potash worth $9.76M as of Q2 2026.
  • Goehring & Rozencwajg Associates bought 30,769 Intrepid Potash shares in Q2 2026, an estimated $1.17M.
  • Intrepid Potash made up 0.56% of Goehring & Rozencwajg Associates's portfolio in Q2 2026, its #31 holding.
  • Goehring & Rozencwajg Associates first reported a position in Intrepid Potash in Q4 2022 and has held it in 15 quarters since.
  • Goehring & Rozencwajg Associates's Intrepid Potash position peaked at $11.4M in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2026.

Based on Goehring & Rozencwajg Associates's 13F filing for Q2 2026, filed 5 Aug 2026.