Goehring & Rozencwajg Associates’s Noble Corp NE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$90.3M	Buy	1,841,206 +415,152	+29%	+$17M	4.85%	8
2025 Q4	$40.3M	Buy	1,426,054 +344,419	+32%	+$10.2M	3.99%	11
2025 Q3	$30.6M	Buy	1,081,635 +699,395	+183%	+$19.8M	3.68%	11
2025 Q2	$10.1M	Sell	382,240 -22,270	-6%	-$535K	1.55%	22
2025 Q1	$10.1M	Buy	404,510 +34,018	+9%	+$974K	1.83%	21
2024 Q4	$10.7M	Sell	370,492 -24,799	-6%	-$821K	2.21%	18
2024 Q3	$14.3M	Buy	395,291 +227,538	+136%	+$9.17M	2.91%	10
2024 Q2	$7.49M	Sell	167,753 -4,325	-3%	-$200K	1.49%	27
2024 Q1	$8.34M	Buy	172,078 +24,083	+16%	+$1.08M	1.81%	24
2023 Q4	$7.13M	Sell	147,995 -11,879	-7%	-$555K	1.72%	24
2023 Q3	$8.09M	Buy	159,874 +4,945	+3%	+$252K	1.98%	18
2023 Q2	$6.4M	Buy	154,929 +11,675	+8%	+$449K	1.84%	20
2023 Q1	$5.65M	Buy	143,254 +9,660	+7%	+$387K	1.93%	22
2022 Q4	$5.03M	Buy	+133,594	New	+$4.75M	1.79%	22