GRA
SKE

Goehring & Rozencwajg Associates’s Skeena Resources SKE Stock Holding History

Goehring & Rozencwajg Associates’s Portfolio SKE Stock Details SKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-562,975
Closed -$13.4M – 47
2025
Q4 		$13.4M Sell
562,975
-311,847
-36% -$6.15M 1.32% 26
2025
Q3 		$16.1M Buy
874,822
+4,669
+0.5% +$76.4K 1.94% 18
2025
Q2 		$13.9M Sell
870,153
-295,214
-25% -$3.72M 2.12% 15
2025
Q1 		$12.6M Sell
1,165,367
-339,800
-23% -$3.42M 2.28% 14
2024
Q4 		$13.3M Sell
1,505,167
-36,637
-2% -$333K 2.74% 12
2024
Q3 		$13.1M Buy
1,541,804
+71,204
+5% +$515K 2.67% 12
2024
Q2 		$7.89M Buy
1,470,600
+273,300
+23% +$1.29M 1.57% 25
2024
Q1 		$5.51M Buy
1,197,300
+857,220
+252% +$3.62M 1.19% 31
2023
Q4 		$1.66M Buy
340,080
+11,085
+3% +$46.7K 0.4% 46
2023
Q3 		$1.51M Buy
328,995
+10,400
+3% +$50.5K 0.37% 46
2023
Q2 		$1.54M Buy
318,595
+31,700
+11% +$186K 0.44% 46
2023
Q1 		$1.76M Buy
286,895
+12,830
+5% +$73.9K 0.6% 43
2022
Q4 		$1.46M Buy
+274,065
New +$1.39M 0.52% 43

Other funds holding SKE

HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ORP
Orion Resource Partners New York $219M AUM 85.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Bornite Capital Management New York $795M AUM 60.32% 1-Year Est. Return

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

Goehring & Rozencwajg Associates sold out of Skeena Resources (SKE) in Q1 2026, closing a stake of 562,975 shares — an estimated $13.4M sold.

Goehring & Rozencwajg Associates first reported a position in SKE in Q4 2022 and held it in 13 quarters. The position peaked at $16.1M in Q3 2025. 140 funds tracked by Wall St. Rank hold SKE as of Q1 2026.

  • Goehring & Rozencwajg Associates reported no remaining Skeena Resources position as of Q1 2026 after selling out during the quarter.
  • Goehring & Rozencwajg Associates sold 562,975 Skeena Resources shares in Q1 2026, an estimated $13.4M.
  • Goehring & Rozencwajg Associates first reported a position in Skeena Resources in Q4 2022 and held it in 13 quarters.
  • Goehring & Rozencwajg Associates's Skeena Resources position peaked at $16.1M in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Skeena Resources as of Q1 2026.

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