Home › Goehring & Rozencwajg Associates, LLC

Goehring & Rozencwajg Associates, LLC 13F holdings

Filed 2026-08-05 · Goehring & Rozencwajg Associates, LLC · 41 positions · $1.7B

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
CNQCANADIAN NAT RES LTD MED TER3.0M$120.3M6.9%
SLBSLB LIMITED2.5M$114.1M6.6%
RRCRANGE RES CORP2.9M$108.6M6.2%
SUSUNCOR ENERGY INC NEW2.0M$106.1M6.1%
—VALARIS LTD1.4M$102.6M5.9%
—SEADRILL LTD2.6M$99.7M5.7%
AMRALPHA METALLURGICAL RESOUR I564.7K$93.1M5.4%
NTRNUTRIEN LTD1.5M$91.6M5.3%
CCJCAMECO CORP893.3K$91.0M5.2%
CNRCORE NATURAL RESOURCES INC1.1M$88.1M5.1%
HCCWARRIOR MET COAL INC951.0K$77.2M4.4%
—NOBLE CORP PLC2.0M$74.1M4.3%
EQTEQT CORP1.2M$66.0M3.8%
ARANTERO RESOURCES CORP1.7M$60.9M3.5%
SBSWSIBANYE STILLWATER LTD4.6M$38.9M2.2%
LEUCENTRUS ENERGY CORP216.8K$36.4M2.1%
PRPERMIAN RESOURCES CORP1.9M$35.2M2.0%
CHRDCHORD ENERGY CORPORATION307.0K$35.1M2.0%
OIIOCEANEERING INTL INC775.5K$31.4M1.8%
UECURANIUM ENERGY CORP2.4M$25.1M1.4%
MOSMOSAIC CO1.2M$25.0M1.4%
MTDRMATADOR RES CO482.2K$24.0M1.4%
UUUUENERGY FUELS INC1.6M$23.1M1.3%
IEIVANHOE ELECTRIC INC2.3M$21.8M1.3%
CHTREXPAND ENERGY CORPORATION237.8K$21.7M1.2%
FANGDIAMONDBACK ENERGY INC119.6K$21.0M1.2%
NXENEXGEN ENERGY LTD2.0M$18.4M1.1%
DNNDENISON MINES CORP5.1M$15.7M0.9%
CRKCOMSTOCK RES INC907.3K$13.5M0.8%
SMSM ENERGY COMPANY513.4K$13.4M0.8%
IPIINTREPID POTASH INC297.9K$9.8M0.6%
—BORR DRILLING LTD2.2M$9.2M0.5%
TMQTRILOGY METALS INC NEW1.8M$6.2M0.4%
URGUR-ENERGY INC4.4M$6.0M0.3%
NGNOVAGOLD RESOURCES INC710.7K$4.2M0.2%
—CALEDONIA MNG CORP156.9K$3.0M0.2%
EUENCORE ENERGY CORP1.5M$2.0M0.1%
TFPMTRIPLE FLAG PRECIOUS METAL61.6K$1.8M0.1%
—ORLA MNG LTD NEW165.2K$1.6M0.1%
FCXFREEPORT MCMORAN INC21.9K$1.4M0.1%
TDWTIDEWATER INC NEW3.9K$260,7900.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}