Goehring & Rozencwajg Associates, LLC
Q2 2026 13F filing
Updated 36 days ago41 disclosed positions worth $1.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CNQ CANADIAN NAT RES LTD MED TER | $120.3M | 3.04M | 6.92% | Added(+7.6%) |
| 2 | R RPRX SLB LIMITED | $114.1M | 2.45M | 6.56% | Added(+6.8%) |
| 3 | R RRC RANGE RES CORP | $108.6M | 2.92M | 6.25% | Added(+7.3%) |
| 4 | S SU SUNCOR ENERGY INC NEW | $106.1M | 1.97M | 6.10% | Added(+7.3%) |
| 5 | V VAL-WT VALARIS LTD | $102.6M | 1.41M | 5.90% | Added(+7.1%) |
| 6 | S SDRL SEADRILL LTD | $99.7M | 2.64M | 5.74% | Added(+7.6%) |
| 7 | A AMR ALPHA METALLURGICAL RESOUR I | $93.1M | 564.7K | 5.36% | Added(+133.3%) |
| 8 | N NTR NUTRIEN LTD | $91.6M | 1.46M | 5.27% | Added(+77.0%) |
| 9 | C CCJ CAMECO CORP | $91M | 893.3K | 5.23% | Added(+6.8%) |
| 10 | ? N/A CORE NATURAL RESOURCES INC | $88.1M | 1.10M | 5.07% | Added(+55.5%) |
| 11 | H HCC WARRIOR MET COAL INC | $77.2M | 951.0K | 4.44% | Added(+59.0%) |
| 12 | N NE-WT NOBLE CORP PLC | $74.1M | 1.99M | 4.26% | Added(+8.0%) |
| 13 | E EQT EQT CORP | $66M | 1.24M | 3.79% | Added(+7.0%) |
| 14 | A AR ANTERO RESOURCES CORP | $60.9M | 1.73M | 3.50% | Added(+7.1%) |
| 15 | S SBYSF SIBANYE STILLWATER LTD | $38.9M | 4.58M | 2.24% | Added(+7.3%) |
| 16 | L LEU CENTRUS ENERGY CORP | $36.4M | 216.8K | 2.09% | Added(+7.3%) |
| 17 | P PR PERMIAN RESOURCES CORP | $35.2M | 1.91M | 2.03% | Added(+5.5%) |
| 18 | C CHRD CHORD ENERGY CORPORATION | $35.1M | 307.0K | 2.02% | Added(+8.3%) |
| 19 | O OII OCEANEERING INTL INC | $31.4M | 775.5K | 1.81% | Added(+8.7%) |
| 20 | U UEC URANIUM ENERGY CORP | $25.1M | 2.36M | 1.45% | Added(+7.1%) |
| 21 | M MOS MOSAIC CO | $25M | 1.18M | 1.44% | Added(+27.8%) |
| 22 | M MTDR MATADOR RES CO | $24M | 482.2K | 1.38% | Added(+5.3%) |
| 23 | U UUUU ENERGY FUELS INC | $23.1M | 1.59M | 1.33% | Added(+7.1%) |
| 24 | I IE IVANHOE ELECTRIC INC | $21.8M | 2.27M | 1.25% | Added(+7.2%) |
| 25 | E EXE EXPAND ENERGY CORPORATION | $21.7M | 237.8K | 1.25% | Added(+5.3%) |
| 26 | F FANG DIAMONDBACK ENERGY INC | $21M | 119.6K | 1.21% | Added(+5.4%) |
| 27 | N NXE NEXGEN ENERGY LTD | $18.4M | 1.96M | 1.06% | Added(+8.5%) |
| 28 | D DNN DENISON MINES CORP | $15.7M | 5.12M | 0.90% | Added(+8.4%) |
| 29 | C CRK COMSTOCK RES INC | $13.5M | 907.3K | 0.78% | Added(+5.3%) |
| 30 | S SM SM ENERGY COMPANY | $13.4M | 513.4K | 0.77% | Added(+5.3%) |
| 31 | I IPI INTREPID POTASH INC | $9.8M | 297.9K | 0.56% | Added(+11.5%) |
| 32 | B BORR BORR DRILLING LTD | $9.2M | 2.24M | 0.53% | Added(+5.6%) |
| 33 | T TMQ TRILOGY METALS INC NEW | $6.2M | 1.78M | 0.36% | Added(+2.7%) |
| 34 | U URG UR-ENERGY INC | $6M | 4.38M | 0.34% | Added(+3.1%) |
| 35 | N NG NOVAGOLD RESOURCES INC | $4.2M | 710.7K | 0.24% | Added(+2.6%) |
| 36 | C CMCL CALEDONIA MNG CORP | $3M | 156.9K | 0.17% | Added(+2.4%) |
| 37 | E EU ENCORE ENERGY CORP | $2M | 1.51M | 0.11% | Added(+3.0%) |
| 38 | T TFPM TRIPLE FLAG PRECIOUS METAL | $1.8M | 61.6K | 0.11% | Added(+2.2%) |
| 39 | O ORLA ORLA MNG LTD NEW | $1.6M | 165.2K | 0.09% | Added(+2.2%) |
| 40 | F FCX FREEPORT MCMORAN INC | $1.4M | 21.9K | 0.08% | Trimmed(-82.2%) |
| 41 | T TDGMW TIDEWATER INC NEW | $261K | 3.9K | 0.01% | Unchanged |