EdgeMarket › What Goehring & Rozencwajg Associates, Llc reported owning
What Goehring & Rozencwajg Associates, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.9BPositions
43Quarter
2026-03-31Shown below
43largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CNQ CANADIAN NATURAL RESOURCES Ltd | 137.9M | 7.4% | 2.8M | 51.40 | +73.5% |
| VAL Valaris Ltd | 129.3M | 7.0% | 1.3M | 87.76 | +94.9% |
| RRC RANGE RESOURCES CORP | 123.0M | 6.6% | 2.7M | 41.06 | +24.1% |
| SU SUNCOR ENERGY INC | 121.7M | 6.5% | 1.8M | 68.42 | +77.3% |
| SLB SLB LIMITED/NV | 118.1M | 6.3% | 2.3M | 53.87 | +61.5% |
| SDRL SEADRILL Ltd | 111.5M | 6.0% | 2.4M | 47.29 | +62.0% |
| CCJ CAMECO CORP | 90.8M | 4.9% | 836.4K | 102.51 | +45.5% |
| NE Noble Corp plc | 90.3M | 4.9% | 1.8M | 46.27 | +73.9% |
| CNR Core Natural Resources, Inc. | 74.2M | 4.0% | 708.2K | 95.13 | +37.2% |
| EQT EQT Corp | 73.8M | 4.0% | 1.2M | 53.72 | +4.6% |
| AR ANTERO RESOURCES Corp | 68.6M | 3.7% | 1.6M | 37.94 | +24.1% |
| NTR Nutrien Ltd. | 62.1M | 3.3% | 822.3K | 75.27 | +32.0% |
| HCC WARRIOR MET COAL, INC. | 55.7M | 3.0% | 598.1K | 106.73 | +84.9% |
| SBSW Sibanye Stillwater Ltd | 52.6M | 2.8% | 4.3M | 12.58 | +57.6% |
| AMR Alpha Metallurgical Resources, Inc. | 49.7M | 2.7% | 242.0K | 210.01 | +50.6% |
| CHRD Chord Energy Corp | 40.3M | 2.2% | 283.5K | 147.85 | +44.1% |
| PR Permian Resources Corp | 38.7M | 2.1% | 1.8M | 23.75 | +78.4% |
| LEU CENTRUS ENERGY CORP | 35.1M | 1.9% | 202.1K | 186.26 | +5.8% |
| AGI ALAMOS GOLD INC | 30.5M | 1.6% | 686.6K | 37.86 | +42.8% |
| UEC URANIUM ENERGY CORP | 29.7M | 1.6% | 2.2M | 12.76 | +35.9% |
| MTDR Matador Resources Co | 28.9M | 1.6% | 457.9K | 58.38 | +26.3% |
| UUUU ENERGY FUELS INC | 27.1M | 1.5% | 1.5M | 15.14 | +77.5% |
| OII OCEANEERING INTERNATIONAL INC | 25.3M | 1.4% | 713.6K | 53.00 | +135.1% |
| IE Ivanhoe Electric Inc. | 25.0M | 1.3% | 2.1M | 11.27 | +25.2% |
| EXE EXPAND ENERGY Corp | 24.8M | 1.3% | 225.9K | 96.09 | +2.2% |
| MOS MOSAIC CO | 23.5M | 1.3% | 922.3K | 24.41 | -24.8% |
| FANG Diamondback Energy, Inc. | 22.4M | 1.2% | 113.5K | 210.72 | +52.8% |
| NXE NexGen Energy Ltd. | 21.0M | 1.1% | 1.8M | 10.86 | +68.1% |
| EQX Equinox Gold Corp. | 18.5M | 1.0% | 1.3M | 13.53 | +74.6% |
| CRK COMSTOCK RESOURCES INC | 18.2M | 1.0% | 861.9K | 14.22 | -7.7% |
| DNN DENISON MINES CORP. | 16.7M | 0.9% | 4.7M | 3.50 | +82.3% |
| SM SM Energy Co | 15.2M | 0.8% | 487.7K | 37.20 | +45.8% |
| BORR Borr Drilling Ltd | 12.2M | 0.7% | 2.1M | 4.50 | +89.1% |
| IPI Intrepid Potash, Inc. | 11.4M | 0.6% | 267.1K | 38.98 | +41.3% |
| FCX FREEPORT-MCMORAN INC | 7.2M | 0.4% | 123.3K | 76.66 | +85.6% |
| URG UR-ENERGY INC | 6.3M | 0.3% | 4.3M | 1.42 | +20.3% |
| TMQ Trilogy Metals Inc. | 6.2M | 0.3% | 1.7M | 3.96 | +140.0% |
| NG NOVAGOLD RESOURCES INC | 6.2M | 0.3% | 692.7K | 8.72 | +47.3% |
| CMCL Caledonia Mining Corp Plc | 3.5M | 0.2% | 153.3K | 24.77 | +0.9% |
| EU enCore Energy Corp. | 2.6M | 0.1% | 1.5M | 1.20 | -43.8% |
| ORLA Orla Mining Ltd. | 2.6M | 0.1% | 161.6K | 9.44 | -4.2% |
| TFPM Triple Flag Precious Metals Corp. | 2.1M | 0.1% | 60.3K | 33.79 | +33.6% |
| TDW TIDEWATER INC | 327.0K | 0.0% | 3.9K | 95.25 | +70.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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