Institutions / Goehring & Rozencwajg Associates, LLC
Goehring & Rozencwajg Associates, LLC
CIK 1863154 · Institution · as of Dec 31, 2025
Portfolio value
$1.01B
Positions
43
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 43 →
| Company | Value | % of portfolio |
|---|---|---|
| Range Resources Corp | $70.63M | 7.0% |
| SEADRILL Ltd | $66.42M | 6.6% |
| Canadian Nat Res Ltd | $64.44M | 6.4% |
| Cameco Corp | $62.48M | 6.2% |
| Valaris Ltd | $53.53M | 5.3% |
| Nutrien Ltd | $50.95M | 5.0% |
| Sibanye Stillwater LimitedSBSW | $50.44M | 5.0% |
| EQT Corp | $45.33M | 4.5% |
| Centrus Energy Corp | $41.54M | 4.1% |
| ANTERO RESOURCES Corp | $40.79M | 4.0% |
| Noble Corp plc | $40.27M | 4.0% |
| Slb LIMITED/NV | $35.96M | 3.6% |
| Alamos Gold Inc New | $30.12M | 3.0% |
| Ivanhoe Electric IncIE | $28.57M | 2.8% |
| Core Natural Resources, Inc. | $26.79M | 2.7% |
| Uranium Energy Corp | $21.27M | 2.1% |
| Equinox Gold Corp | $20.59M | 2.0% |
| EXPAND ENERGY Corp | $18.25M | 1.8% |
| Energy Fuels Inc/Canada | $17.88M | 1.8% |
| Hudbay Minerals Inc. | $16.38M | 1.6% |
| Alpha Metallurgical Resources, Inc. | $15.77M | 1.6% |
| Comstock Resources IncCRK | $14.82M | 1.5% |
| Matador Resources Co | $14.61M | 1.4% |
| Nexgen Energy Ltd | $13.97M | 1.4% |
| Oceaneering International Inc | $13.67M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.