Goehring & Rozencwajg Associates, LLC
All holdings · as of Dec 31, 2025
| 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% |
| SKEENA RES LTD NEW | $13.37M | 1.3% |
| Diamondback Energy, Inc. | $12.81M | 1.3% |
| FREEPORT-MCMORAN INC | $12.07M | 1.2% |
| Mosaic Co/The | $10.87M | 1.1% |
| DENISON MINES CORP. | $10.51M | 1.0% |
| ORLA MNG LTD NEW | $10.46M | 1.0% |
| PAN AMERN SILVER CORP | $9.07M | 0.9% |
| NOVAGOLD RESOURCES INCNG | $7.45M | 0.7% |
| Permian Resources Corp | $7.17M | 0.7% |
| Civitas Resources, Inc.CIVI | $6.95M | 0.7% |
| BORR DRILLING LTD | $6.54M | 0.6% |
| Trilogy Metals Inc.TMQ | $6.10M | 0.6% |
| Intrepid Potash, Inc. | $6.08M | 0.6% |
| UR-ENERGY INC | $4.82M | 0.5% |
| CALEDONIA MNG CORP PLC | $4.33M | 0.4% |
| enCore Energy Corp. | $3.04M | 0.3% |
| TRIPLE FLAG PRECIOUS METAL | $2.26M | 0.2% |
| SUNCOR ENERGY INC NEW | $0 | 0.0% |