CIK 1863154
Goehring & Rozencwajg Associates, LLC
Institutional 13F holdings & portfolio
Holdings
43
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–43 of 43
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RRC | RANGE RES CORP | 2.0M | $1M+ | SH |
| SDRL | SEADRILL LTD | 1.9M | $1M+ | SH |
| CNQ | CANADIAN NAT RES LTD | 1.9M | $1M+ | SH |
| CCJ | CAMECO CORP | 683K | $1M+ | SH |
| VAL | VALARIS LTD | 1.1M | $1M+ | SH |
| NTR | NUTRIEN LTD | 825K | $1M+ | SH |
| SBSW | SIBANYE STILLWATER LTD | 3.5M | $1M+ | SH |
| EQT | EQT CORP | 846K | $1M+ | SH |
| LEU | CENTRUS ENERGY CORP | 171K | $1M+ | SH |
| AR | ANTERO RESOURCES CORP | 1.2M | $1M+ | SH |
| NE | NOBLE CORP PLC | 1.4M | $1M+ | SH |
| SLB | SLB LIMITED | 937K | $1M+ | SH |
| AGI | ALAMOS GOLD INC NEW | 781K | $1M+ | SH |
| IE | IVANHOE ELECTRIC INC | 1.8M | $1M+ | SH |
| CNR | CORE NATURAL RESOURCES INC | 303K | $1M+ | SH |
| UEC | URANIUM ENERGY CORP | 1.8M | $1M+ | SH |
| EQX | EQUINOX GOLD CORP | 1.5M | $1M+ | SH |
| EXE | EXPAND ENERGY CORPORATION | 165K | $1M+ | SH |
| UUUU | ENERGY FUELS INC | 1.2M | $1M+ | SH |
| HBM | HUDBAY MINERALS INC | 825K | $1M+ | SH |
| AMR | ALPHA METALLURGICAL RESOUR I | 79K | $1M+ | SH |
| CRK | COMSTOCK RES INC | 639K | $1M+ | SH |
| MTDR | MATADOR RES CO | 344K | $1M+ | SH |
| NXE | NEXGEN ENERGY LTD | 1.5M | $1M+ | SH |
| OII | OCEANEERING INTL INC | 569K | $1M+ | SH |
| SKE | SKEENA RES LTD NEW | 563K | $1M+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 85K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 238K | $1M+ | SH |
| MOS | MOSAIC CO NEW | 451K | $1M+ | SH |
| DNN | DENISON MINES CORP | 4.0M | $1M+ | SH |
| ORLA | ORLA MNG LTD NEW | 778K | $1M+ | SH |
| PAAS | PAN AMERN SILVER CORP | 175K | $1M+ | SH |
| NG | NOVAGOLD RES INC | 800K | $1M+ | SH |
| PR | PERMIAN RESOURCES CORP | 449K | $1M+ | SH |
| CIVI | CIVITAS RESOURCES INC | 257K | $1M+ | SH |
| BORR | BORR DRILLING LTD | 1.6M | $1M+ | SH |
| TMQ | TRILOGY METALS INC NEW | 1.4M | $1M+ | SH |
| IPI | INTREPID POTASH INC | 219K | $1M+ | SH |
| URG | UR-ENERGY INC | 3.5M | $1M+ | SH |
| CMCL | CALEDONIA MNG CORP PLC | 165K | $1M+ | SH |
| EU | ENCORE ENERGY CORP | 1.2M | $1M+ | SH |
| TFPM | TRIPLE FLAG PRECIOUS METAL | 68K | $1M+ | SH |
| SU | SUNCOR ENERGY INC NEW | 727K | N/A | SH |