Holdings
Goehring & Rozencwajg Associates, LLC
As of Jun 30, 2026, Goehring & Rozencwajg Associates, LLC reported 38 positions worth US$1.55B. Largest: Canadian Natural Resources Limited, Range Resources Corporation and Suncor Energy Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Canadian Natural Resources Limited | 3.04M | US$120M | +215K | Jun 30, 2026 |
| Range Resources Corporation | 2.92M | US$109M | +199K | Jun 30, 2026 |
| Suncor Energy Inc. | 1.97M | US$106M | +135K | Jun 30, 2026 |
| Valaris Limited | 1.41M | US$103M | +94,191 | Jun 30, 2026 |
| Seadrill Limited | 2.64M | US$99.7M | +187K | Jun 30, 2026 |
| Alpha Metallurgical Resources, Inc. | 565K | US$93.1M | +323K | Jun 30, 2026 |
| Nutrien Ltd. | 1.46M | US$91.6M | +633K | Jun 30, 2026 |
| Cameco Corporation | 893K | US$91M | +56,897 | Jun 30, 2026 |
| Core Natural Resources, Inc. | 1.1M | US$88.1M | +393K | Jun 30, 2026 |
| Warrior Met Coal, Inc. | 951K | US$77.2M | +353K | Jun 30, 2026 |