Holdings
Goehring & Rozencwajg Resources Fund
As of May 31, 2026, Goehring & Rozencwajg Resources Fund reported 76 positions worth US$1.04B. Largest: Canadian Natural Resources Limited, Slb Limited and Suncor Energy Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Canadian Natural Resources Limited | 1.37M | US$62.4M | +27,979 | May 31, 2026 |
| Slb Limited | 1.03M | US$56M | no change | May 31, 2026 |
| Suncor Energy Inc. | 882K | US$55.1M | −88,702 | May 31, 2026 |
| Valaris Limited | 584K | US$54.1M | +11,343 | May 31, 2026 |
| Seadrill Limited | 1.09M | US$51.3M | +21,828 | May 31, 2026 |
| Alpha Metallurgical Resources, Inc. | 258K | US$51.3M | +147K | May 31, 2026 |
| Core Natural Resources, Inc. | 508K | US$44.9M | +174K | May 31, 2026 |
| Range Resources Corporation | 1.14M | US$44.6M | +22,426 | May 31, 2026 |
| Valterra Platinum Limited | 511K | US$42.3M | −95,536 | May 31, 2026 |
| Warrior Met Coal, Inc. | 442K | US$41.8M | new | May 31, 2026 |