Goehring & Rozencwajg Associates, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Goehring & Rozencwajg Associates, LLC held in its portfolio 43 assets valued at $1,009,385,873 (i.e. $1.01B).
The most valuable assets in the portfolio included: RANGE RES CORP ($70.63M), SEADRILL LTD ($66.42M), and CANADIAN NAT RES LTD ($64.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Goehring & Rozencwajg Associates, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| RANGE RES CORP | 2003101 | 70629341 | COM |
| SEADRILL LTD | 1919681 | 66420963 | COM |
| CANADIAN NAT RES LTD | 1902413 | 64444171 | COM |
| CAMECO CORP | 682952 | 62483278 | COM |
| VALARIS LTD | 1062070 | 53528328 | CL A |
| NUTRIEN LTD | 825437 | 50945972 | COM |
| SIBANYE STILLWATER LTD | 3539680 | 50440440 | SPONSORED ADR |
| EQT CORP | 845710 | 45330056 | COM |
| CENTRUS ENERGY CORP | 171114 | 41539635 | CL A |
| ANTERO RESOURCES CORP | 1183620 | 40787545 | COM |
| NOBLE CORP PLC | 1426054 | 40271765 | ORD SHS A |
| SLB LIMITED | 936962 | 35960602 | COM STK |
| ALAMOS GOLD INC NEW | 780651 | 30117516 | COM CL A |
| IVANHOE ELECTRIC INC | 1787897 | 28570594 | COM |
| CORE NATURAL RESOURCES INC | 302720 | 26793747 | COM SHS |
| URANIUM ENERGY CORP | 1821094 | 21270378 | COM |
| EQUINOX GOLD CORP | 1464761 | 20588196 | COM |
| EXPAND ENERGY CORPORATION | 165368 | 18250012 | COM |
| ENERGY FUELS INC | 1229408 | 17875592 | COM NEW |
| HUDBAY MINERALS INC | 824951 | 16380002 | COM |
| ALPHA METALLURGICAL RESOUR I | 78895 | 15769533 | COM |
| COMSTOCK RES INC | 639289 | 14818719 | COM |
| MATADOR RES CO | 344138 | 14605217 | COM |
| NEXGEN ENERGY LTD | 1518939 | 13974239 | COM |
| OCEANEERING INTL INC | 568734 | 13666678 | COM |
| SKEENA RES LTD NEW | 562975 | 13372912 | COM |
| DIAMONDBACK ENERGY INC | 85243 | 12814580 | COM |
| FREEPORT-MCMORAN INC | 237584 | 12066891 | CL B |
| MOSAIC CO NEW | 451046 | 10865698 | COM |
| DENISON MINES CORP | 3952752 | 10514320 | COM |
| ORLA MNG LTD NEW | 777949 | 10464106 | COM |
| PAN AMERN SILVER CORP | 175080 | 9070895 | COM |
| NOVAGOLD RES INC | 799826 | 7454378 | COM NEW |
| PERMIAN RESOURCES CORP | 449235 | 7169791 | CLASS A COM |
| CIVITAS RESOURCES INC | 256605 | 6951429 | COM NEW |
| BORR DRILLING LTD | 1623163 | 6541347 | SHS |
| TRILOGY METALS INC NEW | 1408204 | 6104740 | COM |
| INTREPID POTASH INC | 219316 | 6081633 | COM |
| UR-ENERGY INC | 3467921 | 4820410 | COM |
| CALEDONIA MNG CORP PLC | 165304 | 4326006 | SHS NEW |
| ENCORE ENERGY CORP | 1227255 | 3043592 | COM NEW |
| TRIPLE FLAG PRECIOUS METAL | 68022 | 2260626 | COM |
| SUNCOR ENERGY INC NEW | 727381 | 0 | COM |
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