Goehring & Rozencwajg Associates
$1.9B Assets Reported
47 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CNQ | CANADIAN NAT RES LTD MED TER | 2,827,853 | $138M | 7.4% |
| VAL | VALARIS LTD | 1,319,351 | $129M | 7.0% |
| RRC | RANGE RES CORP | 2,721,749 | $123M | 6.6% |
| SU | SUNCOR ENERGY INC NEW | 1,840,155 | $122M | 6.5% |
| SLB | SLB LIMITED | 2,298,550 | $118M | 6.3% |
| SDRL | SEADRILL LTD | 2,449,565 | $111M | 6.0% |
| CCJ | CAMECO CORP | 836,431 | $91M | 4.9% |
| NE | NOBLE CORP PLC | 1,841,206 | $90M | 4.9% |
| CNR | CORE NATURAL RESOURCES INC | 708,225 | $74M | 4.0% |
| EQT | EQT CORP | 1,159,203 | $74M | 4.0% |
Track Goehring & Rozencwajg Associates's 13F portfolio: $1.9B in reported holdings, 47 positions. Top holdings, AUM, and quarterly changes on SentiSense.