Goehring & Rozencwajg Associates
$1.7B 13F equity value
43 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Goehring & Rozencwajg Associates covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CNQ | CANADIAN NAT RES LTD MED TER | 3,043,255 | $120M | 6.9% |
| SLB | SLB LIMITED | 2,454,873 | $114M | 6.6% |
| RRC | RANGE RES CORP | 2,920,613 | $109M | 6.2% |
| SU | SUNCOR ENERGY INC NEW | 1,974,700 | $106M | 6.1% |
| VAL | VALARIS LTD | 1,413,542 | $103M | 5.9% |
| SDRL | SEADRILL LTD | 2,636,666 | $100M | 5.7% |
| AMR | ALPHA METALLURGICAL RESOUR I | 564,714 | $93M | 5.4% |
| NTR | NUTRIEN LTD | 1,455,019 | $92M | 5.3% |
| CCJ | CAMECO CORP | 893,328 | $91M | 5.2% |
| CNR | CORE NATURAL RESOURCES INC | 1,100,977 | $88M | 5.1% |
Track Goehring & Rozencwajg Associates's 13F portfolio: $1.7B in reported holdings, 43 positions. Top holdings and quarterly changes on SentiSense.
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