account_balance
Investment manager · 13F filer · SEC CIK 1863154
Goehring & Rozencwajg Associates, LLC
Reported value$1.74Bas of Jun 30, 2026
Positions41 0 new, 2 sold out
Top 10 weight58%CNQ alone is 7%
FiledAug 536 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CNQ
Canadian Nat Res Ltd Med Ter
6.9%Added
SLB
SLB Limited
6.6%Added
RRC
Range Res Corp
6.2%Added
SU
Suncor Energy Inc New
6.1%Added
VAL
Valaris Ltd
5.9%Added
SDRL
Seadrill Ltd
5.7%Added
AMR
Alpha Metallurgical Resour I
5.4%Added
NTR
Nutrien Ltd
5.3%Added
CCJ
Cameco Corp
5.2%Added
CNR
Core Natural Resources Inc
5.1%Added
31 others
41.6%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed