GOEHRING & ROZENCWAJG ASSOCIATES, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SBSW | 3.54M | $50.44M |
 | RRC | 2.00M | $70.63M |
 | SDRL | 1.92M | $66.42M |
 | CNQ | 1.90M | $64.44M |
 | BORR | 1.62M | $6.54M |
 | NXE | 1.52M | $13.97M |
 | NE | 1.43M | $40.27M |
 | EU | 1.23M | $3.04M |
 | AR | 1.18M | $40.79M |
 | VAL | 1.06M | $53.53M |
 | SLB | 937K | $35.96M |
 | EQT | 846K | $45.33M |
 | NTR | 825K | $50.95M |
 | HBM | 825K | $16.38M |
 | AGI | 781K | $30.12M |
 | SU | 727K | $0 |
 | CCJ | 683K | $62.48M |
 | CRK | 639K | $14.82M |
 | OII | 569K | $13.67M |
 | SKE | 563K | $13.37M |
Sibanye Stillwater Limited
SBSW
Shares Held
3.54M
Value
$50.44M
Range Resources Corporation
RRC
Shares Held
2.00M
Value
$70.63M
Seadrill Limited
SDRL
Shares Held
1.92M
Value
$66.42M
Canadian Natural Resources Limited
CNQ
Shares Held
1.90M
Value
$64.44M
Borr Drilling Limited
BORR
Shares Held
1.62M
Value
$6.54M
NexGen Energy Ltd.
NXE
Shares Held
1.52M
Value
$13.97M
Noble Corporation Plc
NE
Shares Held
1.43M
Value
$40.27M
enCore Energy Corp.
EU
Shares Held
1.23M
Value
$3.04M
Antero Resources Corporation
AR
Shares Held
1.18M
Value
$40.79M
Valaris Limited
VAL
Shares Held
1.06M
Value
$53.53M
SLB N.V.
SLB
Shares Held
937K
Value
$35.96M
EQT Corporation
EQT
Shares Held
846K
Value
$45.33M
Nutrien Ltd.
NTR
Shares Held
825K
Value
$50.95M
Hudbay Minerals Inc.
HBM
Shares Held
825K
Value
$16.38M
Alamos Gold Inc.
AGI
Shares Held
781K
Value
$30.12M
Suncor Energy Inc.
SU
Shares Held
727K
Value
$0
Cameco Corporation
CCJ
Shares Held
683K
Value
$62.48M
Comstock Resources, Inc.
CRK
Shares Held
639K
Value
$14.82M
Oceaneering International, Inc.
OII
Shares Held
569K
Value
$13.67M
Skeena Resources Limited
SKE
Shares Held
563K
Value
$13.37M