GOEHRING & ROZENCWAJG ASSOCIATES, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SBSW | 4.27M | $52.61M |
 | CNQ | 2.83M | $137.88M |
 | RRC | 2.72M | $122.97M |
 | SDRL | 2.45M | $111.46M |
 | SLB | 2.30M | $118.12M |
 | BORR | 2.12M | $12.23M |
 | NE | 1.84M | $90.35M |
 | SU | 1.84M | $121.67M |
 | PR | 1.81M | $38.69M |
 | NXE | 1.81M | $21.01M |
 | AR | 1.62M | $68.63M |
 | EU | 1.46M | $2.64M |
 | VAL | 1.32M | $129.35M |
 | EQT | 1.16M | $73.77M |
 | MOS | 922K | $23.52M |
 | CRK | 862K | $18.17M |
 | CCJ | 836K | $90.84M |
 | NTR | 822K | $62.05M |
 | OII | 714K | $25.31M |
 | CNR | 708K | $74.17M |
Sibanye Stillwater Limited
SBSW
Shares Held
4.27M
Value
$52.61M
Canadian Natural Resources Limited
CNQ
Shares Held
2.83M
Value
$137.88M
Range Resources Corporation
RRC
Shares Held
2.72M
Value
$122.97M
Seadrill Limited
SDRL
Shares Held
2.45M
Value
$111.46M
Slb N.V.
SLB
Shares Held
2.30M
Value
$118.12M
Borr Drilling Limited
BORR
Shares Held
2.12M
Value
$12.23M
Noble Corporation Plc
NE
Shares Held
1.84M
Value
$90.35M
Suncor Energy Inc.
SU
Shares Held
1.84M
Value
$121.67M
Permian Resources Corporation
PR
Shares Held
1.81M
Value
$38.69M
NexGen Energy Ltd.
NXE
Shares Held
1.81M
Value
$21.01M
Antero Resources Corporation
AR
Shares Held
1.62M
Value
$68.63M
enCore Energy Corp.
EU
Shares Held
1.46M
Value
$2.64M
Valaris Limited
VAL
Shares Held
1.32M
Value
$129.35M
EQT Corporation
EQT
Shares Held
1.16M
Value
$73.77M
The Mosaic Company
MOS
Shares Held
922K
Value
$23.52M
Comstock Resources, Inc.
CRK
Shares Held
862K
Value
$18.17M
Cameco Corporation
CCJ
Shares Held
836K
Value
$90.84M
Nutrien Ltd.
NTR
Shares Held
822K
Value
$62.05M
Oceaneering International, Inc.
OII
Shares Held
714K
Value
$25.31M
Core Natural Resources, Inc.
CNR
Shares Held
708K
Value
$74.17M