Stock Taper 
GOEHRING & ROZENCWAJG ASSOCIATES, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sibanye Stillwater Limited | SBSW | 4.58M | $38.89M |
 Canadian Natural Resources Limited | CNQ | 3.04M | $120.31M |
 Range Resources Corporation | RRC | 2.92M | $108.62M |
 Seadrill Limited | SDRL | 2.64M | $99.72M |
 Slb N.V. | SLB | 2.45M | $114.13M |
 Borr Drilling Limited | BORR | 2.24M | $9.25M |
 Noble Corporation Plc | NE | 1.99M | $74.14M |
 Suncor Energy Inc. | SU | 1.97M | $106.14M |
 NexGen Energy Ltd. | NXE | 1.96M | $18.45M |
 Permian Resources Corporation | PR | 1.91M | $35.24M |
 Antero Resources Corporation | AR | 1.73M | $60.85M |
 Nutrien Ltd. | NTR | 1.46M | $91.59M |
 Valaris Limited | VAL | 1.41M | $102.62M |
 EQT Corporation | EQT | 1.24M | $65.95M |
 The Mosaic Company | MOS | 1.18M | $24.98M |
 Core Natural Resources, Inc. | CNR | 1.1M | $88.1M |
 Warrior Met Coal, Inc. | HCC | 951.04K | $77.19M |
 Comstock Resources, Inc. | CRK | 907.27K | $13.54M |
 Cameco Corporation | CCJ | 893.33K | $90.99M |
 Oceaneering International, Inc. | OII | 775.48K | $31.42M |