GOEHRING & ROZENCWAJG ASSOCIATES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SBSW | 3.36M | $37.77M |
 | SDRL | 1.70M | $51.21M |
 | NXE | 1.44M | $12.91M |
 | RRC | 1.41M | $53.12M |
 | AGI | 1.17M | $40.91M |
 | EU | 1.17M | $3.74M |
 | NE | 1.08M | $30.59M |
 | BORR | 1.04M | $2.80M |
 | CNQ | 1.00M | $32.18M |
 | VAL | 902K | $44.01M |
 | SKE | 875K | $16.13M |
 | AR | 824K | $27.65M |
 | NTR | 780K | $45.81M |
 | HBM | 774K | $11.71M |
 | CCJ | 648K | $54.37M |
 | EQT | 595K | $32.37M |
 | OII | 466K | $11.55M |
 | MOS | 428K | $14.85M |
 | CRK | 410K | $8.13M |
 | MTDR | 288K | $12.95M |
Sibanye Stillwater Limited
SBSW
Shares Held
3.36M
Value
$37.77M
Seadrill Limited
SDRL
Shares Held
1.70M
Value
$51.21M
NexGen Energy Ltd.
NXE
Shares Held
1.44M
Value
$12.91M
Range Resources Corporation
RRC
Shares Held
1.41M
Value
$53.12M
Alamos Gold Inc.
AGI
Shares Held
1.17M
Value
$40.91M
enCore Energy Corp.
EU
Shares Held
1.17M
Value
$3.74M
Noble Corporation Plc
NE
Shares Held
1.08M
Value
$30.59M
Borr Drilling Limited
BORR
Shares Held
1.04M
Value
$2.80M
Canadian Natural Resources Limited
CNQ
Shares Held
1.00M
Value
$32.18M
Valaris Limited
VAL
Shares Held
902K
Value
$44.01M
Skeena Resources Limited
SKE
Shares Held
875K
Value
$16.13M
Antero Resources Corporation
AR
Shares Held
824K
Value
$27.65M
Nutrien Ltd.
NTR
Shares Held
780K
Value
$45.81M
Hudbay Minerals Inc.
HBM
Shares Held
774K
Value
$11.71M
Cameco Corporation
CCJ
Shares Held
648K
Value
$54.37M
EQT Corporation
EQT
Shares Held
595K
Value
$32.37M
Oceaneering International, Inc.
OII
Shares Held
466K
Value
$11.55M
The Mosaic Company
MOS
Shares Held
428K
Value
$14.85M
Comstock Resources, Inc.
CRK
Shares Held
410K
Value
$8.13M
Matador Resources Company
MTDR
Shares Held
288K
Value
$12.95M