GOEHRING & ROZENCWAJG ASSOCIATES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CNR | 285K | $23.82M |
 | PAAS | 248K | $9.61M |
 | FCX | 225K | $8.84M |
 | IPI | 208K | $6.37M |
 | CIVI | 193K | $6.28M |
 | SLB | 182K | $6.25M |
 | EXE | 111K | $11.77M |
 | AMR | 74K | $12.21M |
 | FANG | 70K | $9.99M |
 | TDW | 4K | $208.73K |
Core Natural Resources, Inc.
CNR
Shares Held
285K
Value
$23.82M
Pan American Silver Corp.
PAAS
Shares Held
248K
Value
$9.61M
Freeport-McMoRan Inc.
FCX
Shares Held
225K
Value
$8.84M
Intrepid Potash, Inc.
IPI
Shares Held
208K
Value
$6.37M
Civitas Resources, Inc.
CIVI
Shares Held
193K
Value
$6.28M
SLB N.V.
SLB
Shares Held
182K
Value
$6.25M
Expand Energy Corporation
EXE
Shares Held
111K
Value
$11.77M
Alpha Metallurgical Resources, Inc.
AMR
Shares Held
74K
Value
$12.21M
Diamondback Energy, Inc.
FANG
Shares Held
70K
Value
$9.99M
Tidewater Inc.
TDW
Shares Held
4K
Value
$208.73K