Stock Taper 
GOEHRING & ROZENCWAJG ASSOCIATES, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Tidewater Inc. | TDW | 3.91K | $260.79K |
 Freeport-McMoRan Inc. | FCX | 21.91K | $1.37M |
 Diamondback Energy, Inc. | FANG | 119.58K | $21.02M |
 Centrus Energy Corp. | LEU | 216.75K | $36.39M |
 Expand Energy Corporation | EXE | 237.84K | $21.69M |
 Intrepid Potash, Inc. | IPI | 297.87K | $9.76M |
 Chord Energy Corporation | CHRD | 306.98K | $35.09M |
 Matador Resources Company | MTDR | 482.22K | $24M |
 SM Energy Company | SM | 513.41K | $13.4M |
 Alpha Metallurgical Resources, Inc. | AMR | 564.71K | $93.14M |
 Oceaneering International, Inc. | OII | 775.48K | $31.42M |
 Cameco Corporation | CCJ | 893.33K | $90.99M |
 Comstock Resources, Inc. | CRK | 907.27K | $13.54M |
 Warrior Met Coal, Inc. | HCC | 951.04K | $77.19M |
 Core Natural Resources, Inc. | CNR | 1.1M | $88.1M |
 The Mosaic Company | MOS | 1.18M | $24.98M |
 EQT Corporation | EQT | 1.24M | $65.95M |
 Valaris Limited | VAL | 1.41M | $102.62M |
 Nutrien Ltd. | NTR | 1.46M | $91.59M |
 Antero Resources Corporation | AR | 1.73M | $60.85M |