Goehring & Rozencwajg Associates, LLC Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$551.7B
Holdings
42
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RRCRANGE RES CORP | 1,435,376 | $57.8B | 10.48% | |
| 2 | NTRNUTRIEN LTD | 671,829 | $35.2B | 6.39% | |
| 3 | ARANTERO RESOURCES CORP | 849,101 | $34.8B | 6.31% | |
| 4 | EQTEQT CORP | 605,654 | $32.5B | 5.90% | |
| 5 | AGIALAMOS GOLD INC NEW | 1,223,257 | $31.9B | 5.78% | |
| 6 | CCOCAMECO CORP | 673,298 | $30.2B | 5.47% | |
| 7 | SDRLSEADRILL LTD | 1,200,201 | $30.1B | 5.46% | |
| 8 | CNRCORE NATURAL RESOURCES INC | 283,062 | $20.7B | 3.76% | |
| 9 | CRCCANADIAN NAT RES LTD | 526,765 | $16.2B | 2.94% | |
| 10 | LEUCENTRUS ENERGY CORP | 212,362 | $15.8B | 2.86% | |
| 11 | MTDRMATADOR RES CO | 292,069 | $15.3B | 2.77% | |
| 12 | MOSMOSAIC CO NEW | 461,497 | $13.1B | 2.37% | |
| 13 | OLAORLA MNG LTD NEW | 1,397,753 | $13.0B | 2.35% | |
| 14 | SKE.TOSKEENA RES LTD NEW | 1,165,367 | $12.6B | 2.28% | |
| 15 | EXEEXPAND ENERGY CORPORATION | 111,704 | $12.2B | 2.21% | |
| 16 | SBSWSIBANYE STILLWATER LTD | 2,749,710 | $12.0B | 2.18% | |
| 17 | FANGDIAMONDBACK ENERGY INC | 69,684 | $11.0B | 2.00% | |
| 18 | EQXEQUINOX GOLD CORP | 1,562,929 | $10.9B | 1.98% | |
| 19 | IEIVANHOE ELECTRIC INC | 1,713,186 | $10.8B | 1.97% | |
| 20 | OIIOCEANEERING INTL INC | 470,545 | $10.2B | 1.85% | |
| 21 | NENOBLE CORP PLC | 404,510 | $10.1B | 1.83% | |
| 22 | U6ZURANIUM ENERGY CORP | 1,784,948 | $10.0B | 1.82% | |
| 23 | FCXFREEPORT-MCMORAN INC | 230,701 | $9.4B | 1.70% | |
| 24 | AMRALPHA METALLURGICAL RESOUR I | 73,689 | $9.2B | 1.67% | |
| 25 | CRKCOMSTOCK RES INC | 398,707 | $7.9B | 1.43% | |
| 26 | SLBSCHLUMBERGER LTD | 185,171 | $7.6B | 1.39% | |
| 27 | PAASPAN AMERN SILVER CORP | 282,599 | $7.5B | 1.35% | |
| 28 | NXENEXGEN ENERGY LTD | 1,472,899 | $7.4B | 1.35% | |
| 29 | VALVALARIS LTD | 170,940 | $6.9B | 1.25% | |
| 30 | CIVICIVITAS RESOURCES INC | 189,627 | $6.8B | 1.23% | |
| 31 | HBMHUDBAY MINERALS INC | 797,648 | $6.6B | 1.20% | |
| 32 | IPIINTREPID POTASH INC | 213,977 | $6.2B | 1.12% | |
| 33 | DMLDENISON MINES CORP | 3,793,204 | $5.8B | 1.05% | |
| 34 | EFRENERGY FUELS INC | 1,171,222 | $5.1B | 0.92% | |
| 35 | UREUR-ENERGY INC | 3,220,120 | $3.1B | 0.55% | |
| 36 | RIGTRANSOCEAN LTD | 876,712 | $2.8B | 0.51% | |
| 37 | CMCLCALEDONIA MNG CORP PLC | 232,034 | $2.7B | 0.49% | |
| 38 | BORRBORR DRILLING LTD | 1,056,112 | $2.6B | 0.46% | |
| 39 | TMQTRILOGY METALS INC NEW | 1,402,797 | $2.3B | 0.41% | |
| 40 | TFPMTRIPLE FLAG PRECIOUS METAL | 101,856 | $2.0B | 0.35% | |
| 41 | EUENCORE ENERGY CORP | 1,161,923 | $1.9B | 0.35% | |
| 42 | NGNOVAGOLD RES INC | 379,628 | $1.3B | 0.24% |