Goehring & Rozencwajg Associates, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$654.0B
Holdings
41
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RRCRANGE RES CORP | 1,406,795 | $57.2B | 8.75% | |
| 2 | CCOCAMECO CORP | 648,982 | $48.2B | 7.37% | |
| 3 | NTRNUTRIEN LTD | 781,074 | $45.5B | 6.96% | |
| 4 | SDRLSEADRILL LTD | 1,684,001 | $44.2B | 6.76% | |
| 5 | EQTEQT CORP | 591,155 | $34.5B | 5.27% | |
| 6 | LEUCENTRUS ENERGY CORP | 185,422 | $34.0B | 5.19% | |
| 7 | ARANTERO RESOURCES CORP | 824,612 | $33.2B | 5.08% | |
| 8 | AGIALAMOS GOLD INC NEW | 1,171,247 | $31.1B | 4.76% | |
| 9 | SBSWSIBANYE STILLWATER LTD | 3,348,841 | $24.2B | 3.70% | |
| 10 | CNRCORE NATURAL RESOURCES INC | 283,245 | $19.8B | 3.02% | |
| 11 | VALVALARIS LTD | 432,021 | $18.2B | 2.78% | |
| 12 | CRCCANADIAN NAT RES LTD | 561,642 | $17.7B | 2.70% | |
| 13 | MOSMOSAIC CO NEW | 427,078 | $15.6B | 2.38% | |
| 14 | IEIVANHOE ELECTRIC INC | 1,693,316 | $15.4B | 2.35% | |
| 15 | SKE.TOSKEENA RES LTD NEW | 870,153 | $13.9B | 2.12% | |
| 16 | MTDRMATADOR RES CO | 287,404 | $13.7B | 2.10% | |
| 17 | EQXEQUINOX GOLD CORP | 2,244,877 | $13.0B | 1.99% | |
| 18 | EXEEXPAND ENERGY CORPORATION | 110,383 | $12.9B | 1.97% | |
| 19 | OLAORLA MNG LTD NEW | 1,176,349 | $11.8B | 1.81% | |
| 20 | U6ZURANIUM ENERGY CORP | 1,732,811 | $11.8B | 1.80% | |
| 21 | CRKCOMSTOCK RES INC | 408,590 | $11.3B | 1.73% | |
| 22 | NENOBLE CORP PLC | 382,240 | $10.1B | 1.55% | |
| 23 | NXENEXGEN ENERGY LTD | 1,445,108 | $10.0B | 1.53% | |
| 24 | FCXFREEPORT-MCMORAN INC | 224,924 | $9.8B | 1.49% | |
| 25 | OIIOCEANEERING INTL INC | 465,178 | $9.6B | 1.47% | |
| 26 | FANGDIAMONDBACK ENERGY INC | 69,677 | $9.6B | 1.46% | |
| 27 | AMRALPHA METALLURGICAL RESOUR I | 73,893 | $8.3B | 1.27% | |
| 28 | HBMHUDBAY MINERALS INC | 778,065 | $8.3B | 1.26% | |
| 29 | IPIINTREPID POTASH INC | 207,525 | $7.4B | 1.13% | |
| 30 | PAASPAN AMERN SILVER CORP | 246,608 | $7.0B | 1.07% | |
| 31 | DMLDENISON MINES CORP | 3,756,986 | $6.8B | 1.05% | |
| 32 | EFRENERGY FUELS INC | 1,168,516 | $6.7B | 1.03% | |
| 33 | SLBSCHLUMBERGER LTD | 181,320 | $6.1B | 0.94% | |
| 34 | CIVICIVITAS RESOURCES INC | 192,670 | $5.3B | 0.81% | |
| 35 | NGNOVAGOLD RES INC | 1,127,844 | $4.6B | 0.71% | |
| 36 | CMCLCALEDONIA MNG CORP PLC | 232,065 | $4.5B | 0.69% | |
| 37 | UREUR-ENERGY INC | 3,301,117 | $3.5B | 0.53% | |
| 38 | EUENCORE ENERGY CORP | 1,161,320 | $3.3B | 0.51% | |
| 39 | TFPMTRIPLE FLAG PRECIOUS METAL | 100,088 | $2.4B | 0.36% | |
| 40 | BORRBORR DRILLING LTD | 1,033,961 | $1.9B | 0.29% | |
| 41 | TMQTRILOGY METALS INC NEW | 1,279,509 | $1.7B | 0.27% |