Goehring & Rozencwajg Associates, LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$830.9B
Holdings
42
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CCOCAMECO CORP | 648,289 | $54.4B | 6.54% | |
| 2 | RRCRANGE RES CORP | 1,411,151 | $53.1B | 6.39% | |
| 3 | SDRLSEADRILL LTD | 1,695,114 | $51.2B | 6.16% | |
| 4 | LEUCENTRUS ENERGY CORP | 160,987 | $49.9B | 6.01% | |
| 5 | NTRNUTRIEN LTD | 780,238 | $45.8B | 5.51% | |
| 6 | VALVALARIS LTD | 902,440 | $44.0B | 5.30% | |
| 7 | AGIALAMOS GOLD INC NEW | 1,173,417 | $40.9B | 4.92% | |
| 8 | SBSWSIBANYE STILLWATER LTD | 3,360,030 | $37.8B | 4.55% | |
| 9 | EQTEQT CORP | 594,638 | $32.4B | 3.90% | |
| 10 | CRCCANADIAN NAT RES LTD | 1,004,981 | $32.2B | 3.87% | |
| 11 | NENOBLE CORP PLC | 1,081,635 | $30.6B | 3.68% | |
| 12 | ARANTERO RESOURCES CORP | 823,946 | $27.7B | 3.33% | |
| 13 | EQXEQUINOX GOLD CORP | 2,252,347 | $25.3B | 3.04% | |
| 14 | CNRCORE NATURAL RESOURCES INC | 285,352 | $23.8B | 2.87% | |
| 15 | U6ZURANIUM ENERGY CORP | 1,729,235 | $23.1B | 2.78% | |
| 16 | IEIVANHOE ELECTRIC INC | 1,697,189 | $21.3B | 2.56% | |
| 17 | EFRENERGY FUELS INC | 1,167,341 | $17.9B | 2.16% | |
| 18 | SKE.TOSKEENA RES LTD NEW | 874,822 | $16.1B | 1.94% | |
| 19 | MOSMOSAIC CO NEW | 428,210 | $14.9B | 1.79% | |
| 20 | MTDRMATADOR RES CO | 288,212 | $12.9B | 1.56% | |
| 21 | NXENEXGEN ENERGY LTD | 1,442,255 | $12.9B | 1.55% | |
| 22 | OLAORLA MNG LTD NEW | 1,182,704 | $12.8B | 1.53% | |
| 23 | AMRALPHA METALLURGICAL RESOUR I | 74,436 | $12.2B | 1.47% | |
| 24 | EXEEXPAND ENERGY CORPORATION | 110,801 | $11.8B | 1.42% | |
| 25 | HBMHUDBAY MINERALS INC | 773,564 | $11.7B | 1.41% | |
| 26 | OIIOCEANEERING INTL INC | 466,058 | $11.5B | 1.39% | |
| 27 | DMLDENISON MINES CORP | 3,753,145 | $10.3B | 1.24% | |
| 28 | NGNOVAGOLD RES INC | 1,142,489 | $10.1B | 1.21% | |
| 29 | FANGDIAMONDBACK ENERGY INC | 69,832 | $10.0B | 1.20% | |
| 30 | PAASPAN AMERN SILVER CORP | 248,080 | $9.6B | 1.16% | |
| 31 | FCXFREEPORT-MCMORAN INC | 225,436 | $8.8B | 1.06% | |
| 32 | CMCLCALEDONIA MNG CORP PLC | 234,065 | $8.5B | 1.02% | |
| 33 | CRKCOMSTOCK RES INC | 409,788 | $8.1B | 0.98% | |
| 34 | IPIINTREPID POTASH INC | 208,232 | $6.4B | 0.77% | |
| 35 | CIVICIVITAS RESOURCES INC | 193,140 | $6.3B | 0.76% | |
| 36 | SLBSCHLUMBERGER LTD | 181,807 | $6.2B | 0.75% | |
| 37 | UREUR-ENERGY INC | 3,292,797 | $5.9B | 0.71% | |
| 38 | EUENCORE ENERGY CORP | 1,165,336 | $3.7B | 0.45% | |
| 39 | TFPMTRIPLE FLAG PRECIOUS METAL | 100,724 | $2.9B | 0.35% | |
| 40 | TMQTRILOGY METALS INC NEW | 1,338,321 | $2.8B | 0.34% | |
| 41 | BORRBORR DRILLING LTD | 1,042,699 | $2.8B | 0.34% | |
| 42 | TDWTIDEWATER INC NEW | 3,914 | $208.7M | 0.03% |