SEC Form 13F

Goehring & Rozencwajg Associates, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$1,738,729,931
Positions41

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CANADIAN NAT RES LTD MED TERCNQCOM$120,306,7003,043,255
SLB LIMITEDSLBCOM STK$114,127,0462,454,873
RANGE RES CORPRRCCOM$108,617,5972,920,613
SUNCOR ENERGY INC NEWSUCOM$106,135,2561,974,700
VALARIS LTDVALCL A$102,623,1491,413,542
SEADRILL LTDSDRLCOM$99,718,7082,636,666
ALPHA METALLURGICAL RESOUR IAMRCOM$93,143,927564,714
NUTRIEN LTDNTRCOM$91,593,4461,455,019
CAMECO CORPCCJCOM$90,994,390893,328
CORE NATURAL RESOURCES INCCNRCOM SHS$88,100,1801,100,977

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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