HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 RANGE RES CORP |
1,221,057 | +39,995 | $37,169 |
| RRC | 1,221,057 | +39,995 | $37,169 |
| CAMECO CORP |
747,366 | +24,720 | $32,211 |
| CCJ | 747,366 | +24,720 | $32,211 |
| PIONEER NAT RES CO |
93,982 | -2,605 | $21,135 |
| PXD | 93,982 | -2,605 | $21,135 |
| ALPHA METALLURGICAL RESOUR I |
57,160 | +2,335 | $19,373 |
| AMR | 57,160 | +2,335 | $19,373 |
| EQT CORP |
492,974 | +18,045 | $19,058 |
| EQT | 492,974 | +18,045 | $19,058 |
| CONSOL ENERGY INC NEW |
162,562 | +6,800 | $16,342 |
| CEIX | 162,562 | +6,800 | $16,342 |
| ANTERO RESOURCES CORP |
691,961 | +25,535 | $15,694 |
| AR | 691,961 | +25,535 | $15,694 |
| MOSAIC CO NEW |
394,231 | +11,780 | $14,086 |
| MOS | 394,231 | +11,780 | $14,086 |
| IVANHOE ELECTRIC INC |
1,361,329 | +53,045 | $13,722 |
| IE | 1,361,329 | +53,045 | $13,722 |
| MATADOR RES CO |
230,121 | +8,215 | $13,085 |
| MTDR | 230,121 | +8,215 | $13,085 |
| CIVITAS RESOURCES INC |
158,477 | +5,425 | $10,837 |
| CIVI | 158,477 | +5,425 | $10,837 |
| NUTRIEN LTD |
179,263 | +75,437 | $10,098 |
| NTR | 179,263 | +75,437 | $10,098 |
| URANIUM ENERGY CORP |
1,474,810 | +50,145 | $9,439 |
| UEC | 1,474,810 | +50,145 | $9,439 |
| DIAMOND OFFSHORE DRILLING IN |
703,307 | +22,360 | $9,143 |
| DO | 703,307 | +22,360 | $9,143 |
| CF INDS HLDGS INC |
110,562 | +3,380 | $8,790 |
| CF | 110,562 | +3,380 | $8,790 |
| CENTRUS ENERGY CORP |
160,193 | +5,355 | $8,716 |
| LEU | 160,193 | +5,355 | $8,716 |
| DIAMONDBACK ENERGY INC |
54,131 | +2,170 | $8,395 |
| FANG | 54,131 | +2,170 | $8,395 |
| NEXGEN ENERGY LTD |
1,167,557 | +53,165 | $8,173 |
| NXE | 1,167,557 | +53,165 | $8,173 |
| FREEPORT MCMORAN INC |
190,443 | +5,880 | $8,107 |
| FCX | 190,443 | +5,880 | $8,107 |
| SCHLUMBERGER LTD |
148,951 | +4,700 | $7,751 |
| SLB | 148,951 | +4,700 | $7,751 |
| CHAMPIONX CORPORATION |
262,067 | +9,800 | $7,655 |
| CHX | 262,067 | +9,800 | $7,655 |
| OCEANEERING INTL INC |
358,727 | +11,705 | $7,634 |
| OII | 358,727 | +11,705 | $7,634 |
| ARCH RESOURCES INC |
45,251 | +1,915 | $7,509 |
| ARCH | 45,251 | +1,915 | $7,509 |
| NOBLE CORP PLC |
147,995 | -11,879 | $7,127 |
| NE | 147,995 | -11,879 | $7,127 |
| SEADRILL 2021 LTD |
149,695 | +4,730 | $7,078 |
| SDRL | 149,695 | +4,730 | $7,078 |
| CHESAPEAKE ENERGY CORP |
91,105 | +3,070 | $7,010 |
| CHK | 91,105 | +3,070 | $7,010 |
| ENERGY FUELS INC |
851,444 | +27,610 | $6,122 |
| UUUU | 851,444 | +27,610 | $6,122 |
| BORR DRILLING LTD |
819,185 | +27,880 | $6,029 |
| BORR | 819,185 | +27,880 | $6,029 |
| DENISON MINES CORP |
2,885,759 | +101,120 | $5,108 |
| DNN | 2,885,759 | +101,120 | $5,108 |
| APA CORPORATION |
141,580 | +4,330 | $5,080 |
| APA | 141,580 | +4,330 | $5,080 |
| COMSTOCK RES INC |
498,170 | +17,490 | $4,409 |
| CRK | 498,170 | +17,490 | $4,409 |
| ERO COPPER CORP |
258,308 | +8,395 | $4,086 |
| ERO | 258,308 | +8,395 | $4,086 |
| TRANSOCEAN LTD |
633,074 | +20,580 | $4,020 |
| RIG | 633,074 | +20,580 | $4,020 |
| EQUINOX GOLD CORP |
811,144 | +27,490 | $3,945 |
| EQX | 811,144 | +27,490 | $3,945 |
| INTREPID POTASH INC |
162,024 | +5,270 | $3,871 |
| IPI | 162,024 | +5,270 | $3,871 |
| CORTEVA INC |
74,685 | +2,330 | $3,579 |
| CTVA | 74,685 | +2,330 | $3,579 |
| ENCORE ENERGY CORP |
905,195 | +34,125 | $3,557 |
| EU | 905,195 | +34,125 | $3,557 |
| UR ENERGY INC |
2,234,763 | +78,440 | $3,442 |
| URG | 2,234,763 | +78,440 | $3,442 |
| ORLA MNG LTD NEW |
1,035,714 | +33,530 | $3,379 |
| ORLA | 1,035,714 | +33,530 | $3,379 |
| HUDBAY MINERALS INC |
611,969 | +19,805 | $3,373 |
| HBM | 611,969 | +19,805 | $3,373 |
| PAN AMERN SILVER CORP |
205,191 | +6,965 | $3,351 |
| PAAS | 205,191 | +6,965 | $3,351 |
| NOV INC |
153,485 | +5,005 | $3,113 |
| NOV | 153,485 | +5,005 | $3,113 |
| VALARIS LTD |
44,238 | +1,475 | $3,033 |
| VAL | 44,238 | +1,475 | $3,033 |
| CALEDONIA MNG CORP PLC |
170,117 | +7,960 | $2,075 |
| CMCL | 170,117 | +7,960 | $2,075 |
| VITAL ENERGY INC |
45,273 | +2,165 | $2,059 |
| VTLE | 45,273 | +2,165 | $2,059 |
| SKEENA RES LTD NEW |
340,080 | +11,085 | $1,656 |
| SKE | 340,080 | +11,085 | $1,656 |
| TRIPLE FLAG PRECIOUS METAL |
85,671 | +2,470 | $1,141 |
| TFPM | 85,671 | +2,470 | $1,141 |
| NOVAGOLD RES INC |
269,368 | +10,505 | $1,007 |
| NG | 269,368 | +10,505 | $1,007 |
| TRILOGY METALS INC NEW |
1,647,016 | +47,310 | $721 |
| TMQ | 1,647,016 | +47,310 | $721 |
See Full List: All Stocks Held By Goehring & Rozencwajg Associates LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Goehring & Rozencwajg Associates LLC
|
Size ($ in 1000's)
At 12/31/2023: $413,775 At 09/30/2023: $408,453 Goehring & Rozencwajg Associates LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Goehring & Rozencwajg Associates LLC 13F filings. Link to 13F filings: SEC filings |
