Goehring & Rozencwajg Associates, LLC - Portfolio Stock Holdings
Goehring & Rozencwajg Associates, LLC disclosed 42 stock positions in a recent SEC 13F filing. $1,881,087,667 of stock holdings were filed, with the largest holdings including CNQ, SU, and NTR. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,514,632,680 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.
Report Period:
Sept. 30, 2026No. of Stocks:
42Est. Stock Holding Value:
$1,881,087,667Top Stock Holdings By Sector
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Portfolio Stock Holdings - Goehring & Rozencwajg Associates, LLC
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