Goehring & Rozencwajg Associates, LLC - Portfolio Stock Holdings
Goehring & Rozencwajg Associates, LLC disclosed 43 stock positions in a recent SEC 13F filing. $1,738,535,633 of stock holdings were filed, with the largest holdings including CNQ, SLB, and RRC. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
43Est. Stock Holding Value:
$1,738,535,633Top Stock Holdings By Sector
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Portfolio Stock Holdings - Goehring & Rozencwajg Associates, LLC
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