Goehring & Rozencwajg Associates, LLC - Portfolio Stock Holdings
Goehring & Rozencwajg Associates, LLC disclosed 46 stock positions in a recent SEC 13F filing. $1,860,661,274 of stock holdings were filed, with the largest holdings including CNQ, VAL, and RRC. This filing represented positions held on March 31, 2026, and was filed on May 5, 2026.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:
March 31, 2026No. of Stocks:
46Est. Stock Holding Value:
$1,860,661,274Top Stock Holdings By Sector
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Portfolio Stock Holdings - Goehring & Rozencwajg Associates, LLC
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