Goehring & Rozencwajg Associates, LLC - Q12026 Holdings

Goehring & Rozencwajg Associates, LLC holds 43 stocks with a total portfolio value of $ 1.86B as of Q12026. In Q12026, Goehring & Rozencwajg Associates, LLC added 4 new positions, increased stakes in 31 stocks, reduced 8 holdings, and fully exited 4 positions. The largest holding is Canadian Nat Res LTD Med Ter (CNQ), representing 7.41% of the total portfolio.