Goehring & Rozencwajg Associates, LLC - Q22026 Holdings

Goehring & Rozencwajg Associates, LLC holds 41 stocks with a total portfolio value of $ 1.74B as of Q22026. In Q22026, Goehring & Rozencwajg Associates, LLC added 0 new positions, increased stakes in 39 stocks, reduced 1 holding, and fully exited 2 positions. The largest holding is Canadian Nat Res LTD Med Ter (CNQ), representing 6.92% of the total portfolio.