55 is the total number of securities Goehring & Rozencwajg Associates, LLC has owned. The longest Goehring & Rozencwajg Associates, LLC has owned a single stock is 4 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| RRC | RANGE RES CORP | 4 | 4 | 8.94% | 9.42% | 9.73% | Q4 2022 | Q3 2023 | 4 |
| CCJ | CAMECO CORP | 4 | 4 | 4.85% | 5.96% | 7.01% | Q4 2022 | Q3 2023 | 4 |
| PXD | PIONEER NAT RES CO | 4 | 4 | 5.00% | 5.39% | 5.63% | Q4 2022 | Q3 2023 | 4 |
| EQT | EQT CORP | 4 | 4 | 4.55% | 4.89% | 5.50% | Q4 2022 | Q3 2023 | 4 |
| AR | ANTERO RESOURCES CORP | 4 | 4 | 4.14% | 4.81% | 6.12% | Q4 2022 | Q3 2023 | 4 |
| MOS | MOSAIC CO NEW | 4 | 4 | 3.33% | 4.14% | 4.85% | Q4 2022 | Q3 2023 | 4 |
| MTDR | MATADOR RES CO | 4 | 4 | 3.23% | 3.46% | 3.95% | Q4 2022 | Q3 2023 | 4 |
| CEIX | CONSOL ENERGY INC NEW | 4 | 4 | 2.92% | 3.44% | 4.00% | Q4 2022 | Q3 2023 | 4 |
| AMR | ALPHA METALLURGICAL RE... | 4 | 4 | 2.48% | 3.00% | 3.49% | Q4 2022 | Q3 2023 | 4 |
| CIVITAS RESOURCES INC | 4 | 4 | 2.75% | 3.00% | 3.27% | Q4 2022 | Q3 2023 | 4 | |
| IVANHOE ELECTRIC INC | 4 | 4 | 1.01% | 2.81% | 3.93% | Q4 2022 | Q3 2023 | 4 | |
| NTR | NUTRIEN LTD | 4 | 4 | 1.57% | 2.74% | 3.29% | Q4 2022 | Q3 2023 | 4 |
| DIAMOND OFFSHORE DRILL... | 4 | 4 | 2.09% | 2.42% | 2.70% | Q4 2022 | Q3 2023 | 4 | |
| CF | CF INDS HLDGS INC | 4 | 4 | 2.07% | 2.33% | 2.70% | Q4 2022 | Q3 2023 | 4 |
| CHX | CHAMPIONX CORPORATION | 4 | 4 | 2.04% | 2.14% | 2.20% | Q4 2022 | Q3 2023 | 4 |
| SLB | SCHLUMBERGER LTD | 4 | 4 | 1.97% | 2.10% | 2.27% | Q4 2022 | Q3 2023 | 4 |
| CHK | CHESAPEAKE ENERGY CORP | 4 | 4 | 1.86% | 2.09% | 2.45% | Q4 2022 | Q3 2023 | 4 |
| FANG | DIAMONDBACK ENERGY INC | 4 | 4 | 1.90% | 2.02% | 2.11% | Q4 2022 | Q3 2023 | 4 |
| FCX | FREEPORT-MCMORAN INC | 4 | 4 | 1.68% | 2.00% | 2.24% | Q4 2022 | Q3 2023 | 4 |
| OII | OCEANEERING INTL INC | 4 | 4 | 1.78% | 1.90% | 2.18% | Q4 2022 | Q3 2023 | 4 |
| NOBLE CORP PLC | 4 | 4 | 1.79% | 1.88% | 1.98% | Q4 2022 | Q3 2023 | 4 | |
| ARCH | ARCH RESOURCES INC | 4 | 4 | 1.35% | 1.86% | 2.30% | Q4 2022 | Q3 2023 | 4 |
| LEU | CENTRUS ENERGY CORP | 4 | 4 | 1.40% | 1.63% | 2.15% | Q4 2022 | Q3 2023 | 4 |
| APA | APA CORPORATION | 4 | 4 | 1.30% | 1.58% | 2.04% | Q4 2022 | Q3 2023 | 4 |
| UUUU | ENERGY FUELS INC | 4 | 4 | 1.37% | 1.49% | 1.66% | Q4 2022 | Q3 2023 | 4 |
| NXE | NEXGEN ENERGY LTD | 4 | 4 | 1.26% | 1.43% | 1.63% | Q4 2022 | Q3 2023 | 4 |
| UEC | URANIUM ENERGY CORP | 4 | 4 | 0.76% | 1.23% | 1.80% | Q4 2022 | Q3 2023 | 4 |
| CTVA | CORTEVA INC | 4 | 4 | 0.91% | 1.22% | 1.42% | Q4 2022 | Q3 2023 | 4 |
| ERO | ERO COPPER CORP | 4 | 4 | 1.01% | 1.20% | 1.41% | Q4 2022 | Q3 2023 | 4 |
| ORLA MNG LTD NEW | 4 | 4 | 0.87% | 1.17% | 1.41% | Q4 2022 | Q3 2023 | 4 | |
| IPI | INTREPID POTASH INC | 4 | 4 | 0.97% | 1.14% | 1.32% | Q4 2022 | Q3 2023 | 4 |
| RIG | TRANSOCEAN LTD | 4 | 4 | 0.83% | 1.10% | 1.23% | Q4 2022 | Q3 2023 | 4 |
| DNN | DENISON MINES CORP | 4 | 4 | 0.90% | 0.99% | 1.12% | Q4 2022 | Q3 2023 | 4 |
| EQX | EQUINOX GOLD CORP | 4 | 4 | 0.78% | 0.94% | 1.20% | Q4 2022 | Q3 2023 | 4 |
| PAAS | PAN AMERN SILVER CORP | 4 | 4 | 0.70% | 0.89% | 1.07% | Q4 2022 | Q3 2023 | 4 |
| VAL | VALARIS LTD | 4 | 4 | 0.75% | 0.80% | 0.86% | Q4 2022 | Q3 2023 | 4 |
| NOV | NOV INC | 4 | 4 | 0.66% | 0.79% | 0.91% | Q4 2022 | Q3 2023 | 4 |
| LPI | VITAL ENERGY INC | 4 | 4 | 0.54% | 0.73% | 0.95% | Q4 2022 | Q3 2023 | 4 |
| CMCL | CALEDONIA MNG CORP PLC | 4 | 4 | 0.39% | 0.56% | 0.71% | Q4 2022 | Q3 2023 | 4 |
| SKEENA RES LTD NEW | 4 | 4 | 0.37% | 0.48% | 0.60% | Q4 2022 | Q3 2023 | 4 | |
| NG | NOVAGOLD RES INC | 4 | 4 | 0.24% | 0.36% | 0.47% | Q4 2022 | Q3 2023 | 4 |
| TMQ | TRILOGY METALS INC NEW | 4 | 4 | 0.19% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
| TRIPLE FLAG PRECIOUS M... | 3 | 3 | 0.27% | 0.32% | 0.37% | Q1 2023 | Q3 2023 | 3 | |
| PDCE | PDC ENERGY INC | 2 | 2 | 3.20% | 3.25% | 3.30% | Q4 2022 | Q1 2023 | 2 |
| SEADRILL 2021 LTD | 2 | 2 | 1.59% | 1.62% | 1.65% | Q2 2023 | Q3 2023 | 2 | |
| BORR DRILLING LTD | 2 | 2 | 1.38% | 1.51% | 1.65% | Q2 2023 | Q3 2023 | 2 | |
| CRK | COMSTOCK RES INC | 2 | 2 | 1.30% | 1.43% | 1.55% | Q2 2023 | Q3 2023 | 2 |
| OVV | OVINTIV INC | 2 | 2 | 0.76% | 0.91% | 1.05% | Q4 2022 | Q1 2023 | 2 |
| HBM | HUDBAY MINERALS INC | 2 | 2 | 0.71% | 0.75% | 0.79% | Q2 2023 | Q3 2023 | 2 |
| URG | UR-ENERGY INC | 2 | 2 | 0.63% | 0.72% | 0.81% | Q2 2023 | Q3 2023 | 2 |
| ENCORE ENERGY CORP | 2 | 2 | 0.59% | 0.64% | 0.70% | Q2 2023 | Q3 2023 | 2 | |
| PERMIAN RESOURCES CORP | 2 | 2 | 0.55% | 0.59% | 0.62% | Q4 2022 | Q1 2023 | 2 | |
| CPE | CALLON PETE CO DEL | 2 | 2 | 0.29% | 0.31% | 0.32% | Q4 2022 | Q1 2023 | 2 |
| TDW | TIDEWATER INC NEW | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
| MMX | MAVERIX METALS INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including RANGE RES CORP, CAMECO CORP, and PIONEER NAT RES CO, are the highest-conviction holdings of Goehring & Rozencwajg Associates, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Goehring & Rozencwajg Associates, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Goehring & Rozencwajg Associates, LLC owns currently or has owned in the past.