Goehring & Rozencwajg Associates, LLC Portfolio Holdings by Sector

Goehring & Rozencwajg Associates, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Oil & Gas E&P \| Energy RRC AR EQT CNQ MTDR CHK FANG CRK 9 stocks	$195 Million 37.49% of portfolio	7	2	-	-	0 Calls 0 Puts
Uranium \| Energy CCJ LEU UEC NXE DNN UUUU URG 7 stocks	$77.4 Million 14.91% of portfolio	7	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials AGI ORLA SBSW EQX CMCL NG 6 stocks	$71.8 Million 13.84% of portfolio	6	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials NTR MOS IPI 3 stocks	$54.5 Million 10.51% of portfolio	3	-	-	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy SDRL RIG BORR 3 stocks	$35.5 Million 6.85% of portfolio	3	-	-	-	0 Calls 0 Puts
Copper \| Basic Materials IE FCX HBM 3 stocks	$26.9 Million 5.18% of portfolio	3	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy OII SLB VAL 3 stocks	$24.8 Million 4.77% of portfolio	3	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials SKE TMQ 2 stocks	$14.8 Million 2.86% of portfolio	1	1	-	-	0 Calls 0 Puts
Coking Coal \| Basic Materials AMR 1 stocks	$9.21 Million 1.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Silver \| Basic Materials PAAS 1 stocks	$7.46 Million 1.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Other Precious Metals & Mining \| Basic Materials TFPM 1 stocks	$1.96 Million 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Goehring & Rozencwajg Associates, LLC, based on Form 13F filings with the SEC.

Stay updated on Goehring & Rozencwajg Associates, LLC with notifications on news.