Goehring & Rozencwajg Associates, LLC Portfolio Holdings

Goehring & Rozencwajg Associates, LLC

  • $504 Billion
  • Q2 2024

Goehring & Rozencwajg Associates, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $504 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Range Resources Corp with a value of $46.1B, Cameco Corp with a value of $35.3B, Antero Resources Corp with a value of $26.4B, Seadrill Limited with a value of $23.8B, and Eqt Corp with a value of $21.3B.

Examining the 13F form we can see an increase of $42.1B in the current position value, from $462B to 504B.

Goehring & Rozencwajg Associates, LLC is based out at New York, NY

Below you can find more details about Goehring & Rozencwajg Associates, LLC portfolio as well as his latest detailed transactions.

Portfolio value $504 Billion
Energy: $339 Billion
Basic Materials: $153 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $504 Billion
  • Prior Value $462 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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