Holdings (Monthly) Guide ↗

Goehring & Rozencwajg Resources Fund

· Goehring & Rozencwajg Investment Funds

Monthly Holdings $1.1B AUM 3 positions Period May 2026 Filed Jul 23, 2026 EDGAR ↗ ← All Funds

All 14 New 47 Added 3 Reduced 6 Exited · May 2026 vs Feb 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	Suncor Energy Inc	867224107	Feb 2026	881,536	-88,702	$55.1M	+0.5%	5.12%	EC
2	Bny Dreyfus Treasury Securities Cash Management	261941108	Feb 2026	3,583,113	-197,288	$3.6M	-5.2%	0.33%	STIV
3	Orla Mining Ltd	68634K106	Feb 2026	76,205	-237,544	$1.0M	-84.9%	0.09%	EC