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Portfolio (Quarterly) Guide ↗

Goehring & Rozencwajg Associates, LLC

· CIK 0001863154
13F Portfolio $1.9B AUM 43 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 31 Added 7 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HCC WARRIOR MET COAL INC Energy 598,113.0 $55.7M 2.99% NEW $93.15 +2.1%
2 CHRD CHORD ENERGY CORPORATION Energy 283,461.0 $40.3M 2.17% NEW $142.18 -10.7%
3 SM SM ENERGY COMPANY Energy 487,730.0 $15.2M 0.82% NEW $31.18 -9.9%
4 TDW TIDEWATER INC NEW Energy 3,914.0 $327K 0.02% NEW $83.55 -19.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 85.4%
Basic Materials 13.1%
Technology 1.5%