Goehring & Rozencwajg Associates

Fund

Natural-resource 13F. Metals and resource sleeve only.

Cameco is 5.2% of the 13F table · as of 2026-06-30 · 0001863154-26-000004.txt

15 tracked · Filing-sourced (SEC) · Positions as of Jun 30, 2026 · $260.2M · 13F, Form 4, 13D/G

Goehring & Rozencwajg Associates is a New York natural-resource manager. This page is gold, silver, uranium, and mining names from its Form 13F (CIK 0001863154, Acc 0001863154-26-000004, period 2026-06-30, filed 2026-08-05). Weights are percent of that 13F table ($1,738,729,931), not issuer ownership. Oil and gas lines from the same filing are outside this sleeve.

Portfolio allocation

15 positions weighted

Weights are official percent of the 13F information table, not issuer ownership. This page is the metals and resource sleeve only.

Holdings (15)

Metals/resource sleeve · official % of the 13F table · not issuer ownership

CCJ 5.2%

Largest % of 13F

$260.2M

Tracked value

15.0%

Named share of 13F table

1
CCJCameco Corporation
5.23%
893,328 shares · $91.0M
CURATEDSEC Form 13F · Goehring & Rozencwajg Associates, LLC CIK 0001863154 Acc 0001863154-26-000004 period 2026-06-30 filed 2026-08-05Jun 30, 2026Source
2
SBSWSibanye Stillwater Limited
2.24%
4,580,794 shares · $38.9M
CURATEDSEC Form 13F · Goehring & Rozencwajg Associates, LLC CIK 0001863154 Acc 0001863154-26-000004 period 2026-06-30 filed 2026-08-05Jun 30, 2026Source
3
UECUranium Energy Corp.
1.45%
2,357,786 shares · $25.1M
CURATEDSEC Form 13F · Goehring & Rozencwajg Associates, LLC CIK 0001863154 Acc 0001863154-26-000004 period 2026-06-30 filed 2026-08-05Jun 30, 2026Source
4
UUUUEnergy Fuels Inc.
1.33%
1,590,170 shares · $23.1M
CURATEDSEC Form 13F · Goehring & Rozencwajg Associates, LLC CIK 0001863154 Acc 0001863154-26-000004 period 2026-06-30 filed 2026-08-05Jun 30, 2026Source
5
IEIvanhoe Electric Inc.
1.25%
2,267,908 shares · $21.8M
CURATEDSEC Form 13F · Goehring & Rozencwajg Associates, LLC CIK 0001863154 Acc 0001863154-26-000004 period 2026-06-30 filed 2026-08-05Jun 30, 2026Source
6
NXENexGen Energy Ltd.
1.06%
1,964,702 shares · $18.4M
CURATEDSEC Form 13F · Goehring & Rozencwajg Associates, LLC CIK 0001863154 Acc 0001863154-26-000004 period 2026-06-30 filed 2026-08-05Jun 30, 2026Source
7
DNNDenison Mines Corp.
0.9%
5,117,155 shares · $15.7M
CURATEDSEC Form 13F · Goehring & Rozencwajg Associates, LLC CIK 0001863154 Acc 0001863154-26-000004 period 2026-06-30 filed 2026-08-05Jun 30, 2026Source
8
TMQTrilogy Metals Inc.
0.36%
1,775,530 shares · $6.2M
CURATEDSEC Form 13F · Goehring & Rozencwajg Associates, LLC CIK 0001863154 Acc 0001863154-26-000004 period 2026-06-30 filed 2026-08-05Jun 30, 2026Source
9
URGUr-Energy Inc.
0.34%
4,384,124 shares · $6.0M
CURATEDSEC Form 13F · Goehring & Rozencwajg Associates, LLC CIK 0001863154 Acc 0001863154-26-000004 period 2026-06-30 filed 2026-08-05Jun 30, 2026Source
10
NGNovaGold Resources Inc.
0.24%
710,721 shares · $4.2M
CURATEDSEC Form 13F · Goehring & Rozencwajg Associates, LLC CIK 0001863154 Acc 0001863154-26-000004 period 2026-06-30 filed 2026-08-05Jun 30, 2026Source
11
CMCLCaledonia Mining Corporation Plc
0.17%
156,906 shares · $3.0M
CURATEDSEC Form 13F · Goehring & Rozencwajg Associates, LLC CIK 0001863154 Acc 0001863154-26-000004 period 2026-06-30 filed 2026-08-05Jun 30, 2026Source
12
EUenCore Energy Corp.
0.11%
1,508,483 shares · $2.0M
CURATEDSEC Form 13F · Goehring & Rozencwajg Associates, LLC CIK 0001863154 Acc 0001863154-26-000004 period 2026-06-30 filed 2026-08-05Jun 30, 2026Source
13
TFPMTriple Flag Precious Metals Corp.
0.11%
61,584 shares · $1.8M
CURATEDSEC Form 13F · Goehring & Rozencwajg Associates, LLC CIK 0001863154 Acc 0001863154-26-000004 period 2026-06-30 filed 2026-08-05Jun 30, 2026Source
14
EQX (Orla)Equinox Gold Corp.
0.09%
165,196 shares · $1.6M
CURATEDSEC Form 13F · Goehring & Rozencwajg Associates, LLC CIK 0001863154 Acc 0001863154-26-000004 period 2026-06-30 filed 2026-08-05Jun 30, 2026Source
15
FCXFreeport-McMoRan Inc.
0.08%
21,912 shares · $1.4M
CURATEDSEC Form 13F · Goehring & Rozencwajg Associates, LLC CIK 0001863154 Acc 0001863154-26-000004 period 2026-06-30 filed 2026-08-05Jun 30, 2026Source

Named sleeve weights sum to 14.96% of the 13F table. The remaining 85.04% is the rest of that 13F (names outside this metals and resource sleeve).

Shows tracked precious metals holdings only, not full book. Full 13F filed by Goehring & Rozencwajg Associates, LLC.

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Additional disclosed positions from interviews and public statements may appear above the 13F-sourced list.

Precious-metals holdings from the most recent SEC 13F filed by Goehring & Rozencwajg Associates, LLC. That filing also includes non-precious-metals securities; this page shows only names in the GoldSignal universe. Cameco is the largest metals/resource line at 5.23% of the 13F table as of 2026-06-30. Weights are percent of the $1,738,729,931 information table (Acc 0001863154-26-000004, filed 2026-08-05), not issuer ownership. Oil and gas names from the same 13F are outside this sleeve.

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