Goehring & Rozencwajg Associates, LLC
Position in AR — ANTERO RESOURCES Corp
CIK 1863154
NEW YORK, NY
Position in AR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$68,631,336
+$27,843,791 QoQ
Shares Held
1,617,138
+36.6% QoQ
Ownership
0.522%
of shares outstanding
% of Portfolio
3.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 84.5549359423871.ToString("F0")%
Shared 0.ToString("F0")%
None 15.445064057612894.ToString("F0")%
Common Shares in AR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Goehring & Rozencwajg Associates, LLC holds $591,711,825 across 11 Oil & Gas E&P names. AR ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
2,827,853 | $137,801,276 | |
| 2 | RRC |
Range Resources Corp
|
2,721,749 | $122,968,619 | |
| 3 | EQT |
EQT Corp
|
1,159,203 | $73,771,678 | |
| 4 | AR |
ANTERO RESOURCES Corp
This page
|
1,617,138 | $68,631,336 | |
| 5 | CHRD |
Chord Energy Corp
|
283,461 | $40,302,484 | |
| 6 | PR |
Permian Resources Corp
|
1,814,700 | $38,689,404 | |
| 7 | MTDR |
Matador Resources Co
|
457,894 | $28,929,742 | |
| 8 | EXE |
EXPAND ENERGY Corp
|
225,860 | $24,794,910 |
All Filings in AR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,631,336 | 1,617,138 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $40,787,545 | 1,183,620 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,651,627 | 823,946 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $33,215,371 | 824,612 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,337,644 | 849,101 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $29,110,146 | 830,532 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $24,365,994 | 850,471 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $26,374,306 | 808,284 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $21,123,136 | 728,384 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,693,675 | 691,961 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,913,891 | 666,426 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,055,148 | 653,719 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,625,224 | 590,092 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $17,183,955 | 554,500 | Shares | Sole | 2023-03-01 | |
| No filing history on record for this holder in this stock. | ||||||