Goehring & Rozencwajg Associates, LLC
Position in CNQ — CANADIAN NATURAL RESOURCES Ltd
CIK 1863154
NEW YORK, NY
Position in CNQ
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$137,801,276
+$73,404,596 QoQ
Shares Held
2,827,853
+48.6% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
7.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 97.87800143783994.ToString("F0")%
Shared 0.ToString("F0")%
None 2.1219985621600554.ToString("F0")%
Common Shares in CNQ 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. CNQ ranks #1 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
This page
|
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
|
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 CNQ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,801,276 | 2,827,853 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $64,396,680 | 1,902,413 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $32,119,192 | 1,004,981 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,635,558 | 561,642 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,224,362 | 526,765 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $15,816,059 | 512,344 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||