Goehring & Rozencwajg Associates, LLC
Position in CNQ — CANADIAN NATURAL RESOURCES Ltd
CIK 1863154
NEW YORK, NY
Position in CNQ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$120,208,572
-$17,592,704 QoQ
Shares Held
3,043,255
+7.6% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
6.91%
of 13F equity value
Holder Rank
#62
of 745 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CNQ Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Goehring & Rozencwajg Associates, LLC holds $519,612,230 across 11 Oil & Gas E&P names. CNQ ranks #1 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
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|
3,043,255 | $120,208,572 | |
| 2 | RRC |
Range Resources Corp
|
2,920,613 | $108,617,597 | |
| 3 | EQT |
EQT Corp
|
1,240,409 | $65,952,546 | |
| 4 | AR |
ANTERO RESOURCES Corp
|
1,731,731 | $60,853,027 | |
| 5 | PR |
Permian Resources Corp
|
1,914,400 | $35,244,104 | |
| 6 | CHRD |
Chord Energy Corp
|
306,981 | $35,087,928 | |
| 7 | MTDR |
Matador Resources Co
|
482,216 | $24,004,712 | |
| 8 | EXE |
EXPAND ENERGY Corp
|
237,837 | $21,688,356 |
All Filings in CNQ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,208,572 | 3,043,255 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||