Skip to main content
Equibles

Goehring & Rozencwajg Associates, LLC

Position in DNN — Denison Mines Corp.

CIK 1863154 NEW YORK, NY
Back to DNN Full portfolio

Position in DNN

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$15,658,494
-$1,005,276 QoQ
Shares Held
5,117,155
+8.4% QoQ
Ownership
0.565%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#22
of 283 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 89% Shared 0% None 11%

Common Shares in DNN Over Time

Shares Held

Position Value (USD)

Position in Uranium

Energy · as of Jun 30, 2026

Goehring & Rozencwajg Associates, LLC holds $217,617,240 across 8 Uranium names. DNN ranks #6 (7.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CCJ
Cameco Corp
 893,328 $90,994,390
2 LEU
Centrus Energy Corp
 216,750 $36,385,822
3 UEC
Uranium Energy Corp
 2,357,786 $25,133,998
4 UUUU
Energy Fuels Inc
 1,590,170 $23,057,465
5 NXE
NexGen Energy Ltd.
 1,964,702 $18,448,551
6 DNN
Denison Mines Corp.
This page 		5,117,155 $15,658,494
7 URG
Ur-Energy Inc
 4,384,124 $5,962,408
8 EU
enCore Energy Corp.
 1,508,483 $1,976,112

All Filings in DNN

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,658,494 5,117,155
2026-03-31 $16,663,770 4,720,615
2025-12-31 $10,514,320 3,952,752
2025-09-30 $10,321,148 3,753,145
2025-06-30 $6,837,714 3,756,986
2025-03-31 $4,931,165 3,793,204
2024-12-31 $6,678,174 3,710,097
2024-09-30 $7,034,719 3,844,109
2024-06-30 $7,123,861 3,579,830
2024-03-31 $6,045,448 3,100,230
2023-12-31 $5,107,793 2,885,759
2023-09-30 $4,594,654 2,784,639
2023-06-30 $3,379,811 2,703,849
2023-03-31 $2,653,800 2,434,679
2022-12-31 $2,679,648 2,330,129