Goehring & Rozencwajg Associates, LLC
Position in DNN — Denison Mines Corp.
CIK 1863154
NEW YORK, NY
Position in DNN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$16,663,770
+$6,149,450 QoQ
Shares Held
4,720,615
+19.4% QoQ
Ownership
0.522%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026Goehring & Rozencwajg Associates, LLC holds $229,389,733 across 8 Uranium names. DNN ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCJ |
Cameco Corp
|
836,431 | $90,844,770 | |
| 2 | LEU |
Centrus Energy Corp
|
202,058 | $35,075,248 | |
| 3 | UEC |
Uranium Energy Corp
|
2,201,921 | $29,725,933 | |
| 4 | UUUU |
Energy Fuels Inc
|
1,484,902 | $27,099,461 | |
| 5 | NXE |
NexGen Energy Ltd.
|
1,810,943 | $21,006,938 | |
| 6 | DNN |
Denison Mines Corp.
This page
|
4,720,615 | $16,663,770 | |
| 7 | URG |
Ur-Energy Inc
|
4,253,094 | $6,337,110 | |
| 8 | EU |
enCore Energy Corp.
|
1,464,724 | $2,636,503 |
All Filings in DNN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,663,770 | 4,720,615 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,514,320 | 3,952,752 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,321,148 | 3,753,145 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,837,714 | 3,756,986 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,931,165 | 3,793,204 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,678,174 | 3,710,097 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,034,719 | 3,844,109 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,123,861 | 3,579,830 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,045,448 | 3,100,230 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,107,793 | 2,885,759 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,594,654 | 2,784,639 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,379,811 | 2,703,849 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,653,800 | 2,434,679 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,679,648 | 2,330,129 | Shares | Sole | 2023-03-01 | |
| No filing history on record for this holder in this stock. | ||||||