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Equibles

Goehring & Rozencwajg Associates, LLC

Position in EU — enCore Energy Corp.

CIK 1863154 NEW YORK, NY
Back to EU Full portfolio

Position in EU

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$1,976,112
-$660,391 QoQ
Shares Held
1,508,483
+3.0% QoQ
Ownership
0.776%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#15
of 144 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 88% Shared 0% None 12%

Common Shares in EU 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. EU ranks #8 (0.9% 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.
 5,117,155 $15,658,494
7 URG
Ur-Energy Inc
 4,384,124 $5,962,408
8 EU
enCore Energy Corp.
This page 		1,508,483 $1,976,112

All Filings in EU

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,976,112 1,508,483
2026-03-31 $2,636,503 1,464,724
2025-12-31 $3,043,592 1,227,255
2025-09-30 $3,740,728 1,165,336
2025-06-30 $3,321,375 1,161,320
2025-03-31 $1,591,834 1,161,923
2024-12-31 $3,875,536 1,136,521
2024-09-30 $4,693,057 1,161,648
2024-06-30 $4,265,239 1,082,548
2024-03-31 $4,282,098 977,648
2023-12-31 $3,557,416 905,195
2023-09-30 $2,839,688 871,070
2023-06-30 $2,036,691 845,100