Position in NE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$74,137,517
-$16,210,461 QoQ
Shares Held
1,987,601
+8.0% QoQ
Ownership
1.25%
of shares outstanding
% of Portfolio
4.26%
of 13F equity value
Holder Rank
#15
of 370 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in NE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Goehring & Rozencwajg Associates, LLC holds $285,725,101 across 4 Oil & Gas Drilling names. NE ranks #3 (25.9% of the industry book) .
All Filings in NE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,137,517 | 1,987,601 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $90,347,978 | 1,841,206 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $40,271,764 | 1,426,054 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,588,637 | 1,081,635 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,148,472 | 382,240 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,586,887 | 404,510 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,633,448 | 370,492 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $14,285,816 | 395,291 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,490,171 | 167,753 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,344,062 | 172,078 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,127,439 | 147,995 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,097,618 | 159,874 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,400,116 | 154,929 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,654,235 | 143,254 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,037,829 | 133,594 | Shares | Sole | 2023-03-01 | |
| No filing history on record for this holder in this stock. | ||||||