Position in SU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$106,001,896
-$15,650,751 QoQ
Shares Held
1,974,700
+7.3% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
6.10%
of 13F equity value
Holder Rank
#75
of 753 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Goehring & Rozencwajg Associates, LLC holds $106,001,896 across 1 Oil & Gas Integrated name. SU ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SU |
Suncor Energy Inc
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|
1,974,700 | $106,001,896 |
All Filings in SU
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,001,896 | 1,974,700 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $121,652,647 | 1,840,155 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $32,266,621 | 727,381 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||