Instuitional Investor - Goehring & Rozencwajg Associates, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Range Resources Corp	RRC	1,409,973	$46,416,311	9.53%
2.	Cameco Corp	CCJ	658,629	$34,202,604	7.02%
3.	Antero Resources Corp	AR	830,532	$25,372,753	5.21%
4.	Eqt Corp	EQT	592,417	$25,201,419	5.17%
5.	Core Natural Resources Inc.	CNR	201,172	$22,106,791	4.54%