Goehring & Rozencwajg Associates 13FHR Quarterly holdings report by institutional manager | SEC 28 Feb 23

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
ALPHA METALLURGICAL RESOUR I	COM	020764106	8,539,548	58,340	SH		SOLE		58,340	0	0
ANTERO RESOURCES CORP	COM	03674X106	17,219,233	554,500	SH		SOLE		554,500	0	0
APA CORPORATION	COM	03743Q108	5,737,844	123,753	SH		SOLE		123,753	0	0
ARCH RESOURCES INC	CL A	03940R107	6,457,437	45,257	SH		SOLE		45,257	0	0
CALEDONIA MNG CORP PLC	SHS NEW	G1757E113	1,732,000	141,177	SH		SOLE		141,177	0	0
CALLON PETE CO DEL	COM	13123X508	914,331	24,725	SH		SOLE		24,725	0	0
CAMECO CORP	COM	13321L108	13,652,906	602,932	SH		SOLE		602,932	0	0
CENTRUS ENERGY CORP	CL A	15643U104	4,187,499	128,989	SH		SOLE		128,989	0	0
CF INDS HLDGS INC	COM	125269100	7,600,547	89,345	SH		SOLE		89,345	0	0
CHAMPIONX CORPORATION	COM	15872M104	6,103,612	211,315	SH		SOLE		211,315	0	0
CHESAPEAKE ENERGY CORP	COM	165167735	6,891,067	72,992	SH		SOLE		72,992	0	0
CIVITAS RESOURCES INC	COM NEW	17888H103	7,735,027	133,643	SH		SOLE		133,643	0	0
CONSOL ENERGY INC NEW	COM	20854L108	10,361,473	161,988	SH		SOLE		161,988	0	0
CORTEVA INC	COM	22052L104	3,893,958	66,243	SH		SOLE		66,243	0	0
DENISON MINES CORP	COM	248356107	2,676,354	2,330,129	SH		SOLE		2,330,129	0	0
DIAMOND OFFSHORE DRILLING IN	COM	25271C201	5,881,365	567,361	SH		SOLE		567,361	0	0
DIAMONDBACK ENERGY INC	COM	25278X109	5,927,072	43,349	SH		SOLE		43,349	0	0
ENERGY FUELS INC	COM NEW	292671708	4,233,982	682,815	SH		SOLE		682,815	0	0
EQT CORP	COM	26884L109	13,479,302	397,667	SH		SOLE		397,667	0	0
EQUINOX GOLD CORP	COM	29446Y502	2,182,076	665,957	SH		SOLE		665,957	0	0
ERO COPPER CORP	COM	296006109	2,843,919	206,749	SH		SOLE		206,749	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	5,640,718	148,933	SH		SOLE		148,933	0	0
INTREPID POTASH INC	COM	46121Y201	3,725,928	129,001	SH		SOLE		129,001	0	0
IVANHOE ELECTRIC INC	COM	46578C108	2,839,430	233,334	SH		SOLE		233,334	0	0
LAREDO PETROLEUM INC	COM	516806205	2,681,304	52,163	SH		SOLE		52,163	0	0
MATADOR RES CO	COM	576485205	11,119,958	194,439	SH		SOLE		194,439	0	0
MAVERIX METALS INC	COM NEW	57776F405	938,941	201,498	SH		SOLE		201,498	0	0
MOSAIC CO NEW	COM	61945C103	12,888,717	293,503	SH		SOLE		293,503	0	0
NEXGEN ENERGY LTD	COM	65340P106	3,814,419	863,327	SH		SOLE		863,327	0	0
NOBLE CORP PLC	ORD SHS A	G65431127	5,028,990	133,594	SH		SOLE		133,594	0	0
NOV INC	COM	62955J103	2,565,154	122,919	SH		SOLE		122,919	0	0
NOVAGOLD RES INC	COM NEW	66987E206	1,269,259	212,183	SH		SOLE		212,183	0	0
NUTRIEN LTD	COM	67077M108	9,091,289	124,472	SH		SOLE		124,472	0	0
OCEANEERING INTL INC	COM	675232102	5,002,450	286,968	SH		SOLE		286,968	0	0
ORLA MNG LTD NEW	COM	68634K106	3,440,067	851,319	SH		SOLE		851,319	0	0
OVINTIV INC	COM	69047Q102	2,957,988	58,369	SH		SOLE		58,369	0	0
PAN AMERN SILVER CORP	COM	697900108	2,755,377	168,517	SH		SOLE		168,517	0	0
PDC ENERGY INC	COM	69327R101	9,018,277	142,095	SH		SOLE		142,095	0	0
PERMIAN RESOURCES CORP	CLASS A COM	71424F105	1,556,501	165,840	SH		SOLE		165,840	0	0
PIONEER NAT RES CO	COM	723787107	15,446,921	67,710	SH		SOLE		67,710	0	0
RANGE RES CORP	COM	75281A109	25,166,260	1,004,975	SH		SOLE		1,004,975	0	0
SCHLUMBERGER LTD	COM STK	806857108	6,376,103	119,922	SH		SOLE		119,922	0	0
SKEENA RES LTD NEW	COM	83056P715	1,457,396	274,065	SH		SOLE		274,065	0	0
TRANSOCEAN LTD	REG SHS	H8817H100	2,334,813	512,340	SH		SOLE		512,340	0	0
TRILOGY METALS INC NEW	COM	89621C105	740,153	1,373,669	SH		SOLE		1,373,669	0	0
URANIUM ENERGY CORP	COM	916896103	2,828,114	731,073	SH		SOLE		731,073	0	0
VALARIS LIMITED	CL A	G9460G101	2,412,184	35,730	SH		SOLE		35,730	0	0

Goehring & Rozencwajg Associates 13F-HRQuarterly holdings report by institutional manager