Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Goehring & Rozencwajg Resources Fund GOEHRING & ROZENCWAJG INVESTMENT FUNDS · 83 lines · as of Feb 28, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Goehring & Rozencwajg Resources Fund |
|---|---|
| Canadian Natural Resources Ltd | 5.51 % |
| Valterra Platinum Ltd | 5.51 % |
| Valaris Ltd | 5.15 % |
| Suncor Energy Inc | 5.14 % |
| SLB Ltd | 4.94 % |
| Seadrill Ltd | 4.39 % |
| Range Resources Corp | 4.35 % |
| Cameco Corp | 4.03 % |
| Noble Corp PLC | 3.41 % |
| Impala Platinum Holdings Ltd | 3.21 % |
| Sibanye Stillwater Ltd | 3.13 % |
| EQT Corp | 2.74 % |
| Core Natural Resources Inc | 2.58 % |
| Antero Resources Corp | 2.29 % |
| Birchcliff Energy Ltd | 2.14 % |
| Centrus Energy Corp | 1.70 % |
| Alpha Metallurgical Resources Inc | 1.70 % |
| Sprott Physical Uranium Trust | 1.61 % |
| Alamos Gold Inc | 1.60 % |
| Ivanhoe Electric Inc / US | 1.53 % |
| Uranium Energy Corp | 1.39 % |
| Guardian Metal Resources Plc | 1.31 % |
| Subsea 7 SA | 1.31 % |
| Energy Fuels Inc/Canada | 1.30 % |
| Chord Energy Corp | 1.23 % |
| Permian Resources Corp | 1.18 % |
| Hudbay Minerals Inc | 1.16 % |
| Equinox Gold Corp | 1.03 % |
| Oceaneering International Inc | 1.03 % |
| Paladin Energy Ltd | 0.98 % |
1 funds, 83 lines read.