Instuitional Investor - Goehring & Rozencwajg Associates, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Range Resources Corp	RRC	1,221,057	$37,168,975	8.98%
2.	Cameco Corp	CCJ	747,366	$32,211,475	7.78%
3.	Pioneer Natural Resources Co	PXD	93,982	$21,134,672	5.1%
4.	Alpha Metallurgical Resources Inc.	AMR	57,160	$19,372,667	4.68%
5.	Eqt Corp	EQT	492,974	$19,058,375	4.6%