Goehring & Rozencwajg Associates, LLC / EFR
Goehring & Rozencwajg Associates, LLC’s Energy Fuels Inc Position
Does Goehring & Rozencwajg Associates, LLC own Energy Fuels Inc (EFR)? Yes — 1.48M shares worth $27M (+1.46% of its 13F portfolio) as of Q1 2026, up from 1.23M shares the prior filed quarter.
Position Value
$27M
Q1 2026
Shares
1.48M
% of Portfolio
+1.46%
Quarters Held
13
currently held
Position History EFR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.48M | $27M | +1.46% |
| Q4 2025 | 1.23M | $18M | +1.77% |
| Q3 2025 | 1.17M | $18M | +2.16% |
| Q2 2025 | 1.17M | $7M | +1.03% |
| Q1 2025 | 1.17M | $5M | +0.92% |
| Q4 2024 | 1.15M | $6M | +1.26% |
| Q3 2024 | 1.18M | $6M | +1.32% |
| Q2 2024 | 1.10M | $7M | +1.32% |
| Q1 2024 | 915.1K | $6M | +1.25% |
| Q4 2023 | 851.4K | $6M | +1.48% |
| Q3 2023 | 823.8K | $7M | +1.66% |
| Q2 2023 | 797.8K | $5M | +1.43% |
| Q1 2023 | 718.3K | $4M | +1.37% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Goehring & Rozencwajg Associates, LLC’s full portfolio or all institutional holders of EFR.