Goehring & Rozencwajg Associates, LLC / EXE
Goehring & Rozencwajg Associates, LLC’s Expand Energy Corporation Position
Does Goehring & Rozencwajg Associates, LLC own Expand Energy Corporation (EXE)? Yes — 225.9K shares worth $25M (+1.33% of its 13F portfolio) as of Q1 2026, up from 165.4K shares the prior filed quarter.
Position Value
$25M
Q1 2026
Shares
225.9K
% of Portfolio
+1.33%
Quarters Held
13
currently held
Position History EXE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 225.9K | $25M | +1.33% |
| Q4 2025 | 165.4K | $18M | +1.81% |
| Q3 2025 | 110.8K | $12M | +1.42% |
| Q2 2025 | 110.4K | $13M | +1.97% |
| Q1 2025 | 111.7K | $12M | +2.21% |
| Q4 2024 | 109.0K | $10M | +2.12% |
| Q3 2024 | 112.5K | $9M | +1.89% |
| Q2 2024 | 106.2K | $9M | +1.73% |
| Q1 2024 | 95.8K | $9M | +1.84% |
| Q4 2023 | 91.1K | $7M | +1.69% |
| Q3 2023 | 88.0K | $8M | +1.86% |
| Q2 2023 | 85.2K | $7M | +2.05% |
| Q1 2023 | 76.8K | $6M | +1.99% |
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 EXE.