Goehring & Rozencwajg Associates, LLC / NXE
Goehring & Rozencwajg Associates, LLC’s Nexgen Energy Ltd Position
Does Goehring & Rozencwajg Associates, LLC own Nexgen Energy Ltd (NXE)? Yes — 1.81M shares worth $21M (+1.13% of its 13F portfolio) as of Q1 2026, up from 1.52M shares the prior filed quarter.
Position Value
$21M
Q1 2026
Shares
1.81M
% of Portfolio
+1.13%
Quarters Held
13
currently held
Position History NXE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.81M | $21M | +1.13% |
| Q4 2025 | 1.52M | $14M | +1.38% |
| Q3 2025 | 1.44M | $13M | +1.55% |
| Q2 2025 | 1.45M | $10M | +1.53% |
| Q1 2025 | 1.47M | $7M | +1.35% |
| Q4 2024 | 1.44M | $10M | +2.07% |
| Q3 2024 | 1.46M | $10M | +1.94% |
| Q2 2024 | 1.38M | $10M | +1.91% |
| Q1 2024 | 1.24M | $10M | +2.09% |
| Q4 2023 | 1.17M | $8M | +1.98% |
| Q3 2023 | 1.11M | $7M | +1.63% |
| Q2 2023 | 1.08M | $5M | +1.46% |
| Q1 2023 | 963.5K | $4M | +1.26% |
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 NXE.