SEC 13F Intelligence

Goehring & Rozencwajg Associates, LLC / U6Z

Goehring & Rozencwajg Associates, LLC’s Uranium Energy Corp Position

Does Goehring & Rozencwajg Associates, LLC own Uranium Energy Corp (U6Z)? Yes2.20M shares worth $30M (+1.60% of its 13F portfolio) as of Q1 2026, up from 1.82M shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
2.20M
% of Portfolio
+1.60%
Quarters Held
13
currently held

Position History U6Z

Reported value by quarter
Q1 ’23: $2MQ1 ’23Q2 ’23: $5MQ3 ’23: $7MQ3 ’23Q4 ’23: $9MQ1 ’24: $10MQ1 ’24Q2 ’24: $10MQ3 ’24: $11MQ3 ’24Q4 ’24: $13MQ1 ’25: $10MQ1 ’25Q2 ’25: $12MQ3 ’25: $23MQ3 ’25Q4 ’25: $21MQ1 ’26: $30MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.20M$30M+1.60%
Q4 20251.82M$21M+2.11%
Q3 20251.73M$23M+2.78%
Q2 20251.73M$12M+1.80%
Q1 20251.78M$10M+1.82%
Q4 20241.75M$13M+2.57%
Q3 20241.80M$11M+2.28%
Q2 20241.71M$10M+2.04%
Q1 20241.55M$10M+2.26%
Q4 20231.47M$9M+2.28%
Q3 20231.42M$7M+1.80%
Q2 20231.38M$5M+1.35%
Q1 2023773.1K$2M+0.76%

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 U6Z.