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Goehring & Rozencwajg Associates, LLC: CNQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goehring & Rozencwajg Associates, LLC on CNQ, newest first. How the timeline and the estimate are built.

Goehring & Rozencwajg Associates, LLC held 3,043,255 CNQ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,043,255 shares
    Change vs previous 13F +215,402 shares

    6.92% of the 13F portfolio, value $120,306,700.

    13F-HR 0001863154-26-000004 filed by Goehring & Rozencwajg Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,827,853 shares
    Change vs previous 13F +925,440 shares

    7.41% of the 13F portfolio, value $137,877,092.

    13F-HR 0001863154-26-000003 filed by Goehring & Rozencwajg Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,902,413 shares
    Change vs previous 13F +897,432 shares

    6.38% of the 13F portfolio, value $64,444,171.

    13F-HR 0001863154-26-000002 filed by Goehring & Rozencwajg Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,004,981 shares
    Change vs previous 13F +443,339 shares

    3.87% of the 13F portfolio, value $32,178,112.

    13F-HR 0001863154-25-000004 filed by Goehring & Rozencwajg Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 561,642 shares
    Change vs previous 13F +34,877 shares

    2.7% of the 13F portfolio, value $17,664,813.

    13F-HR 0001085146-25-004923 filed by Goehring & Rozencwajg Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 526,765 shares
    Change vs previous 13F +14,421 shares

    2.94% of the 13F portfolio, value $16,231,071.

    13F-HR 0001085146-25-002412 filed by Goehring & Rozencwajg Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 512,344 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $15,192,647.

    13F-HR 0001085146-25-000524 filed by Goehring & Rozencwajg Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).