Goehring & Rozencwajg Associates’s Canadian Natural Resources CNQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.7M	Buy	561,642 +34,877	+7%	+$1.1M	2.7%	12
2025 Q1	$16.2M	Buy	526,765 +14,421	+3%	+$444K	2.94%	9
2024 Q4	$15.2M	Buy	+512,344	New	+$15.2M	3.12%	9