# EDGAR Filing Document

**Accession Number:** 0001863154
**File Stem:** 0001085146-25-005355
**Filing Date:** 2025-8
**Character Count:** 19834
**Document Hash:** 62e7ecf8606abcedb79eca11fd277f56
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005355.hdr.sgml**: 20250819

**ACCESSION NUMBER**: 0001085146-25-005355

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250819

**EFFECTIVENESS DATE**: 20250819

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Goehring & Rozencwajg Associates, LLC
- **CENTRAL INDEX KEY:** 0001863154

**ORGANIZATION NAME:**
- **EIN:** 810893544
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23151
- **FILM NUMBER:** 251229437

**BUSINESS ADDRESS:**
- **STREET 1:** 115 BROADWAY
- **STREET 2:** 5TH FL
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10006
- **BUSINESS PHONE:** 6462169777

**MAIL ADDRESS:**
- **STREET 1:** 115 BROADWAY
- **STREET 2:** 5TH FL
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10006

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001863154

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Goehring  Rozencwajg Associates, LLC

**Address:** 115 Broadway, New York, NY 10006

**Telephone number:** 646-216-9777

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 801-107891

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                      | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                                                                                   | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Uranium Energy Corp.                | 916896103 | 07/16/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         464173 |                0 | FOR         |                                   464173 | FOR                         |  |
| Diamond Offshore Drilling, Inc.     | 25271C201 | 08/27/2024     | To vote on an advisory, non-binding proposal to approve the compensation that may be paid or become payable to Diamond Offshore's named executive officers that is based on or otherwise related to the transactions; and                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         262155 |                0 | FOR         |                                   262155 | FOR                         |  |
| Arch Resources, Inc.                | 03940R107 | 01/09/2025     | To approve, on a non-binding, advisory basis, certain compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Merger.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          18935 |                0 | FOR         |                                    18935 | FOR                         |  |
| Schlumberger N.V.                   | 806857108 | 04/02/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          51935 |                0 | FOR         |                                    51935 | FOR                         |  |
| EQT Corporation                     | 26884L109 | 04/16/2025     | Approval of a non-binding resolution to approve the 2024 compensation of the EQT Corporation's named executive officers (say-on-pay)                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         169090 |                0 | FOR         |                                   169090 | FOR                         |  |
| Core Natural Resources, Inc.        | 218937100 | 04/29/2025     | Approval, on an Advisory Basis, of the Compensation Paid to Core Natural Resources, Inc.'s Named Executive Officers in 2024.                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          96053 |                0 | FOR         |                                    96053 | FOR                         |  |
| Alpha Metallurgical Resources, Inc. | 020764106 | 05/07/2025     | Advisory approval of the Company's executive compensation as reported in the proxy statement for the annual meeting.                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          24869 |                0 | FOR         |                                    24869 | FOR                         |  |
| Alpha Metallurgical Resources, Inc. | 020764106 | 05/07/2025     | An advisory vote on the frequency of future advisory votes on the Company's executive compensation.                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          24869 |                0 | ONE YEAR    |                                    24869 | FOR                         |  |
| Noble Corporation plc               | G65431127 | 05/08/2025     | Approval by Advisory Vote of the Company's Executive Compensation.                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         109351 |                0 | FOR         |                                   109351 | FOR                         |  |
| Oceaneering International, Inc.     | 675232102 | 05/09/2025     | Advisory vote on a resolution to approve the compensation of our named executive officers.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         137237 |                0 | FOR         |                                   137237 | FOR                         |  |
| Trilogy Metals Inc.                 | 89621C105 | 05/13/2025     | Non-Binding Advisory Vote on Executive Compensation To consider and, if deemed advisable, pass a non-binding resolution approving the compensation of the Company's Named Executive Officers.                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         377553 |                0 | FOR         |                                   377553 | FOR                         |  |
| Range Resources Corporation         | 75281A109 | 05/14/2025     | To consider and vote on a non-binding proposal to approve our executive compensation philosophy ("say-on-pay").                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         419902 |                0 | FOR         |                                   419902 | FOR                         |  |
| Seadrill Limited                    | G7997W102 | 05/14/2025     | To conduct an advisory vote to approve the compensation of our named executive officers for 2024.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         140989 |                0 | FOR         |                                   140989 | FOR                         |  |
| Seadrill Limited                    | G7997W102 | 05/14/2025     | To conduct an advisory vote to approve the frequency of future advisory votes to approve executive compensation.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         140989 |                0 | ONE YEAR    |                                   140989 | FOR                         |  |
| NovaGold Resources Inc.             | 66987E206 | 05/15/2025     | Approval of Non-Binding Advisory Vote on Executive Compensation Approval of a non-binding resolution approving the compensation of the Company's Named Executive Officers. See disclosure under the heading "Additional Matters to be Acted Upon" as set out in the Company's Management Information Circular dated March 24, 2025 | SECTION 14A SAY-ON-PAY VOTES |         109216 |                0 | AGAINST     |                                   109216 | AGAINST                     |  |
| Diamondback Energy, Inc.            | 25278X109 | 05/21/2025     | The approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          20294 |                0 | FOR         |                                    20294 | FOR                         |  |
| Intrepid Potash, Inc.               | 46121Y201 | 05/29/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          61297 |                0 | FOR         |                                    61297 | FOR                         |  |
| The Mosaic Company                  | 61945C103 | 05/29/2025     | An advisory vote to approve the compensation of our named executive officers as disclosed in the Proxy Statement.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         126037 |                0 | FOR         |                                   126037 | FOR                         |  |
| Transocean Ltd.                     | H8817H100 | 05/30/2025     | Advisory Vote to Approve Named Executive Officer Compensation for Fiscal Year 2025                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           1820 |                0 | FOR         |                                     1820 | FOR                         |  |
| Antero Resources Corporation        | 03674X106 | 06/04/2025     | To approve, on an advisory basis, the compensation of Antero Resources Corporation's named executive officers.                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         244598 |                0 | AGAINST     |                                   244598 | AGAINST                     |  |
| Civitas Resources, Inc.             | 17888H103 | 06/04/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          56122 |                0 | FOR         |                                    56122 | FOR                         |  |
| Expand Energy Corporation           | 165167735 | 06/05/2025     | To approve on an advisory basis our named executive officer compensation for 2024.                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          32084 |                0 | FOR         |                                    32084 | FOR                         |  |
| Ivanhoe Electric Inc.               | 46578C108 | 06/05/2025     | Non Binding, Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         436804 |                0 | FOR         |                                   436804 | FOR                         |  |
| Ur-Energy Inc.                      | 91688R108 | 06/05/2025     | Say on Pay Approve in an advisory (non-binding) vote the compensation of the Company's named executive officers.                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         951023 |                0 | FOR         |                                   951023 | FOR                         |  |
| enCore Energy Corp.                 | 29259W700 | 06/11/2025     | To approve, on an advisory basis, the compensation of our named executive officers;                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         336523 |                0 | FOR         |                                   336523 | FOR                         |  |
| enCore Energy Corp.                 | 29259W700 | 06/11/2025     | To approve, on an advisory basis, the frequency of future advisory votes on the compensation of our named executive officers; and                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         336523 |                0 | ONE YEAR    |                                   336523 | FOR                         |  |
| Freeport-McMoRan Inc.               | 35671D857 | 06/11/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          66317 |                0 | FOR         |                                    66317 | FOR                         |  |
| Matador Resources Company           | 576485205 | 06/12/2025     | Advisory vote to approve the compensation of the Company's named executive officers                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          83107 |                0 | FOR         |                                    83107 | FOR                         |  |
| Valaris Limited                     | G9460G101 | 06/12/2025     | To approve on a non-binding advisory basis the compensation of our named executive officers.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          48859 |                0 | FOR         |                                    48859 | FOR                         |  |
| Centrus Energy Corp.                | 15643U104 | 06/20/2025     | To hold an advisory vote to approve the Company's executive compensation.                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          59901 |                0 | FOR         |                                    59901 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Goehring  Rozencwajg Associates, LLC

**By (Signature):** Kevin O'Friel

**By (Printed Signature):** Kevin O'Friel

**By (Title):** COO

**Date:** 08/18/2025