Kopernik Global Investors·CIK 1599814
27
Positions
$1.3B
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| SA | 16.49% | $206,526,690 |
14.75% |
| $184,723,720 |
| KT | 8.74% | $109,433,225 |
| NTR | 8.64% | $108,235,833 |
| CNC | 6.66% | $83,330,890 |
| BEN | 6.43% | $80,489,352 |
| NG | 6.27% | $78,561,812 |
| EXE | 6.01% | $75,219,058 |
| CRESY | 4.28% | $53,638,109 |
| SLB | 4.01% | $50,148,076 |
| RGLD | 3.72% | $46,609,323 |
| NAK | 3.41% | $42,672,521 |
| THM | 2.15% | $26,874,057 |
| B | 2.05% | $25,696,721 |
| MOH | 1.74% | $21,785,170 |
| CMCSA | 1.55% | $19,404,977 |
| AL | 1.46% | $18,306,385 |
| IE | 0.55% | $6,851,457 |
| VGZ | 0.39% | $4,859,180 |
| KEP | 0.35% | $4,424,492 |
| NEM | 0.19% | $2,316,620 |
| IRS | 0.11% | $1,411,956 |
| AZO | 0.02% | $213,600 |
| PAYX | 0.01% | $179,200 |
| ABBV | 0.01% | $84,180 |
| AAPL | 0.01% | $77,000 |
| AMGN | 0.00% | $465 |