Kopernik Global Investors·CIK 1599814
26
Positions
$677.9M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2018
Portfolio Value Over Time
| NEW |
| 3 | WPM | 10.31% | $69,933,000 | NEW |
| 4 | KT | 9.45% | $64,062,000 | NEW |
| 5 | GOLD | 9.16% | $62,083,000 | NEW |
| 6 | NGD | 8.22% | $55,755,000 | NEW |
| 7 | TRQ | 5.68% | $38,518,000 | NEW |
| 8 | DBDQQ | 4.95% | $33,549,000 | NEW |
| 9 | DSX | 4.39% | $29,780,000 | NEW |
| 10 | KGC | 3.98% | $26,958,000 | NEW |
| 11 | TNPXXXX | 3.49% | $23,687,000 | NEW |
| 12 | GG | 2.79% | $18,897,000 | NEW |
| 13 | CLDPQ | 2.57% | $17,416,000 | NEW |
| 14 | P | 0.96% | $6,475,000 | NEW |
| 15 | NG | 2.50% | $16,981,000 | ▲ +0.3% |
| 16 | THM | 0.58% | $3,953,000 | NEW |
| 17 | RGLD | 0.36% | $2,413,000 | NEW |
| 18 | EEM | 0.10% | $664,000 | NEW |
| 19 | AXIA | 0.06% | $439,000 | NEW |
| 20 | ABBV | 0.04% | $252,000 | NEW |
| 21 | SSRM | 0.03% | $179,000 | NEW |
| 22 | AZO | 0.01% | $92,000 | NEW |
| 23 | DPZ | 0.01% | $82,000 | NEW |
| 24 | TIF | 0.01% | $71,000 | NEW |