Kopernik Global Investors·CIK 1599814
32
Positions
$535.4M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2018
Portfolio Value Over Time
| ▲ +4% |
| 3 | KT | 14.18% | $75,914,000 | ▲ +4.7% |
| 4 | CCJ | 21.04% | $112,626,000 | ▲ +3.4% |
| 5 | RRC | 14.51% | $77,660,000 | ▲ +2.4% |
| 6 | DSX | 4.72% | $25,296,000 | ▲ +0.3% |
| 7 | TNPXXXX | 4.03% | $21,586,000 | ▲ +0.5% |
| 8 | EEM | 0.20% | $1,075,000 | ▲ +0.1% |
| 9 | NAK | 0.54% | $2,911,000 | ▲ +0.2% |
| 10 | THM | 0.70% | $3,740,000 | ▲ +0.1% |
| 11 | SLV | 0.01% | $66,000 | NEW |
| 12 | AXIA | 0.09% | $497,000 | ▲ +0% |
| 13 | LND | 0.01% | $44,000 | NEW |
| 14 | RGLD | 0.45% | $2,390,000 | ▲ +0.1% |
| 15 | NKE | 0.00% | $23,000 | NEW |
| 16 | AAPL | 0.00% | $20,000 | NEW |
| 17 | SBUX | 0.00% | $14,000 | NEW |
| 18 | HD | 0.00% | $13,000 | NEW |
| 19 | AMZN | 0.00% | $1,000 | NEW |