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
| Ticker | % Portfolio | Value |
|---|---|---|
| CCJ | 21.04% | $112,626,000 |
14.51% |
| $77,660,000 |
| KT | 14.18% | $75,914,000 |
| WPM | 10.36% | $55,485,000 |
| TRQ | 9.64% | $51,617,000 |
| NGD | 5.26% | $28,161,000 |
| DSX | 4.72% | $25,296,000 |
| TNPXXXX | 4.03% | $21,586,000 |
| DBDQQ | 3.29% | $17,604,000 |
| KGC | 3.11% | $16,650,000 |
| GG | 2.56% | $13,730,000 |
| NG | 2.30% | $12,330,000 |
| CLDPQ | 2.04% | $10,907,000 |
| GOLD | 0.85% | $4,529,000 |
| THM | 0.70% | $3,740,000 |
| NAK | 0.54% | $2,911,000 |
| RGLD | 0.45% | $2,390,000 |
| EEM | 0.20% | $1,075,000 |
| AXIA | 0.09% | $497,000 |
| SSRM | 0.03% | $158,000 |
| ABBV | 0.02% | $108,000 |
| TIF | 0.02% | $82,000 |
| SLV | 0.01% | $66,000 |
| DPZ | 0.01% | $60,000 |
| AZO | 0.01% | $53,000 |
| SAND | 0.01% | $48,000 |
| LND | 0.01% | $44,000 |
| NKE | 0.00% | $23,000 |
| AAPL | 0.00% | $20,000 |
| SBUX | 0.00% | $14,000 |
| HD | 0.00% | $13,000 |
| AMZN | 0.00% | $1,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDP | $6,475,000 | 0.96% |