Kopernik Global Investors·CIK 1599814
32
Positions
$533.4M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2018
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CCJ | 20.23% | $107,900,000 |
12.71% |
| $67,793,000 |
| RRC | 12.43% | $66,320,000 |
| WPM | 11.19% | $59,697,000 |
| TRQ | 10.61% | $56,606,000 |
| GEXXXX | 8.50% | $45,315,000 |
| NGD | 5.21% | $27,790,000 |
| DSX | 3.53% | $18,844,000 |
| TNPXXXX | 3.18% | $16,938,000 |
| KGC | 2.70% | $14,386,000 |
| GG | 2.48% | $13,208,000 |
| NG | 2.40% | $12,788,000 |
| DBDQQ | 1.30% | $6,947,000 |
| THM | 0.76% | $4,068,000 |
| EEM | 0.69% | $3,656,000 |
| NAK | 0.55% | $2,958,000 |
| RGLD | 0.50% | $2,656,000 |
| CLDPQ | 0.33% | $1,737,000 |
| KEP | 0.28% | $1,471,000 |
| SLV | 0.18% | $948,000 |
| AXIA | 0.08% | $420,000 |
| SSRM | 0.04% | $220,000 |
| DPZ | 0.02% | $122,000 |
| ABBV | 0.02% | $116,000 |
| TIF | 0.02% | $109,000 |
| AAPL | 0.02% | $102,000 |
| AZO | 0.02% | $88,000 |
| LND | 0.01% | $53,000 |
| NKE | 0.01% | $44,000 |
| HD | 0.01% | $40,000 |
| SBUX | 0.00% | $22,000 |
| AMZN | 0.00% | $1,000 |