Kopernik Global Investors·CIK 1599814
27
Positions
$586.1M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2019
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CCJ | 19.84% | $116,277,000 |
| KT |
14.98% |
| $87,765,000 |
| TRQ | 13.36% | $78,273,000 |
| RRC | 13.35% | $78,238,000 |
| WPM | 12.58% | $73,706,000 |
| NGD | 6.41% | $37,595,000 |
| NG | 4.68% | $27,428,000 |
| KEP | 4.00% | $23,469,000 |
| TNPXXXX | 3.32% | $19,482,000 |
| DSX | 2.78% | $16,294,000 |
| GEXXXX | 2.25% | $13,175,000 |
| NAK | 0.90% | $5,263,000 |
| THM | 0.75% | $4,386,000 |
| RGLD | 0.52% | $3,046,000 |
| EEM | 0.10% | $591,000 |
| AXIA | 0.06% | $352,000 |
| SSRM | 0.03% | $195,000 |
| KGC | 0.02% | $131,000 |
| AZO | 0.01% | $85,000 |
| TIF | 0.01% | $75,000 |
| AAPL | 0.01% | $70,000 |
| LND | 0.01% | $47,000 |
| DPZ | 0.01% | $45,000 |
| NKE | 0.01% | $42,000 |
| SBUX | 0.00% | $27,000 |
| SLV | 0.00% | $12,000 |
| HD | 0.00% | $7,000 |