Kopernik Global Investors·CIK 1599814
28
Positions
$525.9M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2019
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CCJ | 20.78% | $109,277,000 |
| KT |
16.68% |
| $87,715,000 |
| WPM | 10.33% | $54,322,000 |
| RRC | 8.65% | $45,479,000 |
| NGD | 7.52% | $39,535,000 |
| GEXXXX | 6.82% | $35,883,000 |
| TRQ | 6.13% | $32,255,000 |
| NG | 5.29% | $27,837,000 |
| KEP | 4.60% | $24,166,000 |
| SWN | 4.39% | $23,087,000 |
| DSX | 3.20% | $16,850,000 |
| TNPXXXX | 3.13% | $16,474,000 |
| NAK | 0.98% | $5,136,000 |
| THM | 0.77% | $4,072,000 |
| RGLD | 0.51% | $2,659,000 |
| EEM | 0.06% | $295,000 |
| AXIA | 0.05% | $251,000 |
| QSR | 0.02% | $118,000 |
| AZO | 0.02% | $88,000 |
| KGC | 0.02% | $79,000 |
| TIF | 0.01% | $76,000 |
| SBUX | 0.01% | $53,000 |
| LND | 0.01% | $47,000 |
| DPZ | 0.01% | $43,000 |
| AAPL | 0.01% | $39,000 |
| HD | 0.01% | $31,000 |
| SLV | 0.00% | $13,000 |
| NKE | 0.00% | $9,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDSSRM | $195,000 | 0.03% |