Kopernik Global Investors·CIK 1599814
26
Positions
$557.6M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2019
Portfolio Value Over Time
15.83% |
| $88,240,000 |
| TRQ | 10.59% | $59,067,000 |
| RRC | 10.31% | $57,458,000 |
| WPM | 10.03% | $55,900,000 |
| SWN | 8.63% | $48,141,000 |
| NGD | 6.89% | $38,392,000 |
| NG | 5.86% | $32,671,000 |
| KEP | 4.48% | $24,969,000 |
| TNPXXXX | 3.27% | $18,258,000 |
| DSX | 2.46% | $13,688,000 |
| NAK | 1.41% | $7,839,000 |
| THM | 0.75% | $4,204,000 |
| RGLD | 0.58% | $3,212,000 |
| GEXXXX | 0.40% | $2,229,000 |
| AXIA | 0.06% | $320,000 |
| EEM | 0.06% | $315,000 |
| QSR | 0.02% | $114,000 |
| KGC | 0.01% | $82,000 |
| NKE | 0.01% | $61,000 |
| LND | 0.01% | $54,000 |
| AZO | 0.01% | $48,000 |
| SBUX | 0.01% | $40,000 |
| HD | 0.01% | $33,000 |
| SLV | 0.00% | $1,000 |
| TIF | 0.00% | $1,000 |