Kopernik Global Investors·CIK 1599814
23
Positions
$556.8M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CCJ | 18.63% | $103,752,000 |
14.27% |
| $79,456,000 |
| TRQ | 10.43% | $58,088,000 |
| RRC | 9.92% | $55,217,000 |
| SWN | 8.85% | $49,262,000 |
| NGD | 8.83% | $49,194,000 |
| WPM | 7.01% | $39,024,000 |
| NAK | 3.75% | $20,886,000 |
| GEXXXX | 3.73% | $20,749,000 |
| NG | 3.72% | $20,722,000 |
| KEP | 3.09% | $17,189,000 |
| THM | 2.16% | $12,042,000 |
| TNPXXXX | 1.32% | $7,333,000 |
| EMBJ | 1.30% | $7,264,000 |
| DSX | 1.29% | $7,207,000 |
| BEN | 0.97% | $5,416,000 |
| RGLD | 0.57% | $3,169,000 |
| SLV | 0.09% | $496,000 |
| QSR | 0.03% | $150,000 |
| SBUX | 0.01% | $74,000 |
| NKE | 0.01% | $67,000 |
| AZO | 0.01% | $63,000 |
| HD | 0.00% | $21,000 |