Kopernik Global Investors·CIK 1599814
26
Positions
$644.8M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CCJ | 18.14% | $116,956,000 |
12.37% |
| $79,753,000 |
| TRQ | 11.84% | $76,351,000 |
| SWN | 10.41% | $67,114,000 |
| RRC | 9.51% | $61,328,000 |
| WPM | 5.77% | $37,184,000 |
| NGD | 5.75% | $37,063,000 |
| SII | 4.49% | $28,961,000 |
| NG | 4.16% | $26,840,000 |
| GEXXXX | 4.10% | $26,431,000 |
| NAK | 3.28% | $21,168,000 |
| KEP | 2.98% | $19,192,000 |
| THM | 1.42% | $9,186,000 |
| DSX | 1.31% | $8,440,000 |
| TEN | 1.27% | $8,219,000 |
| EMBJ | 0.91% | $5,841,000 |
| BEN | 0.82% | $5,304,000 |
| SA | 0.82% | $5,271,000 |
| RGLD | 0.43% | $2,742,000 |
| AER | 0.16% | $1,004,000 |
| SLV | 0.04% | $277,000 |
| QSR | 0.02% | $109,000 |
| AZO | 0.00% | $31,000 |
| SBUX | 0.00% | $27,000 |
| NKE | 0.00% | $10,000 |
| HD | 0.00% | $6,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDTNPXXXX | $7,333,000 | 1.32% |