Kopernik Global Investors·CIK 1599814
25
Positions
$724.5M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CCJ | 20.38% | $147,622,000 |
14.03% |
| $101,629,000 |
| SWN | 9.95% | $72,089,000 |
| RRC | 8.55% | $61,918,000 |
| KT | 8.18% | $59,276,000 |
| WPM | 6.69% | $48,435,000 |
| SII | 5.56% | $40,296,000 |
| SA | 4.54% | $32,880,000 |
| NGD | 3.58% | $25,922,000 |
| NG | 3.36% | $24,379,000 |
| KEP | 2.55% | $18,472,000 |
| RGLD | 2.48% | $17,958,000 |
| EMBJ | 2.06% | $14,891,000 |
| DSX | 1.69% | $12,221,000 |
| THM | 1.43% | $10,391,000 |
| BEN | 1.28% | $9,275,000 |
| TEN | 1.22% | $8,857,000 |
| NAK | 1.16% | $8,398,000 |
| IAG | 0.99% | $7,188,000 |
| AER | 0.25% | $1,807,000 |
| SLV | 0.06% | $461,000 |
| NKE | 0.01% | $53,000 |
| QSR | 0.01% | $81,000 |
| AZO | 0.00% | $3,000 |
| SBUX | – | $0 |