Kopernik Global Investors·CIK 1599814
22
Positions
$888.5M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2021
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CCJ | 18.35% | $163,008,000 |
16.04% |
| $142,565,000 |
| SWN | 10.72% | $95,278,000 |
| KT | 9.56% | $84,958,000 |
| RRC | 9.38% | $83,312,000 |
| WPM | 7.15% | $63,555,000 |
| SII | 6.06% | $53,878,000 |
| NG | 4.10% | $36,416,000 |
| SA | 3.62% | $32,128,000 |
| RGLD | 2.77% | $24,579,000 |
| NGD | 1.98% | $17,615,000 |
| NAK | 1.91% | $16,979,000 |
| KEP | 1.89% | $16,837,000 |
| EMBJ | 1.86% | $16,527,000 |
| THM | 1.30% | $11,583,000 |
| TEN | 1.24% | $10,984,000 |
| IAG | 1.13% | $10,083,000 |
| DSX | 0.80% | $7,119,000 |
| AER | 0.09% | $839,000 |
| SLV | 0.02% | $208,000 |
| NKE | 0.01% | $49,000 |
| AZO | 0.00% | $37,000 |