Kopernik Global Investors·CIK 1599814
21
Positions
$954.0M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2021
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CCJ | 18.43% | $175,798,000 |
17.78% |
| $169,627,000 |
| KT | 10.09% | $96,244,000 |
| SWN | 9.65% | $92,083,000 |
| RRC | 9.37% | $89,428,000 |
| WPM | 7.51% | $71,649,000 |
| SII | 5.06% | $48,294,000 |
| NG | 3.84% | $36,676,000 |
| SA | 3.84% | $36,671,000 |
| RGLD | 2.95% | $28,170,000 |
| KEP | 1.86% | $17,772,000 |
| NGD | 1.79% | $17,082,000 |
| NAK | 1.43% | $13,626,000 |
| THM | 1.32% | $12,553,000 |
| HMY | 1.20% | $11,453,000 |
| SLV | 1.13% | $10,814,000 |
| TEN | 1.09% | $10,381,000 |
| IAG | 1.09% | $10,368,000 |
| VEONXXXX | 0.48% | $4,563,000 |
| AER | 0.08% | $744,000 |
| AZO | 0.00% | $15,000 |