Kopernik Global Investors·CIK 1599814
25
Positions
$891.0M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2021
Portfolio Value Over Time
| 3 | KT | 11.95% | $106,488,000 | ▲ +1.9% |
| 4 | SWN | 10.99% | $97,883,000 | ▲ +1.3% |
| 5 | TEN | 1.45% | $12,916,000 | ▲ +0.4% |
| 6 | KEP | 1.88% | $16,745,000 | ▲ +0% |
| 7 | SA | 4.01% | $35,712,000 | ▲ +0.2% |
| 8 | AER | 0.15% | $1,314,000 | ▲ +0.1% |
| 9 | VEONXXXX | 0.57% | $5,085,000 | ▲ +0.1% |
| 10 | IAG | 1.20% | $10,719,000 | ▲ +0.1% |
| 11 | VGZ | 0.03% | $245,000 | NEW |
| 12 | NKE | 0.03% | $238,000 | NEW |
| 13 | SII | 5.39% | $48,068,000 | ▲ +0.3% |
| 14 | TRQ | 19.06% | $169,816,000 | ▲ +1.3% |
| 15 | DPZ | 0.02% | $142,000 | NEW |
| 16 | CMG | 0.01% | $122,000 | NEW |
| 17 | ZTS | 0.01% | $85,000 | NEW |