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
| Ticker | % Portfolio | Value |
|---|---|---|
| CCJ | 21.87% | $194,863,000 |
19.06% |
| $169,816,000 |
| KT | 11.95% | $106,488,000 |
| SWN | 10.99% | $97,883,000 |
| RRC | 8.89% | $79,246,000 |
| SII | 5.39% | $48,068,000 |
| SA | 4.01% | $35,712,000 |
| NG | 3.68% | $32,753,000 |
| HMY | 2.57% | $22,863,000 |
| RGLD | 2.54% | $22,647,000 |
| KEP | 1.88% | $16,745,000 |
| TEN | 1.45% | $12,916,000 |
| NAK | 1.43% | $12,723,000 |
| NGD | 1.20% | $10,735,000 |
| IAG | 1.20% | $10,719,000 |
| THM | 1.07% | $9,499,000 |
| VEONXXXX | 0.57% | $5,085,000 |
| AER | 0.15% | $1,314,000 |
| VGZ | 0.03% | $245,000 |
| NKE | 0.03% | $238,000 |
| DPZ | 0.02% | $142,000 |
| CMG | 0.01% | $122,000 |
| ZTS | 0.01% | $85,000 |
| WPM | 0.01% | $85,000 |
| AZO | 0.00% | $1,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDSLV | $10,814,000 | 1.13% |