Kopernik Global Investors·CIK 1599814
31
Positions
$1.0B
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2021
Portfolio Value Over Time
| ▲ +1.1% |
| 3 | RGLD | 5.64% | $59,133,000 | ▲ +3.1% |
| 4 | IAG | 2.31% | $24,241,000 | ▲ +1.1% |
| 5 | SA | 4.49% | $47,103,000 | ▲ +0.5% |
| 6 | HMY | 3.07% | $32,221,000 | ▲ +0.5% |
| 7 | AER | 0.33% | $3,463,000 | ▲ +0.2% |
| 8 | VGZ | 0.09% | $980,000 | ▲ +0.1% |
| 9 | TSLA | 0.02% | $253,000 | NEW |
| 10 | LULU | 0.02% | $243,000 | NEW |
| 11 | NFLX | 0.02% | $210,000 | NEW |
| 12 | PFE | 0.01% | $122,000 | NEW |
| 13 | CS | 0.01% | $112,000 | NEW |
| 14 | PAYX | 0.01% | $82,000 | NEW |