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
| Ticker | % Portfolio | Value |
|---|---|---|
| TRQ | 20.13% | $211,069,000 |
| CCJ |
18.68% |
| $195,863,000 |
| KT | 10.37% | $108,802,000 |
| SWN | 8.53% | $89,449,000 |
| WPM | 6.92% | $72,554,000 |
| RRC | 6.58% | $69,022,000 |
| RGLD | 5.64% | $59,133,000 |
| SA | 4.49% | $47,103,000 |
| SII | 3.99% | $41,862,000 |
| HMY | 3.07% | $32,221,000 |
| NG | 2.85% | $29,861,000 |
| IAG | 2.31% | $24,241,000 |
| KEP | 1.46% | $15,275,000 |
| NAK | 0.99% | $10,392,000 |
| THM | 0.98% | $10,283,000 |
| TEN | 0.76% | $7,985,000 |
| VEONXXXX | 0.48% | $5,025,000 |
| AER | 0.33% | $3,463,000 |
| NGD | 0.13% | $1,405,000 |
| VGZ | 0.09% | $980,000 |
| NFLX | 0.02% | $210,000 |
| TSLA | 0.02% | $253,000 |
| LULU | 0.02% | $243,000 |
| NKE | 0.01% | $136,000 |
| PFE | 0.01% | $122,000 |
| CMG | 0.01% | $119,000 |
| CS | 0.01% | $112,000 |
| ZTS | 0.01% | $90,000 |
| PAYX | 0.01% | $82,000 |
| DPZ | 0.00% | $34,000 |
| AZO | 0.00% | $4,000 |