Kopernik Global Investors·CIK 1599814
30
Positions
$1.0B
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2022
Portfolio Value Over Time
| 3 | KT | 11.88% | $119,109,000 | ▲ +1.5% |
| 4 | HMY | 4.14% | $41,546,000 | ▲ +1.1% |
| 5 | SWN | 9.68% | $97,048,000 | ▲ +1.2% |
| 6 | RRC | 7.58% | $75,968,000 | ▲ +1% |
| 7 | VEONXXXX | 1.09% | $10,937,000 | ▲ +0.6% |
| 8 | NG | 3.55% | $35,575,000 | ▲ +0.7% |
| 9 | THM | 1.37% | $13,779,000 | ▲ +0.4% |
| 10 | WPM | 7.52% | $75,443,000 | ▲ +0.6% |
| 11 | NAK | 1.32% | $13,220,000 | ▲ +0.3% |
| 12 | TEN | 0.97% | $9,694,000 | ▲ +0.2% |
| 13 | VGZ | 0.15% | $1,535,000 | ▲ +0.1% |
| 14 | NFLX | 0.04% | $403,000 | ▲ +0% |
| 15 | SLV | 0.01% | $141,000 | NEW |
| 16 | KEP | 1.52% | $15,219,000 | ▲ +0.1% |