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
| Ticker | % Portfolio | Value |
|---|---|---|
| TRQ | 15.98% | $160,277,000 |
| CCJ |
14.96% |
| $149,979,000 |
| KT | 11.88% | $119,109,000 |
| SWN | 9.68% | $97,048,000 |
| RRC | 7.58% | $75,968,000 |
| WPM | 7.52% | $75,443,000 |
| RGLD | 7.39% | $74,076,000 |
| SA | 4.24% | $42,482,000 |
| HMY | 4.14% | $41,546,000 |
| IAG | 3.65% | $36,583,000 |
| NG | 3.55% | $35,575,000 |
| SII | 2.57% | $25,745,000 |
| KEP | 1.52% | $15,219,000 |
| THM | 1.37% | $13,779,000 |
| NAK | 1.32% | $13,220,000 |
| VEONXXXX | 1.09% | $10,937,000 |
| TEN | 0.97% | $9,694,000 |
| AER | 0.27% | $2,662,000 |
| VGZ | 0.15% | $1,535,000 |
| NFLX | 0.04% | $403,000 |
| LULU | 0.03% | $262,000 |
| TSLA | 0.02% | $170,000 |
| NKE | 0.02% | $165,000 |
| CMG | 0.02% | $163,000 |
| PFE | 0.02% | $151,000 |
| ZTS | 0.01% | $145,000 |
| SLV | 0.01% | $141,000 |
| CS | 0.01% | $91,000 |
| PAYX | 0.01% | $66,000 |
| AZO | 0.01% | $63,000 |