Kopernik Global Investors·CIK 1599814
33
Positions
$865.9M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| TRQ | 15.43% | $133,582,000 |
| KT |
12.90% |
| $111,731,000 |
| CCJ | 10.17% | $88,089,000 |
| WPM | 8.37% | $72,450,000 |
| SWN | 7.23% | $62,589,000 |
| RRC | 7.13% | $61,711,000 |
| RGLD | 6.72% | $58,187,000 |
| HMY | 5.51% | $47,721,000 |
| IAG | 5.47% | $47,358,000 |
| NG | 4.33% | $37,478,000 |
| SA | 3.85% | $33,329,000 |
| SII | 2.50% | $21,626,000 |
| PPTA | 2.01% | $17,379,000 |
| KEP | 1.64% | $14,236,000 |
| TEN | 1.14% | $9,892,000 |
| AL | 1.07% | $9,274,000 |
| NAK | 0.96% | $8,302,000 |
| VEONXXXX | 0.85% | $7,368,000 |
| THM | 0.83% | $7,164,000 |
| HY | 0.54% | $4,712,000 |
| SABR | 0.52% | $4,538,000 |
| AER | 0.49% | $4,262,000 |
| VGZ | 0.11% | $994,000 |
| LULU | 0.06% | $481,000 |
| TSLA | 0.06% | $477,000 |
| NKE | 0.04% | $350,000 |
| ZTS | 0.02% | $200,000 |
| PAYX | 0.02% | $132,000 |
| PFE | 0.01% | $126,000 |
| CS | 0.01% | $66,000 |
| SLV | 0.01% | $51,000 |
| AZO | 0.00% | $39,000 |
| CMG | 0.00% | $37,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDNFLX | $403,000 | 0.04% |