Kopernik Global Investors·CIK 1599814
36
Positions
$909.9M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2022
Portfolio Value Over Time
| ▲ +2.2% |
| 3 | SWN | 8.81% | $80,163,000 | ▲ +1.6% |
| 4 | HMY | 6.89% | $62,669,000 | ▲ +1.4% |
| 5 | RRC | 8.15% | $74,162,000 | ▲ +1% |
| 6 | RGLD | 7.59% | $69,048,000 | ▲ +0.9% |
| 7 | IE | 1.01% | $9,176,000 | NEW |
| 8 | SA | 4.55% | $41,442,000 | ▲ +0.7% |
| 9 | SABR | 1.37% | $12,447,000 | ▲ +0.9% |
| 10 | AL | 1.54% | $14,049,000 | ▲ +0.5% |
| 11 | HY | 0.82% | $7,465,000 | ▲ +0.3% |
| 12 | NGD | 0.29% | $2,604,000 | NEW |
| 13 | SIL | 0.05% | $456,000 | NEW |
| 14 | VGZ | 0.13% | $1,189,000 | ▲ +0% |
| 15 | PFE | 0.03% | $250,000 | ▲ +0% |