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
| Ticker | % Portfolio | Value |
|---|---|---|
| TRQ | 12.63% | $114,952,000 |
| KT |
10.74% |
| $97,702,000 |
| SWN | 8.81% | $80,163,000 |
| RRC | 8.15% | $74,162,000 |
| CCJ | 7.88% | $71,706,000 |
| RGLD | 7.59% | $69,048,000 |
| HMY | 6.89% | $62,669,000 |
| WPM | 6.72% | $61,172,000 |
| SA | 4.55% | $41,442,000 |
| GDX | 3.85% | $35,014,000 |
| NG | 3.51% | $31,936,000 |
| IAG | 2.80% | $25,469,000 |
| SII | 2.30% | $20,887,000 |
| CS | 2.19% | $19,964,000 |
| AL | 1.54% | $14,049,000 |
| SABR | 1.37% | $12,447,000 |
| KEP | 1.24% | $11,293,000 |
| PPTA | 1.17% | $10,606,000 |
| TEN | 1.14% | $10,375,000 |
| IE | 1.01% | $9,176,000 |
| NAK | 0.85% | $7,776,000 |
| HY | 0.82% | $7,465,000 |
| THM | 0.80% | $7,272,000 |
| VEONXXXX | 0.56% | $5,126,000 |
| NGD | 0.29% | $2,604,000 |
| AER | 0.24% | $2,217,000 |
| VGZ | 0.13% | $1,189,000 |
| LULU | 0.05% | $461,000 |
| SIL | 0.05% | $456,000 |
| ZTS | 0.03% | $292,000 |
| PFE | 0.03% | $250,000 |
| NKE | 0.03% | $244,000 |
| SLV | 0.02% | $158,000 |
| PAYX | 0.01% | $121,000 |
| AZO | 0.00% | $12,000 |
| CMG | 0.00% | $8,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDTSLA | $477,000 | 0.06% |