Kopernik Global Investors·CIK 1599814
33
Positions
$961.2M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2023
Portfolio Value Over Time
| 3 | SKYW | 5.90% | $56,714,252 | ▲ +1.7% |
| 4 | SWN | 10.94% | $105,125,070 | ▲ +1.7% |
| 5 | HMY | 7.45% | $71,583,048 | ▲ +1.5% |
| 6 | RRC | 9.73% | $93,568,618 | ▲ +1.5% |
| 7 | PPTA | 2.43% | $23,365,130 | ▲ +0.9% |
| 8 | RGLD | 8.14% | $78,193,209 | ▲ +1% |
| 9 | SAND | 0.80% | $7,704,292 | ▲ +0.7% |
| 10 | VEON | 0.45% | $4,288,972 | NEW |
| 11 | NG | 5.72% | $54,988,289 | ▲ +0.4% |
| 12 | THM | 0.88% | $8,429,738 | ▲ +0.3% |
| 13 | SA | 3.66% | $35,143,917 | ▲ +0.3% |
| 14 | IE | 1.49% | $14,305,021 | ▲ +0.1% |
| 15 | NAK | 0.80% | $7,658,481 | ▲ +0.1% |
| 16 | VGZ | 0.18% | $1,755,649 | ▲ +0% |
| 17 | ABBV | 0.00% | $37,296 | NEW |