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
| Ticker | % Portfolio | Value |
|---|---|---|
| WPM | 12.90% | $123,944,432 |
| KT |
12.63% |
| $121,418,242 |
| SWN | 10.94% | $105,125,070 |
| RRC | 9.73% | $93,568,618 |
| RGLD | 8.14% | $78,193,209 |
| HMY | 7.45% | $71,583,048 |
| SKYW | 5.90% | $56,714,252 |
| NG | 5.72% | $54,988,289 |
| CCJ | 5.70% | $54,800,556 |
| IAG | 5.18% | $49,759,137 |
| SA | 3.66% | $35,143,917 |
| PPTA | 2.43% | $23,365,130 |
| SABR | 1.52% | $14,573,696 |
| IE | 1.49% | $14,305,021 |
| KEP | 1.20% | $11,525,897 |
| AL | 1.12% | $10,795,963 |
| THM | 0.88% | $8,429,738 |
| SAND | 0.80% | $7,704,292 |
| NAK | 0.80% | $7,658,481 |
| SABRP | 0.62% | $5,937,690 |
| VEON | 0.45% | $4,288,972 |
| AER | 0.31% | $2,938,973 |
| BABA | 0.21% | $2,033,382 |
| VGZ | 0.18% | $1,755,649 |
| SLV | 0.04% | $364,521 |
| NKE | 0.01% | $66,199 |
| PAYX | 0.01% | $52,070 |
| CMG | 0.00% | $37,440 |
| ABBV | 0.00% | $37,296 |
| ZTS | 0.00% | $30,100 |
| LULU | 0.00% | $22,880 |
| AZO | 0.00% | $15,180 |
| ULTA | 0.00% | $3,480 |