Kopernik Global Investors·CIK 1599814
30
Positions
$976.4M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| SWN | 14.11% | $137,786,775 |
| KT |
12.51% |
| $122,110,320 |
| WPM | 11.39% | $111,169,879 |
| RRC | 9.94% | $97,098,469 |
| GOLD | 7.67% | $74,934,330 |
| RGLD | 7.03% | $68,647,737 |
| HMY | 6.71% | $65,484,044 |
| CCJ | 5.70% | $55,685,848 |
| NG | 4.86% | $47,473,339 |
| IAG | 4.81% | $47,013,330 |
| SA | 3.37% | $32,877,328 |
| PPTA | 1.97% | $19,269,669 |
| IE | 1.57% | $15,352,879 |
| BABA | 1.43% | $13,971,460 |
| SKYW | 1.31% | $12,743,568 |
| SAND | 1.27% | $12,372,454 |
| KEP | 1.26% | $12,288,012 |
| AL | 1.18% | $11,476,023 |
| NAK | 0.79% | $7,696,966 |
| THM | 0.60% | $5,885,786 |
| AER | 0.34% | $3,320,000 |
| VGZ | 0.16% | $1,516,213 |
| SLV | 0.01% | $110,026 |
| NKE | 0.01% | $64,515 |
| ABBV | 0.01% | $59,472 |
| PAYX | 0.00% | $8,255 |
| LULU | 0.00% | $7,774 |
| ULTA | 0.00% | $3,960 |
| CMG | 0.00% | $3,840 |
| ZTS | 0.00% | $700 |