Kopernik Global Investors·CIK 1599814
34
Positions
$861.4M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2023
Portfolio Value Over Time
| ▲ +3% |
| 3 | WPM | 12.11% | $104,302,142 | ▲ +0.7% |
| 4 | RGLD | 7.38% | $63,593,953 | ▲ +0.3% |
| 5 | SWN | 15.62% | $134,575,186 | ▲ +1.5% |
| 6 | HMY | 7.97% | $68,680,299 | ▲ +1.3% |
| 7 | NAK | 1.21% | $10,429,389 | ▲ +0.4% |
| 8 | PPTA | 1.99% | $17,116,927 | ▲ +0% |
| 9 | SAND | 1.31% | $11,260,867 | ▲ +0% |
| 10 | RRC | 11.38% | $98,021,549 | ▲ +1.4% |
| 11 | AL | 1.24% | $10,651,144 | ▲ +0.1% |
| 12 | LLY | 0.02% | $183,195 | NEW |
| 13 | SKYW | 1.46% | $12,569,502 | ▲ +0.1% |
| 14 | NVO | 0.01% | $112,860 | NEW |
| 15 | AMGN | 0.01% | $82,460 | NEW |
| 16 | AER | 0.38% | $3,275,573 | ▲ +0% |
| 17 | AZO | 0.00% | $14,010 | NEW |