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
| Ticker | % Portfolio | Value |
|---|---|---|
| SWN | 15.62% | $134,575,186 |
| KT |
15.52% |
| $133,659,282 |
| WPM | 12.11% | $104,302,142 |
| RRC | 11.38% | $98,021,549 |
| HMY | 7.97% | $68,680,299 |
| RGLD | 7.38% | $63,593,953 |
| NG | 4.56% | $39,248,072 |
| GOLD | 4.46% | $38,433,083 |
| IAG | 4.46% | $38,432,951 |
| SA | 3.34% | $28,784,715 |
| PPTA | 1.99% | $17,116,927 |
| CCJ | 1.81% | $15,571,068 |
| NEM | 1.52% | $13,102,950 |
| SKYW | 1.46% | $12,569,502 |
| SAND | 1.31% | $11,260,867 |
| AL | 1.24% | $10,651,144 |
| NAK | 1.21% | $10,429,389 |
| KEP | 1.19% | $10,210,942 |
| THM | 0.57% | $4,944,622 |
| AER | 0.38% | $3,275,573 |
| IE | 0.28% | $2,427,648 |
| VGZ | 0.17% | $1,471,271 |
| LLY | 0.02% | $183,195 |
| NVO | 0.01% | $112,860 |
| SLV | 0.01% | $99,038 |
| NKE | 0.01% | $98,940 |
| AMGN | 0.01% | $82,460 |
| AZO | 0.00% | $14,010 |
| ABBV | 0.00% | $12,264 |
| ZTS | 0.00% | $12,240 |
| PAYX | 0.00% | $11,938 |
| ULTA | 0.00% | $5,820 |
| LULU | 0.00% | $2,938 |
| CMG | 0.00% | $1,800 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDBABA | $13,971,460 | 1.43% |