Kopernik Global Investors·CIK 1599814
29
Positions
$953.4M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| SWN | 14.60% | $139,185,544 |
| KT |
12.37% |
| $117,911,312 |
| WPM | 11.84% | $112,891,714 |
| RRC | 10.61% | $101,150,933 |
| NEM | 8.86% | $84,488,786 |
| RGLD | 8.58% | $81,822,579 |
| GOLD | 5.25% | $50,098,131 |
| SA | 5.16% | $49,212,697 |
| HMY | 4.85% | $46,205,615 |
| NG | 4.37% | $41,694,708 |
| BABA | 2.71% | $25,881,942 |
| PPTA | 2.29% | $21,842,459 |
| AL | 1.45% | $13,861,280 |
| SAND | 1.33% | $12,705,110 |
| KEP | 1.30% | $12,362,495 |
| SKYW | 1.26% | $12,035,532 |
| NAK | 1.07% | $10,198,480 |
| THM | 1.01% | $9,629,854 |
| CRESY | 0.73% | $6,955,523 |
| VGZ | 0.21% | $1,975,062 |
| IE | 0.05% | $516,195 |
| IRS | 0.03% | $271,346 |
| SLV | 0.02% | $173,573 |
| NVDA | 0.01% | $139,050 |
| AMGN | 0.01% | $71,920 |
| LLY | 0.01% | $70,191 |
| ABBV | 0.00% | $23,280 |
| PAYX | 0.00% | $20,590 |
| NVO | 0.00% | $9,576 |