Kopernik Global Investors·CIK 1599814
30
Positions
$887.5M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| KT | 14.35% | $127,396,253 |
13.87% |
| $123,122,638 |
| GOLD | 9.89% | $87,790,776 |
| WPM | 9.31% | $82,614,864 |
| RGLD | 9.15% | $81,187,037 |
| RRC | 8.60% | $76,316,024 |
| NG | 6.62% | $58,771,193 |
| SA | 5.02% | $44,558,322 |
| ALTM | 3.19% | $28,316,242 |
| HMY | 3.03% | $26,903,771 |
| NEM | 2.97% | $26,395,392 |
| PPTA | 2.97% | $26,326,076 |
| SQM | 2.94% | $26,120,628 |
| BABA | 2.74% | $24,346,584 |
| SAND | 1.22% | $10,797,372 |
| KEP | 1.19% | $10,522,219 |
| NAK | 1.12% | $9,957,950 |
| THM | 0.78% | $6,895,840 |
| CRESY | 0.72% | $6,402,509 |
| VGZ | 0.21% | $1,833,319 |
| IE | 0.04% | $368,793 |
| IRS | 0.03% | $259,750 |
| SLV | 0.01% | $109,525 |
| NVDA | 0.01% | $52,500 |
| CMG | 0.01% | $46,000 |
| AMGN | 0.01% | $44,330 |
| LLY | 0.00% | $27,835 |
| PAYX | 0.00% | $20,996 |
| ABBV | 0.00% | $19,360 |
| NVO | 0.00% | $1,598 |