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
| 3 | RRC | 8.60% | $76,316,024 | ▼ -2% |
| 4 | HMY | 3.03% | $26,903,771 | ▼ -1.8% |
| 5 | SWN | 13.87% | $123,122,638 | ▼ -0.7% |
| 6 | AL | 1.45% | $13,861,280 | SOLD |
| 7 | SKYW | 1.26% | $12,035,532 | SOLD |
| 8 | SA | 5.02% | $44,558,322 | ▼ -0.1% |
| 9 | THM | 0.78% | $6,895,840 | ▼ -0.2% |
| 10 | SAND | 1.22% | $10,797,372 | ▼ -0.1% |
| 11 | KEP | 1.19% | $10,522,219 | ▼ -0.1% |