Kopernik Global Investors·CIK 1599814
31
Positions
$999.9M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| KT | 13.03% | $130,280,197 |
13.00% |
| $129,964,038 |
| RRC | 9.22% | $92,219,649 |
| GOLD | 8.77% | $87,674,464 |
| RGLD | 7.41% | $74,111,651 |
| WPM | 7.19% | $71,896,779 |
| SQM | 6.10% | $60,959,834 |
| NG | 5.67% | $56,657,338 |
| ALTM | 5.27% | $52,701,345 |
| SA | 5.12% | $51,159,936 |
| HMY | 2.97% | $29,671,087 |
| BEN | 2.44% | $24,358,066 |
| PPTA | 2.36% | $23,630,470 |
| IE | 2.05% | $20,527,496 |
| BABA | 1.96% | $19,638,886 |
| AL | 1.52% | $15,225,320 |
| CRESY | 1.22% | $12,193,260 |
| SAND | 1.19% | $11,893,680 |
| NAK | 1.06% | $10,631,434 |
| KEP | 0.85% | $8,535,263 |
| THM | 0.78% | $7,817,192 |
| NXE | 0.44% | $4,413,849 |
| VGZ | 0.31% | $3,060,614 |
| IRS | 0.03% | $329,906 |
| SLV | 0.01% | $141,540 |
| CMG | 0.01% | $74,500 |
| NVDA | 0.00% | $44,850 |
| AMGN | 0.00% | $39,060 |
| AZO | 0.00% | $18,040 |
| PAYX | 0.00% | $6,525 |
| NVO | 0.00% | $5,828 |