Kopernik Global Investors·CIK 1599814
31
Positions
$964.8M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| RRC | 11.78% | $113,667,254 |
| KT |
11.59% |
| $111,776,293 |
| GOLD | 10.16% | $98,059,948 |
| EXE | 9.98% | $96,234,693 |
| SA | 8.88% | $85,692,285 |
| SQM | 6.27% | $60,535,330 |
| NG | 5.63% | $54,287,852 |
| WPM | 5.57% | $53,758,697 |
| RGLD | 5.03% | $48,528,133 |
| BEN | 4.86% | $46,892,653 |
| NTR | 2.94% | $28,385,461 |
| NAK | 2.34% | $22,615,977 |
| CRESY | 2.29% | $22,057,292 |
| NEM | 2.03% | $19,631,372 |
| AMTM | 2.03% | $19,610,409 |
| IE | 2.01% | $19,406,475 |
| SAND | 1.63% | $15,709,889 |
| AL | 1.49% | $14,343,770 |
| PPTA | 1.22% | $11,806,015 |
| THM | 0.95% | $9,131,400 |
| KEP | 0.84% | $8,150,296 |
| VGZ | 0.35% | $3,347,211 |
| SLV | 0.05% | $482,080 |
| HMY | 0.03% | $254,266 |
| AAPL | 0.02% | $192,500 |
| CMG | 0.01% | $63,000 |
| ABBV | 0.00% | $39,060 |
| PAYX | 0.00% | $34,160 |
| AMGN | 0.00% | $30,070 |
| NVDA | 0.00% | $16,050 |
| AZO | 0.00% | $12,090 |