Kopernik Global Investors·CIK 1599814
27
Positions
$910.8M
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| ▲ +3% |
| 3 | SA | 11.77% | $107,195,439 | ▲ +2.9% |
| 4 | BEN | 7.45% | $67,825,799 | ▲ +2.6% |
| 5 | NXE | 1.34% | $12,218,023 | NEW |
| 6 | IE | 3.40% | $30,951,928 | ▲ +1.4% |
| 7 | NTR | 3.67% | $33,409,027 | ▲ +0.7% |
| 8 | SQM | 7.13% | $64,971,326 | ▲ +0.9% |
| 9 | NAK | 2.89% | $26,352,530 | ▲ +0.6% |
| 10 | CRESY | 2.83% | $25,747,346 | ▲ +0.5% |
| 11 | THM | 1.36% | $12,360,622 | ▲ +0.4% |
| 12 | AL | 1.84% | $16,768,030 | ▲ +0.4% |
| 13 | SAND | 1.65% | $15,069,704 | ▲ +0% |
| 14 | RRC | 12.55% | $114,274,729 | ▲ +0.8% |
| 15 | VGZ | 0.41% | $3,738,082 | ▲ +0.1% |
| 16 | SLV | 0.08% | $757,962 | ▲ +0% |