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
| Ticker | % Portfolio | Value |
|---|---|---|
| RRC | 12.55% | $114,274,729 |
| SA |
11.77% |
| $107,195,439 |
| B | 11.72% | $106,770,935 |
| KT | 9.76% | $88,864,922 |
| NG | 8.58% | $78,181,205 |
| BEN | 7.45% | $67,825,799 |
| SQM | 7.13% | $64,971,326 |
| EXE | 6.71% | $61,126,409 |
| NTR | 3.67% | $33,409,027 |
| IE | 3.40% | $30,951,928 |
| NAK | 2.89% | $26,352,530 |
| CRESY | 2.83% | $25,747,346 |
| AL | 1.84% | $16,768,030 |
| SAND | 1.65% | $15,069,704 |
| AMTM | 1.65% | $15,021,296 |
| RGLD | 1.58% | $14,419,801 |
| THM | 1.36% | $12,360,622 |
| NXE | 1.34% | $12,218,023 |
| NEM | 1.16% | $10,520,008 |
| KEP | 0.42% | $3,818,470 |
| VGZ | 0.41% | $3,738,082 |
| SLV | 0.08% | $757,962 |
| AAPL | 0.03% | $247,250 |
| ABBV | 0.01% | $62,370 |
| PAYX | 0.01% | $49,280 |
| AMGN | 0.00% | $41,075 |
| AZO | 0.00% | $10,060 |