Kopernik Global Investors·CIK 1599814
28
Positions
$1.2B
Portfolio Value
41
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| NEW |
| 3 | SA | 13.67% | $167,761,984 | ▲ +1.9% |
| 4 | RRC | 13.56% | $166,391,685 | ▲ +1% |
| 5 | NTR | 6.06% | $74,362,086 | ▲ +2.4% |
| 6 | NG | 9.42% | $115,610,678 | ▲ +0.8% |
| 7 | BORR | 1.09% | $13,406,078 | NEW |
| 8 | THM | 1.93% | $23,695,406 | ▲ +0.6% |
| 9 | RGLD | 1.90% | $23,280,318 | ▲ +0.3% |
| 10 | VGZ | 0.54% | $6,665,509 | ▲ +0.1% |
| 11 | SLV | 0.10% | $1,286,740 | ▲ +0% |