Kopernik Global Investors, LLC
30 holdingsFiling period: 2026-06-30Current AUM: $1.81Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RRC | RANGE RES CORP | 6.58M | $244.6M | $275.5M | 15.21% | +2.39M | 2026-06-30 |
| 2 | SA | SEABRIDGE GOLD INC | 7.55M | $194.5M | $221.4M | 12.22% | -- | 2026-06-30 |
| 3 | EXE | EXPAND ENERGY CORPORATION | 1.72M | $157.2M | $162.4M | 8.96% | +909.9K | 2026-06-30 |
| 4 | KT | KT CORP | 9.04M | $156.3M | $179.4M | 9.90% | +3.72M | 2026-06-30 |
| 5 | NTR | NUTRIEN LTD | 2.19M | $137.6M | $172.0M | 9.50% | +761.7K | 2026-06-30 |
| 6 | WY | WEYERHAEUSER CO | 3.76M | $90.0M | $83.8M | 4.62% | +1.85M | 2026-06-30 |
| 7 | CNXC | CONCENTRIX CORP | 3.18M | $71.2M | $92.8M | 5.12% | +1.55M | 2026-06-30 |
| 8 | RYN | RAYONIER INC | 3.27M | $69.6M | $66.7M | 3.68% | +1.08M | 2026-06-30 |
| 9 | NAK | NORTHERN DYNASTY MINERALS LT | 32.18M | $61.8M | $40.5M | 2.24% | -477,454 | 2026-06-30 |
| 10 | CRESY | CRESUD S A C I F Y A | 4.77M | $53.4M | $56.7M | 3.13% | +352.1K | 2026-06-30 |
| 11 | NICE | NICE LTD | 563.0K | $51.1M | $58.5M | 3.23% | +312.1K | 2026-06-30 |
| 12 | BEN | FRANKLIN RESOURCES INC | 1.32M | $43.9M | $44.0M | 2.43% | -2,202,016 | 2026-06-30 |
| 13 | RGLD | ROYAL GOLD INC | 215.0K | $42.9M | $54.0M | 2.98% | +128.8K | 2026-06-30 |
| 14 | CNC | CENTENE CORP DEL | 646.7K | $41.5M | $43.8M | 2.42% | -1,870,390 | 2026-06-30 |
| 15 | NG | NOVAGOLD RESOURCES INC | 6.90M | $41.2M | $50.0M | 2.76% | +386.3K | 2026-06-30 |
| 16 | THM | INTERNATIONAL TOWER HILL MIN | 18.77M | $37.3M | $44.1M | 2.43% | +1.12M | 2026-06-30 |
| 17 | EPAM | EPAM SYS INC | 402.8K | $32.0M | $49.7M | 2.75% | -- | 2026-06-30 |
| 18 | CMCSA | COMCAST CORP NEW | 1.28M | $31.4M | $31.2M | 1.72% | +628.9K | 2026-06-30 |
| 19 | VGZ | VISTA GOLD CORP | 14.05M | $26.8M | $30.3M | 1.68% | +197.3K | 2026-06-30 |
| 20 | MOS | MOSAIC CO | 1.12M | $23.7M | $28.5M | 1.57% | -- | 2026-06-30 |
| 21 | IE | IVANHOE ELECTRIC INC | 1.03M | $9.9M | $9.6M | 0.53% | -750,200 | 2026-06-30 |
| 22 | B | BARRICK MNG CORP | 134.5K | $4.9M | $5.7M | 0.32% | -425,585 | 2026-06-30 |
| 23 | NEM | NEWMONT CORP | 50.3K | $4.7M | $6.2M | 0.34% | +49.6K | 2026-06-30 |
| 24 | KEP | KOREA ELEC PWR CORP | 207.1K | $2.5M | $2.4M | 0.13% | -- | 2026-06-30 |
| 25 | IRS | IRSA INVERSIONES Y REP S A | 85.4K | $1.3M | $1.3M | 0.07% | -3 | 2026-06-30 |
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