Kopernik Global Investors, LLC
31 holdingsFiling period: 2026-03-31Current AUM: $1.44Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SA | SEABRIDGE GOLD INC | 7.33M | $207.8M | $189.3M | 13.11% | +353.3K | 2026-03-31 |
| 2 | RRC | RANGE RES CORP | 4.19M | $189.2M | $168.1M | 11.65% | -1,050,289 | 2026-03-31 |
| 3 | KT | KT CORP | 5.32M | $114.2M | $96.3M | 6.67% | -446,830 | 2026-03-31 |
| 4 | NTR | NUTRIEN LTD | 1.42M | $107.4M | $98.3M | 6.81% | -329,879 | 2026-03-31 |
| 5 | EXE | EXPAND ENERGY CORPORATION | 813.6K | $89.3M | $76.5M | 5.30% | +132.1K | 2026-03-31 |
| 6 | BEN | FRANKLIN RESOURCES INC | 3.52M | $83.2M | $119.3M | 8.26% | +153.4K | 2026-03-31 |
| 7 | CNC | CENTENE CORP DEL | 2.52M | $82.4M | $156.6M | 10.85% | +492.1K | 2026-03-31 |
| 8 | NG | NOVAGOLD RESOURCES INC | 6.51M | $58.5M | $38.0M | 2.63% | -1,917,650 | 2026-03-31 |
| 9 | CRESY | CRESUD S A C I F Y A | 4.42M | $56.2M | $49.5M | 3.43% | +168.7K | 2026-03-31 |
| 10 | WY | WEYERHAEUSER CO | 1.90M | $46.5M | $47.7M | 3.30% | -- | 2026-03-31 |
| 11 | NAK | NORTHERN DYNASTY MINERALS LT | 32.66M | $45.7M | $45.7M | 3.17% | +10.99M | 2026-03-31 |
| 12 | RYN | RAYONIER INC | 2.19M | $45.1M | $47.6M | 3.30% | -- | 2026-03-31 |
| 13 | CNXC | CONCENTRIX CORP | 1.63M | $44.5M | $40.0M | 2.77% | -- | 2026-03-31 |
| 14 | THM | INTERNATIONAL TOWER HILL MIN | 17.65M | $40.6M | $30.9M | 2.14% | +3.20M | 2026-03-31 |
| 15 | MOH | MOLINA HEALTHCARE INC | 291.9K | $38.9M | $57.1M | 3.96% | +166.4K | 2026-03-31 |
| 16 | NICE | NICE LTD | 250.9K | $27.7M | $24.8M | 1.72% | -- | 2026-03-31 |
| 17 | VGZ | VISTA GOLD CORP | 13.85M | $27.1M | $23.8M | 1.65% | +11.39M | 2026-03-31 |
| 18 | B | BARRICK MNG CORP | 560.0K | $22.8M | $20.6M | 1.43% | -30,007 | 2026-03-31 |
| 19 | RGLD | ROYAL GOLD INC | 86.2K | $21.9M | $17.1M | 1.18% | -123,519 | 2026-03-31 |
| 20 | IE | IVANHOE ELECTRIC INC | 1.78M | $21.1M | $16.3M | 1.13% | +1.36M | 2026-03-31 |
| 21 | HUM | HUMANA INC | 113.4K | $19.7M | $41.3M | 2.86% | -- | 2026-03-31 |
| 22 | CMCSA | COMCAST CORP NEW | 649.2K | $18.6M | $15.6M | 1.08% | -- | 2026-03-31 |
| 23 | AL | AIR LEASE CORP | 277.6K | $18.0M | $18.0M | 1.25% | -7,401 | 2026-03-31 |
| 24 | KEP | KOREA ELEC PWR CORP | 207.1K | $3.0M | $2.5M | 0.17% | -61,011 | 2026-03-31 |
| 25 | IRS | IRSA INVERSIONES Y REP S A | 85.4K | $1.4M | $1.3M | 0.09% | -3 | 2026-03-31 |
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