Kopernik Global Investors, LLC
30 holdingsFiling period: 2026-06-30Current AUM: $1.77Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RRC | Range Res Corp | 6.58M | $244.6M | $352.2M | 19.92% | +2.39M | 2026-06-30 |
| 2 | SA | Seabridge Gold Inc | 7.55M | $194.5M | $193.5M | 10.94% | -- | 2026-06-30 |
| 3 | EXE | Expand Energy Corporation | 1.72M | $157.2M | $162.0M | 9.16% | +909.9K | 2026-06-30 |
| 4 | KT | KT Corp | 9.04M | $156.3M | $153.7M | 8.69% | +3.72M | 2026-06-30 |
| 5 | NTR | Nutrien Ltd | 2.19M | $137.6M | $149.1M | 8.43% | +761.7K | 2026-06-30 |
| 6 | WY | Weyerhaeuser Co | 3.76M | $90.0M | $73.6M | 4.16% | +1.85M | 2026-06-30 |
| 7 | CNXC | Concentrix Corp | 3.18M | $71.2M | $101.7M | 5.75% | +1.55M | 2026-06-30 |
| 8 | RYN | Rayonier Inc | 3.27M | $69.6M | $62.0M | 3.50% | +1.08M | 2026-06-30 |
| 9 | NAK | Northern Dynasty Minerals LT | 32.18M | $61.8M | $24.4M | 1.38% | -477,454 | 2026-06-30 |
| 10 | CRESY | Cresud S A C I F Y A | 4.77M | $53.4M | $51.4M | 2.91% | +352.1K | 2026-06-30 |
| 11 | NICE | Nice Ltd | 563.0K | $51.1M | $68.9M | 3.90% | +312.1K | 2026-06-30 |
| 12 | BEN | Franklin Resources Inc | 1.32M | $43.9M | $40.9M | 2.31% | -2,202,016 | 2026-06-30 |
| 13 | RGLD | Royal Gold Inc | 215.0K | $42.9M | $50.3M | 2.85% | +128.8K | 2026-06-30 |
| 14 | CNC | Centene Corp Del | 646.7K | $41.5M | $44.0M | 2.49% | -1,870,390 | 2026-06-30 |
| 15 | NG | Novagold Resources Inc | 6.90M | $41.2M | $41.2M | 2.33% | +386.3K | 2026-06-30 |
| 16 | THM | International Tower Hill Min | 18.77M | $37.3M | $36.6M | 2.07% | +1.12M | 2026-06-30 |
| 17 | EPAM | Epam Sys Inc | 402.8K | $32.0M | $55.4M | 3.13% | -- | 2026-06-30 |
| 18 | CMCSA | Comcast Corp New | 1.28M | $31.4M | $28.2M | 1.59% | +628.9K | 2026-06-30 |
| 19 | VGZ | Vista Gold Corp | 14.05M | $26.8M | $36.4M | 2.06% | +197.3K | 2026-06-30 |
| 20 | MOS | Mosaic Co | 1.12M | $23.7M | $19.8M | 1.12% | -- | 2026-06-30 |
| 21 | IE | Ivanhoe Electric Inc | 1.03M | $9.9M | $8.0M | 0.45% | -750,200 | 2026-06-30 |
| 22 | B | Barrick Mng Corp | 134.5K | $4.9M | $5.1M | 0.29% | -425,585 | 2026-06-30 |
| 23 | NEM | Newmont Corp | 50.3K | $4.7M | $5.6M | 0.31% | +49.6K | 2026-06-30 |
| 24 | KEP | Korea Elec Pwr Corp | 207.1K | $2.5M | $2.2M | 0.12% | -- | 2026-06-30 |
| 25 | IRS | Irsa Inversiones Y Rep S A | 85.4K | $1.3M | $1.2M | 0.07% | -3 | 2026-06-30 |
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