Kopernik Global Investors

Kopernik Global Investors as of June 30, 2020

Portfolio Holdings for Kopernik Global Investors

Kopernik Global Investors holds 23 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cameco Corporation (CCJ) 18.6 $104M 10M 10.25
Kt Corp Sponsored Adr (KT) 14.3 $80M 8.2M 9.74
Turquoisehillres 10.4 $58M 79M 0.73
Range Resources (RRC) 9.9 $55M 9.8M 5.63
Southwestern Energy Company (SWN) 8.8 $49M 19M 2.56
New Gold Inc Cda (NGD) 8.8 $49M 36M 1.35
Wheaton Precious Metals Corp (WPM) 7.0 $39M 886k 44.05
Northern Dynasty Minerals Lt Com New (NAK) 3.8 $21M 15M 1.43
General Electric Company 3.7 $21M 3.0M 6.83
Novagold Res Com New (NG) 3.7 $21M 2.3M 9.18
Korea Electric Pwr Sponsored Adr (KEP) 3.1 $17M 2.2M 7.98
International Tower Hill Mines (THM) 2.2 $12M 6.8M 1.78
Tsakos Energy Navigation SHS 1.3 $7.3M 3.6M 2.01
Embraer Sponsored Ads (ERJ) 1.3 $7.3M 1.2M 5.98
Diana Shipping (DSX) 1.3 $7.2M 4.8M 1.50
Franklin Resources (BEN) 1.0 $5.4M 258k 20.97
Royal Gold (RGLD) 0.6 $3.2M 26k 124.32
Ishares Silver Tr Ishares Call Option (SLV) 0.1 $496k 206k 2.41
Restaurant Brands Intl Inc Com equity / large cap Put Option (QSR) 0.0 $150k 7.0k 21.43
Nike CL B Put Option (NKE) 0.0 $67k 6.6k 10.15
AutoZone Put Option (AZO) 0.0 $63k 700.00 90.00
Starbucks Corporation Put Option (SBUX) 0.0 $25k 12k 2.04
Home Depot Put Option (HD) 0.0 $21k 1.5k 14.00