Kopernik Global Investors

Kopernik Global Investors as of March 31, 2024

Portfolio Holdings for Kopernik Global Investors

Kopernik Global Investors holds 29 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Southwestern Energy Company (SWN) 14.6 $139M 18M 7.58
Kt Corp Sponsored Adr (KT) 12.4 $118M 8.4M 14.02
Wheaton Precious Metals Corp (WPM) 11.8 $113M 2.4M 47.13
Range Resources (RRC) 10.6 $101M 2.9M 34.43
Newmont Mining Corporation (NEM) 8.9 $85M 2.4M 35.84
Royal Gold (RGLD) 8.6 $82M 672k 121.81
Barrick Gold Corp (GOLD) 5.3 $50M 3.0M 16.64
Seabridge Gold (SA) 5.2 $49M 3.3M 15.12
Harmony Gold Mining Sponsored Adr (HMY) 4.8 $46M 5.7M 8.17
Novagold Res Com New (NG) 4.4 $42M 14M 3.00
Alibaba Group Hldg Sponsored Ads (BABA) 2.7 $26M 358k 72.36
Perpetua Resources (PPTA) 2.3 $22M 5.3M 4.16
Air Lease Corp Cl A (AL) 1.5 $14M 270k 51.44
Sandstorm Gold Com New (SAND) 1.3 $13M 2.4M 5.25
Korea Elec Pwr Corp Sponsored Adr (KEP) 1.3 $12M 1.5M 8.33
SkyWest (SKYW) 1.3 $12M 174k 69.08
Northern Dynasty Minerals Lt Com New (NAK) 1.1 $10M 32M 0.32
International Tower Hill Mines (THM) 1.0 $9.6M 14M 0.69
Cresud S A C I F Y A Sponsored Adr (CRESY) 0.7 $7.0M 779k 8.93
Vista Gold Corp Com New (VGZ) 0.2 $2.0M 3.5M 0.56
Ivanhoe Electric (IE) 0.1 $516k 53k 9.80
Irsa Inversiones Y Rep S A Spon Gds Ech 10 (IRS) 0.0 $271k 29k 9.36
Ishares Silver Tr Ishares Call Option (SLV) 0.0 $174k 211k 0.82
NVIDIA Corporation Put Option (NVDA) 0.0 $139k 1.5k 92.70
Amgen Put Option (AMGN) 0.0 $72k 3.1k 23.20
Eli Lilly & Co. Put Option (LLY) 0.0 $70k 2.3k 30.52
Abbvie Put Option (ABBV) 0.0 $23k 8.0k 2.91
Paychex Put Option (PAYX) 0.0 $21k 2.9k 7.10
Novo-nordisk A S Adr Put Option (NVO) 0.0 $9.6k 16k 0.61