Kopernik Global Investors as of Dec. 31, 2013
Portfolio Holdings for Kopernik Global Investors
Kopernik Global Investors holds 25 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cameco Corporation (CCJ) | 11.0 | $6.9M | 330k | 20.77 | |
| Barrick Gold Corp (GOLD) | 9.2 | $5.7M | 323k | 17.64 | |
| Centrais Eletricas Brasileiras SA (EBR.B) | 9.0 | $5.6M | 1.3M | 4.40 | |
| Arch Coal | 7.0 | $4.3M | 977k | 4.45 | |
| Kinross Gold Corp (KGC) | 6.8 | $4.2M | 961k | 4.38 | |
| Novagold Resources Inc Cad (NG) | 6.6 | $4.1M | 1.6M | 2.54 | |
| Tsakos Energy Navigation | 5.8 | $3.6M | 601k | 6.01 | |
| KT Corporation (KT) | 5.3 | $3.3M | 223k | 14.88 | |
| Korea Electric Power Corporation (KEP) | 4.8 | $3.0M | 180k | 16.62 | |
| AngloGold Ashanti | 4.7 | $2.9M | 251k | 11.72 | |
| Northern Dynasty Minerals Lt (NAK) | 4.4 | $2.8M | 2.1M | 1.28 | |
| Layne Christensen Company | 4.2 | $2.6M | 151k | 17.07 | |
| SkyWest (SKYW) | 4.0 | $2.5M | 170k | 14.83 | |
| Silver Standard Res | 4.0 | $2.5M | 356k | 6.96 | |
| Turquoisehillres | 3.5 | $2.2M | 668k | 3.30 | |
| Peabody Energy Corporation | 3.0 | $1.9M | 95k | 19.54 | |
| Sociedad Quimica y Minera (SQM) | 1.7 | $1.0M | 40k | 25.89 | |
| Cresud (CRESY) | 1.5 | $947k | 94k | 10.09 | |
| Usec Inc note 3.000%10/0 | 0.8 | $503k | 1.5M | 0.33 | |
| Turquoise Hill Res Ltd right 01/07/2014 | 0.8 | $485k | 505k | 0.96 | |
| Banro Corp | 0.8 | $465k | 860k | 0.54 | |
| Petrobras Energia Participaciones SA | 0.5 | $314k | 56k | 5.57 | |
| Brasilagro Brazilian Agric R (LND) | 0.3 | $216k | 55k | 3.97 | |
| Crystallex Intl Cad | 0.1 | $69k | 81k | 0.85 | |
| Gold Reserve | 0.1 | $61k | 18k | 3.40 |
