Kopernik Global Investors as of March 31, 2014
Portfolio Holdings for Kopernik Global Investors
Kopernik Global Investors holds 18 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Peabody Energy Corporation | 12.6 | $23M | 1.4M | 16.34 | |
| Newmont Mining Corporation (NEM) | 12.0 | $22M | 932k | 23.44 | |
| Centrais Eletricas Brasileiras SA (EBR.B) | 9.9 | $18M | 3.8M | 4.70 | |
| Cameco Corporation (CCJ) | 8.8 | $16M | 702k | 22.90 | |
| Barrick Gold Corp (GOLD) | 8.4 | $15M | 857k | 17.83 | |
| Turquoisehillres | 7.2 | $13M | 3.9M | 3.33 | |
| SkyWest (SKYW) | 7.0 | $13M | 994k | 12.76 | |
| KT Corporation (KT) | 6.3 | $12M | 825k | 13.89 | |
| Novagold Resources Inc Cad (NG) | 5.7 | $10M | 2.8M | 3.61 | |
| Kinross Gold Corp (KGC) | 5.3 | $9.7M | 2.3M | 4.14 | |
| Tsakos Energy Navigation | 4.8 | $8.8M | 1.1M | 7.76 | |
| Silver Standard Res | 3.6 | $6.6M | 665k | 9.93 | |
| Layne Christensen Company | 3.1 | $5.6M | 307k | 18.19 | |
| Northern Dynasty Minerals Lt (NAK) | 2.1 | $3.9M | 4.0M | 0.98 | |
| Turkcell Iletisim Hizmetleri A.S. (TKC) | 1.6 | $2.9M | 209k | 13.77 | |
| Cresud (CRESY) | 1.3 | $2.4M | 263k | 9.29 | |
| Brasilagro Brazilian Agric R (LND) | 0.1 | $220k | 58k | 3.77 | |
| Arch Coal | 0.1 | $123k | 26k | 4.79 |
