Kopernik Global Investors as of June 30, 2014
Portfolio Holdings for Kopernik Global Investors
Kopernik Global Investors holds 18 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cameco Corporation (CCJ) | 12.8 | $36M | 1.8M | 19.61 | |
| Newmont Mining Corporation (NEM) | 12.1 | $34M | 1.3M | 25.44 | |
| Barrick Gold Corp (GOLD) | 10.4 | $29M | 1.6M | 18.30 | |
| Peabody Energy Corporation | 10.4 | $29M | 1.8M | 16.35 | |
| Kinross Gold Corp (KGC) | 8.8 | $25M | 6.0M | 4.14 | |
| SkyWest (SKYW) | 8.7 | $24M | 2.0M | 12.22 | |
| Novagold Resources Inc Cad (NG) | 7.5 | $21M | 5.0M | 4.21 | |
| Centrais Eletricas Brasileiras SA (EBR.B) | 7.3 | $21M | 4.3M | 4.76 | |
| KT Corporation (KT) | 5.1 | $14M | 951k | 15.14 | |
| Silver Standard Res | 4.3 | $12M | 1.4M | 8.66 | |
| Turquoisehillres | 3.4 | $9.6M | 2.9M | 3.34 | |
| Layne Christensen Company | 3.2 | $9.0M | 680k | 13.30 | |
| Tsakos Energy Navigation | 3.1 | $8.7M | 1.3M | 6.69 | |
| Northern Dynasty Minerals Lt (NAK) | 1.4 | $4.0M | 4.8M | 0.84 | |
| Nam Tai Ppty (NTPIF) | 0.8 | $2.2M | 298k | 7.54 | |
| Cresud (CRESY) | 0.5 | $1.5M | 114k | 13.05 | |
| Brasilagro Brazilian Agric R (LND) | 0.1 | $257k | 58k | 4.40 | |
| Arch Coal | 0.0 | $103k | 28k | 3.66 |
