Kopernik Global Investors as of Sept. 30, 2014
Portfolio Holdings for Kopernik Global Investors
Kopernik Global Investors holds 21 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cameco Corporation (CCJ) | 15.8 | $58M | 3.3M | 17.66 | |
| Newmont Mining Corporation (NEM) | 11.8 | $43M | 1.9M | 23.05 | |
| Peabody Energy Corporation | 11.5 | $42M | 3.4M | 12.38 | |
| Barrick Gold Corp (GOLD) | 9.9 | $36M | 2.5M | 14.66 | |
| Kinross Gold Corp (KGC) | 8.4 | $31M | 9.3M | 3.30 | |
| SkyWest (SKYW) | 7.8 | $29M | 3.7M | 7.78 | |
| Turquoisehillres | 5.5 | $20M | 5.3M | 3.74 | |
| Novagold Resources Inc Cad (NG) | 5.2 | $19M | 6.2M | 3.03 | |
| Centrais Eletricas Brasileiras SA (EBR.B) | 4.8 | $18M | 4.2M | 4.16 | |
| Layne Christensen Company | 3.4 | $12M | 1.3M | 9.71 | |
| Silver Standard Res | 3.3 | $12M | 2.0M | 6.10 | |
| Tsakos Energy Navigation | 2.6 | $9.5M | 1.5M | 6.38 | |
| KT Corporation (KT) | 2.5 | $9.3M | 573k | 16.21 | |
| AngloGold Ashanti | 1.7 | $6.2M | 514k | 12.00 | |
| Yandex Nv-a (YNDX) | 1.7 | $6.1M | 220k | 27.80 | |
| Sociedad Quimica y Minera (SQM) | 1.7 | $6.1M | 234k | 26.14 | |
| Northern Dynasty Minerals Lt (NAK) | 0.9 | $3.4M | 6.2M | 0.55 | |
| Nam Tai Ppty (NTPIF) | 0.8 | $3.1M | 503k | 6.07 | |
| Cresud (CRESY) | 0.5 | $1.9M | 173k | 10.90 | |
| Brasilagro Brazilian Agric R (LND) | 0.1 | $221k | 58k | 3.78 | |
| Arch Coal | 0.0 | $61k | 29k | 2.12 |
