Kopernik Global Investors as of Dec. 31, 2014
Portfolio Holdings for Kopernik Global Investors
Kopernik Global Investors holds 23 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cameco Corporation (CCJ) | 17.4 | $51M | 3.1M | 16.41 | |
| Peabody Energy Corporation | 12.1 | $36M | 4.6M | 7.74 | |
| SkyWest (SKYW) | 10.1 | $30M | 2.2M | 13.28 | |
| Kinross Gold Corp (KGC) | 9.0 | $27M | 9.4M | 2.82 | |
| Barrick Gold Corp (GOLD) | 7.2 | $21M | 2.0M | 10.75 | |
| Novagold Resources Inc Cad (NG) | 5.8 | $17M | 5.8M | 2.95 | |
| Newmont Mining Corporation (NEM) | 5.4 | $16M | 838k | 18.90 | |
| Turquoisehillres | 4.9 | $15M | 4.7M | 3.10 | |
| Yandex Nv-a (YNDX) | 4.3 | $13M | 709k | 17.96 | |
| KT Corporation (KT) | 3.9 | $12M | 816k | 14.12 | |
| Silver Standard Res | 3.7 | $11M | 2.2M | 5.01 | |
| Layne Christensen Company | 3.3 | $9.7M | 1.0M | 9.54 | |
| Centrais Eletricas Brasileiras SA (EBR.B) | 2.8 | $8.2M | 2.9M | 2.87 | |
| Tsakos Energy Navigation | 2.8 | $8.2M | 1.2M | 6.98 | |
| Sociedad Quimica y Minera (SQM) | 1.9 | $5.6M | 236k | 23.88 | |
| Market Vectors Junior Gold Min | 1.5 | $4.3M | 181k | 23.93 | |
| Nam Tai Ppty (NTPIF) | 0.9 | $2.8M | 590k | 4.75 | |
| Northern Dynasty Minerals Lt (NAK) | 0.9 | $2.6M | 6.4M | 0.41 | |
| Cresud (CRESY) | 0.7 | $2.0M | 199k | 10.09 | |
| Market Vectors-Coal ETF | 0.5 | $1.4M | 98k | 14.67 | |
| Arch Coal | 0.5 | $1.4M | 760k | 1.78 | |
| Global X Silver Miners | 0.4 | $1.1M | 115k | 9.26 | |
| Brasilagro Brazilian Agric R (LND) | 0.1 | $173k | 58k | 2.96 |
