Kopernik Global Investors as of March 31, 2015
Portfolio Holdings for Kopernik Global Investors
Kopernik Global Investors holds 21 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cameco Corporation (CCJ) | 17.1 | $68M | 4.9M | 13.93 | |
| Barrick Gold Corp (GOLD) | 14.4 | $58M | 5.2M | 10.96 | |
| Peabody Energy Corporation | 11.4 | $46M | 9.3M | 4.92 | |
| SkyWest (SKYW) | 11.2 | $45M | 3.1M | 14.61 | |
| Kinross Gold Corp (KGC) | 9.3 | $37M | 17M | 2.24 | |
| Turquoisehillres | 7.0 | $28M | 9.0M | 3.12 | |
| KBR (KBR) | 3.7 | $15M | 1.0M | 14.48 | |
| Novagold Resources Inc Cad (NG) | 3.6 | $14M | 4.8M | 2.96 | |
| Yandex Nv-a (YNDX) | 3.4 | $14M | 893k | 15.17 | |
| Tsakos Energy Navigation | 3.0 | $12M | 1.5M | 8.18 | |
| KT Corporation (KT) | 2.9 | $12M | 891k | 13.08 | |
| Silver Standard Res | 2.5 | $10M | 2.3M | 4.53 | |
| Newmont Mining Corporation (NEM) | 2.2 | $8.7M | 399k | 21.71 | |
| Layne Christensen Company | 1.9 | $7.6M | 1.5M | 5.01 | |
| Market Vectors Junior Gold Min | 1.7 | $6.9M | 303k | 22.74 | |
| Sociedad Quimica y Minera (SQM) | 1.6 | $6.5M | 356k | 18.25 | |
| Centrais Eletricas Brasileiras SA (EBR.B) | 1.5 | $6.0M | 2.9M | 2.10 | |
| Nam Tai Ppty (NTPIF) | 0.8 | $3.2M | 806k | 3.97 | |
| Northern Dynasty Minerals Lt (NAK) | 0.6 | $2.5M | 6.5M | 0.39 | |
| Brasilagro Brazilian Agric R (LND) | 0.0 | $93k | 33k | 2.79 | |
| Arch Coal | 0.0 | $28k | 28k | 0.99 |
