Kopernik Global Investors as of Sept. 30, 2015
Portfolio Holdings for Kopernik Global Investors
Kopernik Global Investors holds 30 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cameco Corporation (CCJ) | 16.0 | $77M | 6.3M | 12.17 | |
| Kinross Gold Corp (KGC) | 11.2 | $53M | 31M | 1.72 | |
| Barrick Gold Corp (GOLD) | 10.8 | $52M | 8.1M | 6.36 | |
| SkyWest (SKYW) | 9.3 | $45M | 2.7M | 16.68 | |
| Goldcorp | 5.0 | $24M | 1.9M | 12.52 | |
| Turquoisehillres | 5.0 | $24M | 9.3M | 2.55 | |
| Peabody Energy Corporation | 4.5 | $22M | 16M | 1.38 | |
| Silver Standard Res | 4.2 | $20M | 3.1M | 6.52 | |
| Yandex Nv-a (YNDX) | 3.8 | $18M | 1.7M | 10.73 | |
| Novagold Resources Inc Cad (NG) | 3.1 | $15M | 4.1M | 3.61 | |
| Sociedad Quimica y Minera (SQM) | 2.9 | $14M | 960k | 14.54 | |
| Newmont Mining Corporation (NEM) | 2.7 | $13M | 795k | 16.07 | |
| Pandora Media | 2.6 | $13M | 591k | 21.34 | |
| KT Corporation (KT) | 2.4 | $11M | 869k | 13.07 | |
| New Gold Inc Cda (NGD) | 2.3 | $11M | 4.8M | 2.27 | |
| Diana Shipping (DSX) | 1.9 | $9.3M | 1.4M | 6.48 | |
| Cloud Peak Energy | 1.9 | $9.1M | 3.5M | 2.63 | |
| Tsakos Energy Navigation | 1.8 | $8.7M | 1.1M | 8.13 | |
| KBR (KBR) | 1.8 | $8.4M | 507k | 16.66 | |
| Layne Christensen Company | 1.5 | $7.0M | 1.1M | 6.50 | |
| Centrais Eletricas Brasileiras SA (EBR.B) | 1.2 | $5.9M | 2.7M | 2.16 | |
| Safe Bulkers Inc Com Stk (SB) | 1.2 | $5.5M | 2.0M | 2.76 | |
| Market Vectors Junior Gold Min | 1.1 | $5.1M | 260k | 19.59 | |
| Nam Tai Ppty (NTPIF) | 0.9 | $4.5M | 742k | 6.10 | |
| Northern Dynasty Minerals Lt (NAK) | 0.4 | $2.0M | 6.6M | 0.31 | |
| Home Depot (HD) | 0.2 | $982k | 8.5k | 115.53 | |
| Starbucks Corporation (SBUX) | 0.1 | $489k | 8.6k | 56.86 | |
| AutoZone (AZO) | 0.1 | $434k | 600.00 | 723.33 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $432k | 600.00 | 720.00 | |
| Tiffany & Co. | 0.1 | $378k | 4.9k | 77.14 |
