Kopernik Global Investors as of Sept. 30, 2017
Portfolio Holdings for Kopernik Global Investors
Kopernik Global Investors holds 28 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cameco Corporation (CCJ) | 15.4 | $79M | 8.2M | 9.67 | |
| Kinross Gold Corp (KGC) | 9.0 | $46M | 11M | 4.24 | |
| Wheaton Precious Metals Corp (WPM) | 8.7 | $45M | 2.3M | 19.09 | |
| Turquoisehillres | 7.1 | $37M | 12M | 3.10 | |
| Marathon Oil Corporation (MRO) | 6.7 | $34M | 2.5M | 13.56 | |
| Barrick Gold Corp (GOLD) | 6.3 | $32M | 2.0M | 16.09 | |
| Royal Gold (RGLD) | 5.9 | $30M | 350k | 86.03 | |
| New Gold Inc Cda (NGD) | 5.3 | $27M | 7.3M | 3.71 | |
| Pandora Media | 4.7 | $24M | 3.1M | 7.70 | |
| Kroger (KR) | 4.4 | $23M | 1.1M | 20.06 | |
| KT Corporation (KT) | 4.2 | $22M | 1.6M | 13.87 | |
| Tsakos Energy Navigation | 4.2 | $22M | 4.8M | 4.49 | |
| Cloud Peak Energy | 3.2 | $16M | 4.5M | 3.66 | |
| Goldcorp | 3.0 | $16M | 1.2M | 12.96 | |
| Diana Shipping (DSX) | 2.9 | $15M | 4.1M | 3.63 | |
| Yandex Nv-a (YNDX) | 2.6 | $13M | 399k | 32.95 | |
| Novagold Resources Inc Cad (NG) | 2.1 | $11M | 2.7M | 4.12 | |
| KBR (KBR) | 1.7 | $8.9M | 498k | 17.88 | |
| CONSOL Energy | 1.2 | $6.1M | 357k | 16.94 | |
| Northern Dynasty Minerals Lt (NAK) | 1.1 | $5.6M | 3.1M | 1.80 | |
| Sandstorm Gold (SAND) | 0.2 | $937k | 206k | 4.54 | |
| Diebold Incorporated | 0.1 | $470k | 21k | 22.86 | |
| Baidu (BIDU) | 0.1 | $466k | 1.9k | 247.48 | |
| Amazon (AMZN) | 0.0 | $127k | 1.4k | 90.71 | |
| Sherwin-Williams Company (SHW) | 0.0 | $42k | 2.4k | 17.50 | |
| Starbucks Corporation (SBUX) | 0.0 | $33k | 5.4k | 6.11 | |
| AutoZone (AZO) | 0.0 | $58k | 500.00 | 116.00 | |
| Home Depot (HD) | 0.0 | $4.0k | 4.4k | 0.91 |
