Kopernik Global Investors as of Sept. 30, 2017
Portfolio Holdings for Kopernik Global Investors
Kopernik Global Investors holds 21 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) | 16.5 | $79M | 8.2M | 9.67 | |
| Kinross Gold Corp Com No Par (KGC) | 9.6 | $46M | 11M | 4.24 | |
| Wheaton Precious Metals Corp (WPM) | 9.2 | $44M | 2.3M | 19.09 | |
| Turquoisehillres | 7.6 | $37M | 12M | 3.10 | |
| Marathon Oil Corporation (MRO) | 7.1 | $34M | 2.5M | 13.56 | |
| Royal Gold (RGLD) | 6.3 | $30M | 349k | 86.03 | |
| New Gold Inc Cda (NGD) | 5.7 | $27M | 7.3M | 3.71 | |
| Pandora Media | 5.0 | $24M | 3.1M | 7.70 | |
| Kroger (KR) | 4.8 | $23M | 1.1M | 20.06 | |
| Kt Corp Sponsored Adr (KT) | 4.5 | $22M | 1.6M | 13.87 | |
| Tsakos Energy Navigation SHS | 4.5 | $21M | 4.8M | 4.49 | |
| Cloud Peak Energy | 3.4 | $16M | 4.4M | 3.66 | |
| Goldcorp | 3.2 | $15M | 1.2M | 12.96 | |
| Diana Shipping (DSX) | 3.1 | $15M | 4.1M | 3.63 | |
| Yandex N V Shs Class A (YNDX) | 2.7 | $13M | 398k | 32.95 | |
| Novagold Res Com New (NG) | 2.3 | $11M | 2.6M | 4.12 | |
| KBR (KBR) | 1.9 | $8.9M | 495k | 17.88 | |
| CONSOL Energy | 1.3 | $6.0M | 354k | 16.94 | |
| Northern Dynasty Minerals Lt Com New (NAK) | 1.1 | $5.4M | 3.0M | 1.80 | |
| Sandstorm Gold Com New (SAND) | 0.2 | $937k | 206k | 4.54 | |
| Diebold Incorporated | 0.1 | $468k | 21k | 22.87 |
