Kopernik Global Investors

Kopernik Global Investors as of Sept. 30, 2019

Portfolio Holdings for Kopernik Global Investors

Kopernik Global Investors holds 28 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cameco Corporation (CCJ) 20.8 $109M 12M 9.50
KT Corporation (KT) 16.7 $88M 7.8M 11.31
Wheaton Precious Metals Corp (WPM) 10.3 $54M 2.1M 26.24
Range Resources (RRC) 8.6 $46M 12M 3.82
New Gold Inc Cda (NGD) 7.5 $40M 39M 1.01
General Electric Company 6.8 $36M 4.0M 8.94
Turquoisehillres 6.2 $33M 68M 0.48
Novagold Resources Inc Cad (NG) 5.3 $28M 4.6M 6.07
Korea Electric Power Corporation (KEP) 4.6 $24M 2.2M 10.84
Southwestern Energy Company 4.4 $23M 12M 1.93
Diana Shipping (DSX) 3.2 $17M 5.0M 3.38
Tsakos Energy Navigation 3.1 $17M 5.6M 2.95
Northern Dynasty Minerals Lt (NAK) 1.0 $5.2M 8.7M 0.59
International Tower Hill Mines (THM) 0.8 $4.1M 7.8M 0.52
Royal Gold (RGLD) 0.5 $2.7M 22k 123.19
iShares MSCI Emerging Markets Indx (EEM) 0.1 $295k 820k 0.36
Centrais Eletricas Brasileiras (EBR) 0.1 $251k 26k 9.59
AutoZone (AZO) 0.0 $88k 700.00 125.71
Kinross Gold Corp (KGC) 0.0 $79k 17k 4.59
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $118k 13k 9.08
Tiffany & Co. 0.0 $76k 2.5k 30.40
Domino's Pizza (DPZ) 0.0 $43k 2.5k 17.20
Brasilagro Brazilian Agric R (LND) 0.0 $47k 11k 4.15
Home Depot (HD) 0.0 $1.4k 5.7k 0.24
Apple (AAPL) 0.0 $6.1k 7.8k 0.78
Nike (NKE) 0.0 $1.7k 17k 0.10
Starbucks Corporation (SBUX) 0.0 $26k 22k 1.18
iShares Silver Trust (SLV) 0.0 $13k 93k 0.14