Kopernik Global Investors as of Dec. 31, 2019
Portfolio Holdings for Kopernik Global Investors
Kopernik Global Investors holds 26 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cameco Corporation (CCJ) | 18.3 | $102M | 12M | 8.90 | |
| KT Corporation (KT) | 15.8 | $88M | 7.6M | 11.60 | |
| Turquoisehillres | 10.6 | $59M | 80M | 0.74 | |
| Range Resources (RRC) | 10.3 | $58M | 12M | 4.85 | |
| Wheaton Precious Metals Corp (WPM) | 10.0 | $56M | 1.9M | 29.75 | |
| Southwestern Energy Company | 8.6 | $48M | 20M | 2.42 | |
| New Gold Inc Cda (NGD) | 6.9 | $38M | 44M | 0.88 | |
| Novagold Resources Inc Cad (NG) | 5.9 | $33M | 3.6M | 8.96 | |
| Korea Electric Power Corporation (KEP) | 4.5 | $25M | 2.1M | 11.83 | |
| Tsakos Energy Navigation | 3.3 | $18M | 4.2M | 4.36 | |
| Diana Shipping (DSX) | 2.5 | $14M | 4.4M | 3.11 | |
| Northern Dynasty Minerals Lt (NAK) | 1.4 | $7.9M | 18M | 0.43 | |
| International Tower Hill Mines (THM) | 0.8 | $4.2M | 7.8M | 0.54 | |
| Royal Gold (RGLD) | 0.6 | $3.2M | 26k | 122.23 | |
| General Electric Company | 0.4 | $2.2M | 200k | 11.16 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $315k | 851k | 0.37 | |
| Centrais Eletricas Brasileiras (EBR) | 0.1 | $320k | 34k | 9.31 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $114k | 8.6k | 13.26 | |
| Nike (NKE) | 0.0 | $61k | 7.9k | 7.72 | |
| AutoZone (AZO) | 0.0 | $48k | 700.00 | 68.57 | |
| Kinross Gold Corp (KGC) | 0.0 | $82k | 17k | 4.76 | |
| Brasilagro Brazilian Agric R (LND) | 0.0 | $54k | 11k | 4.77 | |
| Home Depot (HD) | 0.0 | $0 | 5.7k | 0.00 | |
| Tiffany & Co. | 0.0 | $1.0k | 2.5k | 0.40 | |
| Starbucks Corporation (SBUX) | 0.0 | $15k | 22k | 0.70 | |
| iShares Silver Trust (SLV) | 0.0 | $926.000000 | 93k | 0.01 |
