Kopernik Global Investors

Kopernik Global Investors as of Dec. 31, 2024

Portfolio Holdings for Kopernik Global Investors

Kopernik Global Investors holds 34 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kt Corp Sponsored Adr (KT) 13.1 $123M 7.9M 15.52
Range Resources (RRC) 10.4 $97M 2.7M 35.98
Chesapeake Energy Corp (EXE) 9.8 $92M 920k 99.55
Barrick Gold Corp (GOLD) 8.0 $75M 4.8M 15.50
Royal Gold (RGLD) 7.3 $68M 518k 131.85
Wheaton Precious Metals Corp (WPM) 7.1 $66M 1.2M 56.24
Novagold Res Com New (NG) 6.1 $57M 17M 3.33
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 5.7 $53M 1.5M 36.36
Arcadium Lithium Com Shs 4.0 $38M 7.4M 5.13
Seabridge Gold (SA) 3.7 $35M 3.0M 11.41
Newmont Mining Corporation (NEM) 3.0 $28M 755k 37.22
Franklin Resources (BEN) 2.6 $25M 1.2M 20.29
Perpetua Resources (PPTA) 2.5 $23M 2.2M 10.67
Harmony Gold Mining Sponsored Adr (HMY) 2.4 $22M 2.7M 8.21
Ivanhoe Electric (IE) 2.1 $19M 2.6M 7.55
Alibaba Group Hldg Sponsored Ads (BABA) 2.0 $19M 221k 84.79
Northern Dynasty Minerals Lt Com New (NAK) 2.0 $18M 32M 0.58
Cresud S A C I F Y A Sponsored Adr (CRESY) 1.9 $18M 1.4M 12.63
Amentum Holdings (AMTM) 1.7 $16M 766k 21.03
Air Lease Corp Cl A (AL) 1.4 $13M 263k 48.21
Sandstorm Gold Com New (SAND) 1.2 $11M 2.0M 5.58
Korea Elec Pwr Corp Sponsored Adr (KEP) 0.8 $7.6M 1.1M 6.88
International Tower Hill Mines (THM) 0.7 $6.4M 14M 0.46
Nutrien (NTR) 0.4 $3.6M 81k 44.75
Vista Gold Corp Com New (VGZ) 0.2 $2.2M 4.0M 0.56
Apple Put Option (AAPL) 0.0 $130k 5.0k 26.00
Amgen Put Option (AMGN) 0.0 $84k 3.1k 26.94
Ishares Silver Tr Ishares Call Option (SLV) 0.0 $49k 34k 1.46
Chipotle Mexican Grill Put Option (CMG) 0.0 $41k 10k 4.05
Nexgen Energy (NXE) 0.0 $34k 5.2k 6.60
NVIDIA Corporation Put Option (NVDA) 0.0 $19k 15k 1.27
Novo-nordisk A S Adr Put Option (NVO) 0.0 $7.9k 9.4k 0.84
AutoZone Put Option (AZO) 0.0 $2.4k 300.00 8.07
Paychex Put Option (PAYX) 0.0 $435.000000 2.9k 0.15