Institutions / Kopernik Global Investors, LLC
Kopernik Global Investors, LLC
CIK 1599814 · Institution · as of Dec 31, 2025
Portfolio value
$1.25B
Positions
22
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Seabridge Gold Inc. | $206.53M | 16.5% |
| Range Resources Corp | $184.72M | 14.8% |
| Kt Corp | $109.43M | 8.7% |
| Nutrien Ltd | $108.24M | 8.6% |
| Centene Corp | $83.33M | 6.7% |
| Franklin Resources, Inc. | $80.49M | 6.4% |
| Novagold Resources IncNG | $78.56M | 6.3% |
| EXPAND ENERGY Corp | $75.22M | 6.0% |
| Cresud Inc | $53.64M | 4.3% |
| Slb LIMITED/NV | $50.15M | 4.0% |
| Royal Gold Inc | $46.61M | 3.7% |
| Northern Dynasty Minerals Lt | $42.67M | 3.4% |
| International Tower Hill Mines Ltd | $26.87M | 2.1% |
| Barrick Mng Corp | $25.70M | 2.1% |
| Molina Healthcare Inc | $21.79M | 1.7% |
| Comcast Corp. | $19.40M | 1.6% |
| Sumisho Air Lease Corp | $18.31M | 1.5% |
| Ivanhoe Electric IncIE | $6.85M | 0.5% |
| Vista Gold CorpVGZ | $4.86M | 0.4% |
| Korea Elec Pwr Corp | $4.42M | 0.4% |
| Newmont Corp | $2.32M | 0.2% |
| Irsa Investments & Representations IncIRS | $1.41M | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.