Filer Name: KOPERNIK GLOBAL INVESTORS, LLC
CIK: 1599814
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 34
Portfolio Value: $0.94B

Kopernik Global Investors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
KT US KT CORP-SP ADR 7,915,343 $123M 13.13% -6.6% -
RRC US RANGE RESOURCES CORP 2,706,620 $97M 10.41% -9.7% -
EXE US EXPAND ENERGY CORP 919,945 $92M 9.79% 100.0% -
GOLD US BARRICK GOLD CORP 4,812,612 $75M 7.97% 9.2% -
RGLD US ROYAL GOLD INC 518,178 $68M 7.30% -1.9% -
WPM US WHEATON PRECIOUS METALS CORP 1,177,092 $66M 7.08% - -
NG US NOVAGOLD RESOURCES INC 17,006,844 $57M 6.05% 23.1% -
SQM US QUIMICA Y MINERA CHIL-SP ADR 1,462,568 $53M 5.69% - -
ALTM US ARCADIUM LITHIUM PLC 7,370,438 $38M 4.04% -60.1% -
SA US SEABRIDGE GOLD INC 3,047,048 $35M 3.72% - -
NEM US NEWMONT CORP 755,147 $28M 3.00% 100.0% -
BEN US FRANKLIN RESOURCES INC 1,208,837 $25M 2.62% - -
PPTA US PERPETUA RESOURCES CORP 2,151,004 $23M 2.45% -14.9% -
HMY US HARMONY GOLD MNG-SPON ADR 2,724,852 $22M 2.39% -6.6% -
IE US IVANHOE ELECTRIC INC / US 2,557,225 $19M 2.06% 5.4% -
BABA US ALIBABA GROUP HOLDING-SP ADR 220,556 $19M 2.00% 19.2% -
NAK US NORTHERN DYNASTY MINERALS 31,470,739 $18M 1.96% -1.9% -
CRESY US CRESUD S.A.-SPONS ADR 1,411,257 $18M 1.91% - -
AMTM US AMENTUM HOLDINGS INC 765,982 $16M 1.72% 100.0% -
AL US AIR LEASE CORP 262,960 $13M 1.36% -21.8% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us