EdgeMarket › What Kopernik Global Investors, Llc reported owning
What Kopernik Global Investors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
31Quarter
2026-03-31Shown below
27largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SA SEABRIDGE GOLD INC | 207.8M | 14.5% | 7.3M | 30.16 | +86.3% |
| RRC RANGE RESOURCES CORP | 189.2M | 13.2% | 4.2M | 41.06 | +24.1% |
| KT KT CORP | 114.2M | 8.0% | 5.3M | 18.90 | -9.8% |
| NTR Nutrien Ltd. | 107.4M | 7.5% | 1.4M | 75.27 | +32.0% |
| EXE EXPAND ENERGY Corp | 89.3M | 6.2% | 813.6K | 96.09 | +2.2% |
| BEN FRANKLIN RESOURCES INC | 83.2M | 5.8% | 3.5M | 34.31 | +39.7% |
| CNC CENTENE CORP | 82.4M | 5.8% | 2.5M | 65.02 | +121.2% |
| NG NOVAGOLD RESOURCES INC | 58.5M | 4.1% | 6.5M | 8.72 | +47.3% |
| CRESY CRESUD INC | 56.2M | 3.9% | 4.4M | 11.17 | +4.8% |
| WY WEYERHAEUSER CO | 46.5M | 3.2% | 1.9M | 24.43 | -6.1% |
| NAK NORTHERN DYNASTY MINERALS LTD | 45.7M | 3.2% | 32.7M | 1.74 | +105.8% |
| RYN RAYONIER INC | 45.1M | 3.1% | 2.2M | 21.20 | -20.5% |
| CNXC Concentrix Corp | 44.5M | 3.1% | 1.6M | 25.40 | -48.6% |
| THM INTERNATIONAL TOWER HILL MINES LTD | 40.6M | 2.8% | 17.7M | 2.81 | +134.2% |
| MOH MOLINA HEALTHCARE, INC. | 38.9M | 2.7% | 291.9K | 200.29 | +15.4% |
| NICE NICE Ltd. | 27.7M | 1.9% | 250.9K | 100.24 | -27.3% |
| VGZ VISTA GOLD CORP | 27.1M | 1.9% | 13.9M | 2.49 | +114.7% |
| B BARRICK MINING CORP | 22.8M | 1.6% | 560.0K | 47.60 | +91.6% |
| RGLD ROYAL GOLD INC | 21.9M | 1.5% | 86.2K | 259.01 | +52.6% |
| IE Ivanhoe Electric Inc. | 21.1M | 1.5% | 1.8M | 11.27 | +25.2% |
| HUM HUMANA INC | 19.7M | 1.4% | 113.4K | 378.88 | +30.6% |
| CMCSA COMCAST CORP | 18.6M | 1.3% | 649.2K | 26.85 | -19.3% |
| unmapped CUSIP 00912X302 | 18.0M | 1.3% | 277.6K | — | — |
| KEP KOREA ELECTRIC POWER CORP | 3.0M | 0.2% | 207.1K | 11.26 | -17.4% |
| IRS IRSA INVESTMENTS & REPRESENTATIONS INC | 1.4M | 0.1% | 85.4K | 14.82 | -1.5% |
| PLG PLATINUM GROUP METALS LTD | 634.9K | 0.0% | 358.7K | 1.64 | +18.0% |
| NEM NEWMONT Corp /DE/ | 82.4K | 0.0% | 761 | 131.58 | +90.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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