Kopernik Global Investors, LLC 13F Holdings

CIK 0001599814 · TAMPA, FL

As of Sep 30, 2025, Kopernik Global Investors, LLC reported 28 positions worth .2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SEABRIDGE GOLD INCSABasic Materials6,946,666 67.8M13.67%
RANGE RESOURCES CORPRRCEnergy4,420,608 66.4M13.56%
NOVAGOLD RESOURCES INCNGBasic Materials13,137,577 15.6M9.42%
BARRICK MINING CORPBBasic Materials3,057,390 00.2M8.16%
KT CORPKTCommunication Services4,555,448$88.8M7.24%
CENTENE CORPCNCHealthcare2,256,881$80.5M6.56%
EXPAND ENERGY CORPEXEEnergy738,047$78.4M6.39%
NUTRIEN LTDNTRBasic Materials1,266,600$74.4M6.06%
SLB LIMITEDSLBEquity1,909,788$65.6M5.35%
FRANKLIN RESOURCES INCBENFinancial Services2,735,624$63.3M5.16%
CHEMICAL & MINING CO OF CHILE INCSQMBasic Materials812,944$34.9M2.85%
CRESUD S A C I F Y ACRESY—3,727,790$34.3M2.79%
NORTHERN DYNASTY MINERALS LTDNAKBasic Materials21,661,178$26.0M2.12%
INTERNATIONAL TOWER HILL MINTHMBasic Materials14,448,418$23.7M1.93%
ROYAL GOLD INCRGLDBasic Materials116,065$23.3M1.90%
SANDSTORM GOLD LTDSANDBasic Materials1,586,602 9.9M1.62%
AIR LEASE CORPALIndustrials285,013 8.1M1.48%
IVANHOE ELECTRIC INCIEBasic Materials1,335,985 6.8M1.37%
BORR DRILLING LTDBORREnergy4,983,672 3.4M1.09%
VISTA GOLD CORPVGZBasic Materials3,129,347$6.7M0.54%
NEWMONT CORPNEMBasic Materials48,516$4.1M0.33%
KOREA ELECTRIC POWER CORPKEPUtilities268,151$3.5M0.29%
ISHARES SILVER TRUSTSLV—141,400 .3M0.10%
PAYCHEX INCPAYXIndustrials5,600 13.1K0.01%
APPLE INCAAPLTechnology5,000 12.5K0.01%