Kopernik Global Investors, LLC

Kopernik Global Investors, LLC reported 30 holdings worth US$1.63B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Kopernik Global Investors, LLC reported 30 holdings worth US$1.63B as of Jun 30, 2026. Largest: Range Resources Corporation, Expand Energy Corporation and Kt Corporation. Filed Aug 11, 2026 (Form 13F).

Holdings
30
Value as reported
US$1.63B

The filing in full

CompanySharesValue as reported% of portfolio
Range Resources Corporation6.58MUS$245M15.0%
Expand Energy Corporation1.72MUS$157M9.6%
Kt Corporation9.04MUS$156M9.6%
Nutrien Ltd.2.19MUS$138M8.4%
Weyerhaeuser Company3.76MUS$90M5.5%
Concentrix Corporation3.18MUS$71.2M4.4%
Rayonier Inc. Reit3.27MUS$69.6M4.3%
Northern Dynasty Minerals Ltd.32.2MUS$61.8M3.8%
Nice Ltd.563KUS$51.1M3.1%
Franklin Resources, Inc.1.32MUS$43.9M2.7%
Royal Gold, Inc.215KUS$42.9M2.6%
Centene Corporation647KUS$41.5M2.5%
Novagold Resources Inc.6.9MUS$41.2M2.5%
International Tower Hill Mines Ltd.18.8MUS$37.3M2.3%
Epam Systems, Inc.403KUS$32M2.0%
Comcast Corporation1.28MUS$31.4M1.9%
Vista Gold Corp14MUS$26.8M1.6%
Mosaic Company (the)1.12MUS$23.7M1.5%
Ivanhoe Electric Inc.1.03MUS$9.94M0.61%
Barrick Mining Corporation134KUS$4.94M0.30%
Newmont Corporation50,328US$4.7M0.29%
Korea Electric Power Corporation207KUS$2.51M0.15%
Platinum Group Metals Ltd.407KUS$550K0.03%
Seabridge Gold Inc0US$00.00%
Air Lease Corporation Class A0US$00.00%
Humana Inc.0US$00.00%
Molina Healthcare Inc0US$00.00%

Source

View original at SEC

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