Holdings
Kopernik International Fund
As of Jul 31, 2026, Kopernik International Fund reported 81 positions worth US$630M. Largest: Valterra Platinum Limited, K+s Ag and Lg Uplus Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Valterra Platinum Limited | 636K | US$47.6M | +201K | Jul 31, 2026 |
| K+s Ag | 1.76M | US$29.5M | +360K | Jul 31, 2026 |
| Lg Uplus Corp | 2.61M | US$26.7M | +217K | Jul 31, 2026 |
| Glencore Plc | 3.44M | US$25.3M | no change | Jul 31, 2026 |
| Impala Platinum Holdings Limited | 2.22M | US$24.2M | +937K | Jul 31, 2026 |
| Kt Corporation | 1.08M | US$19.7M | +354K | Jul 31, 2026 |
| Golden Agri-resources Ltd | 84.4M | US$18.7M | +10.8M | Jul 31, 2026 |
| Ivanhoe Mines Ltd. Class A | 2.42M | US$17.4M | +1.05M | Jul 31, 2026 |
| Paladin Energy Ltd | 2.51M | US$16.6M | +945K | Jul 31, 2026 |
| Nutrien Ltd. | 228K | US$15.8M | +48,431 | Jul 31, 2026 |