Kopernik Global Investors, LLC
Top Portfolio Positions
31 positions ·
$1,436,748,571 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SA |
Seabridge Gold Inc
Basic Materials
|
7,332,863 | $207,813,337 | 14.46% | |
| RRC |
Range Resources Corp
Energy
|
4,188,614 | $189,241,580 | 13.17% | |
| KT |
Kt Corp
Communication Services
|
5,321,922 | $114,155,226 | 7.95% | |
| NTR |
Nutrien Ltd.
Basic Materials
|
1,423,780 | $107,438,438 | 7.48% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
813,632 | $89,320,520 | 6.22% | |
| BEN |
Franklin Resources Inc
Financial Services
|
3,522,587 | $83,203,504 | 5.79% | |
| CNC |
Centene Corp
Healthcare
|
2,517,106 | $82,410,050 | 5.74% | |
| NG |
Novagold Resources Inc
Basic Materials
|
6,511,729 | $58,475,326 | 4.07% | |
| CRESY |
Cresud Inc
Industrials
|
4,415,543 | $56,165,706 | 3.91% | |
| WY |
Weyerhaeuser Co
Real Estate
|
1,904,591 | $46,529,158 | 3.24% |
Portfolio Trend
Holdings in KT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,155,226 | 5,321,922 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $109,433,225 | 5,768,752 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $88,831,236 | 4,555,448 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $88,864,921 | 4,276,464 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $111,776,293 | 6,311,479 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $122,846,123 | 7,915,343 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $130,280,196 | 8,470,754 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $127,396,252 | 9,319,404 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $117,911,312 | 8,410,222 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $137,848,999 | 10,256,622 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $133,659,281 | 10,425,841 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $122,110,319 | 10,806,223 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $121,418,241 | 10,707,076 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $106,248,267 | 7,870,242 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $97,702,431 | 7,995,289 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $111,730,842 | 8,003,642 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $119,108,757 | 8,306,050 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $108,802,086 | 8,655,695 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $106,488,419 | 7,818,533 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $96,243,909 | 6,899,205 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $84,957,624 | 6,829,391 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $59,275,759 | 5,383,811 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $79,753,351 | 8,298,996 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $79,455,871 | 8,157,687 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $63,826,497 | 8,203,920 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||