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 NG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,475,326 | 6,511,729 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $78,561,812 | 8,429,379 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $115,610,677 | 13,137,577 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $78,181,204 | 19,115,209 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $54,287,851 | 18,591,730 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $56,632,790 | 17,006,844 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $56,657,338 | 13,818,863 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $58,771,193 | 16,985,894 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $41,694,708 | 13,898,236 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $40,863,969 | 10,926,195 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $39,248,071 | 10,220,852 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $47,473,339 | 11,898,080 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $54,988,289 | 8,840,561 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $52,349,954 | 8,754,173 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $31,935,560 | 6,809,288 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $37,478,274 | 7,791,741 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $35,575,006 | 4,602,200 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $29,861,374 | 4,352,970 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $32,753,031 | 4,760,615 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $36,676,444 | 4,578,832 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $36,416,327 | 4,157,115 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $24,378,563 | 2,521,051 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $26,839,843 | 2,257,346 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $20,722,436 | 2,257,346 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $21,235,175 | 2,877,395 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||