Kopernik Global Investors, LLC
Top Portfolio Positions
31 positions ·
$1,449,903,986 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 | 14.33% | |
| RRC |
Range Resources Corp
Energy
|
4,188,614 | $189,241,580 | 13.05% | |
| KT |
Kt Corp
Communication Services
|
5,321,922 | $114,155,226 | 7.87% | |
| NTR |
Nutrien Ltd.
Basic Materials
|
1,423,780 | $107,438,438 | 7.41% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
813,632 | $89,320,520 | 6.16% | |
| BEN |
Franklin Resources Inc
Financial Services
|
3,522,587 | $83,203,504 | 5.74% | |
| CNC |
Centene Corp
Healthcare
|
2,517,106 | $82,410,050 | 5.68% | |
| NG |
Novagold Resources Inc
Basic Materials
|
6,511,729 | $58,475,326 | 4.03% | |
| CRESY |
Cresud Inc
Industrials
|
4,415,543 | $56,165,706 | 3.87% | |
| WY |
Weyerhaeuser Co
Real Estate
|
1,904,591 | $46,529,158 | 3.21% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RGLD
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,926,603 | 86,159 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $46,609,322 | 209,678 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,280,317 | 116,065 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,419,800 | 81,083 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $48,528,132 | 296,790 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $68,321,769 | 518,178 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $74,111,651 | 528,237 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $81,187,036 | 648,666 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $81,822,578 | 671,723 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $81,251,614 | 671,723 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $63,593,952 | 598,081 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $68,647,737 | 598,081 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $78,193,209 | 602,831 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $70,408,857 | 624,635 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $69,048,048 | 735,963 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $58,187,305 | 544,927 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $74,076,070 | 524,321 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $59,132,649 | 562,044 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $22,647,172 | 237,168 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $28,169,806 | 246,887 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $24,579,116 | 228,388 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $17,957,928 | 168,841 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,742,279 | 22,820 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,168,916 | 25,490 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,612,617 | 29,787 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||