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Kopernik Global Investors, LLC
Q2 2026 13F filing
Updated 30 days ago30 disclosed positions worth $1.6B
Portfolio value
$1.6B
Total holdings
30
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-11
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RRC RANGE RES CORP | $244.6M | 6.58M | 14.98% | — |
| 2 | S SA SEABRIDGE GOLD INC | $194.5M | 7.55M | 11.91% | — |
| 3 | E EXE EXPAND ENERGY CORPORATION | $157.2M | 1.72M | 9.63% | — |
| 4 | K KT KT CORP | $156.3M | 9.04M | 9.57% | — |
| 5 | N NTR NUTRIEN LTD | $137.6M | 2.19M | 8.43% | — |
| 6 | W WY WEYERHAEUSER CO | $90M | 3.76M | 5.51% | — |
| 7 | C CNXC CONCENTRIX CORP | $71.2M | 3.18M | 4.36% | — |
| 8 | R RYN RAYONIER INC | $69.6M | 3.27M | 4.26% | — |
| 9 | N NAK NORTHERN DYNASTY MINERALS LT | $61.8M | 32.18M | 3.79% | — |
| 10 | ? N/A CRESUD S A C I F Y A | $53.4M | 4.77M | 3.27% | — |
| 11 | N NCSYF NICE LTD | $51.1M | 563.0K | 3.13% | — |
| 12 | B BEN FRANKLIN RESOURCES INC | $43.9M | 1.32M | 2.69% | — |
| 13 | R RGLD ROYAL GOLD INC | $42.9M | 215.0K | 2.63% | — |
| 14 | C CNC CENTENE CORP DEL | $41.5M | 646.7K | 2.54% | — |
| 15 | N NG NOVAGOLD RESOURCES INC | $41.2M | 6.90M | 2.52% | — |
| 16 | T THM INTERNATIONAL TOWER HILL MIN | $37.3M | 18.77M | 2.29% | — |
| 17 | E EPAM EPAM SYS INC | $32M | 402.8K | 1.96% | — |
| 18 | C CCZ COMCAST CORP NEW | $31.4M | 1.28M | 1.92% | — |
| 19 | V VGZ VISTA GOLD CORP | $26.8M | 14.05M | 1.64% | — |
| 20 | M MOS MOSAIC CO | $23.7M | 1.12M | 1.45% | — |
| 21 | I IE IVANHOE ELECTRIC INC | $9.9M | 1.03M | 0.61% | — |
| 22 | B B BARRICK MNG CORP | $4.9M | 134.5K | 0.30% | — |
| 23 | N NEMCL NEWMONT CORP | $4.7M | 50.3K | 0.29% | — |
| 24 | K KEP KOREA ELEC PWR CORP | $2.5M | 207.1K | 0.15% | — |
| 25 | ? N/A IRSA INVERSIONES Y REP S A | $1.3M | 85.4K | 0.08% | — |
| 26 | P PLG PLATINUM GROUP METALS LTD | $550K | 407.1K | 0.03% | — |
| 27 | A AZO AUTOZONE INC | $261K | 400 | 0.02% | — |
| 28 | A AMGN AMGEN INC | $38K | 4.2K | 0.00% | — |
| 29 | A AAPL APPLE INC | $34K | 5.0K | 0.00% | — |
| 30 | A ABBV ABBVIE INC | $34K | 4.6K | 0.00% | — |