Kopernik-Global-Investors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NTR",
  "ABBV",
  "SAND",
  "CRESY",
  "BEN",
  "THM",
  "IE",
  "KEP",
  "PPTA",
  "SA",
  "NAK",
  "VGZ",
  "HMY",
  "PAYX",
  "AAPL",
  "NVDA",
  "AMGN",
  "NEM",
  "NG",
  "RRC",
  "RGLD",
  "KT",
  "SQM",
  "AL",
  "AMTM",
  "WPM",
  null,
  "AZO",
  null,
  "CMG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 31
Total Value: 964751981
Accession Number: 0001599814-25-000003
Form Type: 13F-HR
CIK: kopernik-global-investors
Manager Name: Kopernik-Global-Investors

Data Enrichment

90% identified

28 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

31 positions • $964.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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RANGE RESOURCES CORP

RRC|75281A109

Shares:—

Value:$113.7M

% of Portfolio:11.8% ($113.7M/$964.8M)

KT CORP

KT|48268K101

Shares:—

Value:$111.8M

% of Portfolio:11.6% ($111.8M/$964.8M)

067901108

Shares:—

Value:$98.1M

% of Portfolio:10.2% ($98.1M/$964.8M)

165167735

Shares:—

Value:$96.2M

% of Portfolio:10.0% ($96.2M/$964.8M)

SEABRIDGE GOLD INC

SA|811916105

Shares:—

Value:$85.7M

% of Portfolio:8.9% ($85.7M/$964.8M)

CHEMICAL & MINING CO OF CHILE INC

SQM|833635105

Shares:—

Value:$60.5M

% of Portfolio:6.3% ($60.5M/$964.8M)

NOVAGOLD RESOURCES INC

NG|66987E206

Shares:—

Value:$54.3M

% of Portfolio:5.6% ($54.3M/$964.8M)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:—

Value:$53.8M

% of Portfolio:5.6% ($53.8M/$964.8M)

ROYAL GOLD INC

RGLD|780287108

Shares:—

Value:$48.5M

% of Portfolio:5.0% ($48.5M/$964.8M)

FRANKLIN RESOURCES INC

BEN|354613101

Shares:—

Value:$46.9M

% of Portfolio:4.9% ($46.9M/$964.8M)

Nutrien Ltd.

NTR|67077M108

Shares:—

Value:$28.4M

% of Portfolio:2.9% ($28.4M/$964.8M)

NORTHERN DYNASTY MINERALS LTD

NAK|66510M204

Shares:—

Value:$22.6M

% of Portfolio:2.3% ($22.6M/$964.8M)

CRESUD INC

CRESY|226406106

Shares:—

Value:$22.1M

% of Portfolio:2.3% ($22.1M/$964.8M)

NEWMONT Corp /DE/

NEM|651639106

Shares:—

Value:$19.6M

% of Portfolio:2.0% ($19.6M/$964.8M)

Amentum Holdings, Inc.

AMTM|023939101

Shares:—

Value:$19.6M

% of Portfolio:2.0% ($19.6M/$964.8M)

Ivanhoe Electric Inc.

IE|46578C108

Shares:—

Value:$19.4M

% of Portfolio:2.0% ($19.4M/$964.8M)

SANDSTORM GOLD LTD

SAND|80013R206

Shares:—

Value:$15.7M

% of Portfolio:1.6% ($15.7M/$964.8M)

AIR LEASE CORP

AL|00912X302

Shares:—

Value:$14.3M

% of Portfolio:1.5% ($14.3M/$964.8M)

PERPETUA RESOURCES CORP.

PPTA|714266103

Shares:—

Value:$11.8M

% of Portfolio:1.2% ($11.8M/$964.8M)

INTERNATIONAL TOWER HILL MINES LTD

THM|46050R102

Shares:—

Value:$9.1M

% of Portfolio:0.9% ($9.1M/$964.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RANGE RESOURCES CORP(RRCcusip75281A109)	—	QoQ - YoY -	All Managers (Combined)	$113.7M	11.8% ($113.7M/$964.8M)	QoQ +16.72% (+$16.3M) YoY +12.37% (+$12.5M)
KT CORP(KTcusip48268K101)	—	QoQ - YoY -	All Managers (Combined)	$111.8M	11.6% ($111.8M/$964.8M)	QoQ -9.01% (-$11.1M) YoY -5.20% (-$6.1M)
(cusip067901108)✕	—	QoQ - YoY -	All Managers (Combined)	$98.1M	10.2% ($98.1M/$964.8M)	QoQ +31.45% (+$23.5M) YoY +95.73% (+$48.0M)
(cusip165167735)✕	—	QoQ - YoY NEW	All Managers (Combined)	$96.2M	10.0% ($96.2M/$964.8M)	QoQ +5.08% (+$4.7M) YoY NEW(+$96.2M)
SEABRIDGE GOLD INC(SAcusip811916105)	—	QoQ - YoY -	All Managers (Combined)	$85.7M	8.9% ($85.7M/$964.8M)	QoQ +146.47% (+$50.9M) YoY +74.12% (+$36.5M)
CHEMICAL & MINING CO OF CHILE INC(SQMcusip833635105)	—	QoQ - YoY NEW	All Managers (Combined)	$60.5M	6.3% ($60.5M/$964.8M)	QoQ +13.83% (+$7.4M) YoY NEW(+$60.5M)
NOVAGOLD RESOURCES INC(NGcusip66987E206)	—	QoQ - YoY -	All Managers (Combined)	$54.3M	5.6% ($54.3M/$964.8M)	QoQ -4.14% (-$2.3M) YoY +30.20% (+$12.6M)
Wheaton Precious Metals Corp.(WPMcusip962879102)	—	QoQ - YoY -	All Managers (Combined)	$53.8M	5.6% ($53.8M/$964.8M)	QoQ -18.79% (-$12.4M) YoY -52.38% (-$59.1M)
ROYAL GOLD INC(RGLDcusip780287108)	—	QoQ - YoY -	All Managers (Combined)	$48.5M	5.0% ($48.5M/$964.8M)	QoQ -28.97% (-$19.8M) YoY -40.69% (-$33.3M)
FRANKLIN RESOURCES INC(BENcusip354613101)	—	QoQ - YoY NEW	All Managers (Combined)	$46.9M	4.9% ($46.9M/$964.8M)	QoQ +91.18% (+$22.4M) YoY NEW(+$46.9M)
Nutrien Ltd.(NTRcusip67077M108)	—	QoQ - YoY NEW	All Managers (Combined)	$28.4M	2.9% ($28.4M/$964.8M)	QoQ +681.51% (+$24.8M) YoY NEW(+$28.4M)
NORTHERN DYNASTY MINERALS LTD(NAKcusip66510M204)	—	QoQ - YoY -	All Managers (Combined)	$22.6M	2.3% ($22.6M/$964.8M)	QoQ +23.58% (+$4.3M) YoY +121.75% (+$12.4M)
CRESUD INC(CRESYcusip226406106)	—	QoQ - YoY -	All Managers (Combined)	$22.1M	2.3% ($22.1M/$964.8M)	QoQ +23.74% (+$4.2M) YoY +217.11% (+$15.1M)
NEWMONT Corp /DE/(NEMcusip651639106)	—	QoQ - YoY -	All Managers (Combined)	$19.6M	2.0% ($19.6M/$964.8M)	QoQ -30.15% (-$8.5M) YoY -76.76% (-$64.9M)
Amentum Holdings, Inc.(AMTMcusip023939101)	—	QoQ - YoY NEW	All Managers (Combined)	$19.6M	2.0% ($19.6M/$964.8M)	QoQ +21.73% (+$3.5M) YoY NEW(+$19.6M)
Ivanhoe Electric Inc.(IEcusip46578C108)	—	QoQ - YoY -	All Managers (Combined)	$19.4M	2.0% ($19.4M/$964.8M)	QoQ +0.51% (+$99.4K) YoY +3659.52% (+$18.9M)
SANDSTORM GOLD LTD(SANDcusip80013R206)	—	QoQ - YoY -	All Managers (Combined)	$15.7M	1.6% ($15.7M/$964.8M)	QoQ +42.02% (+$4.6M) YoY +23.65% (+$3.0M)
AIR LEASE CORP(ALcusip00912X302)	—	QoQ - YoY -	All Managers (Combined)	$14.3M	1.5% ($14.3M/$964.8M)	QoQ +13.14% (+$1.7M) YoY +3.48% (+$482.5K)
PERPETUA RESOURCES CORP.(PPTAcusip714266103)	—	QoQ - YoY -	All Managers (Combined)	$11.8M	1.2% ($11.8M/$964.8M)	QoQ -48.56% (-$11.1M) YoY -45.94% (-$10.0M)
INTERNATIONAL TOWER HILL MINES LTD(THMcusip46050R102)	—	QoQ - YoY -	All Managers (Combined)	$9.1M	0.9% ($9.1M/$964.8M)	QoQ +43.74% (+$2.8M) YoY -5.17% (-$498.5K)