Universe · entity
Kopernik Global Investors, LLC
Institutional manager (13F) · CIK 1599814
13F holdings · as of 2026-03-31 · top 27 · reported portfolio $1.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SEABRIDGE GOLD INC | $208M | 7,332,863 |
| 2 | RANGE RES CORP | $189M | 4,188,614 |
| 3 | KT CORP | $114M | 5,321,922 |
| 4 | NUTRIEN LTD | $107M | 1,423,780 |
| 5 | EXPAND ENERGY CORPORATION | $89M | 813,632 |
| 6 | FRANKLIN RESOURCES INC | $83M | 3,522,587 |
| 7 | CENTENE CORP DEL | $82M | 2,517,106 |
| 8 | NOVAGOLD RESOURCES INC | $58M | 6,511,729 |
| 9 | CRESUD S A C I F Y A | $56M | 4,415,543 |
| 10 | WEYERHAEUSER CO | $47M | 1,904,591 |
| 11 | NORTHERN DYNASTY MINERALS LT | $46M | 32,655,846 |
| 12 | RAYONIER INC | $45M | 2,186,503 |
| 13 | CONCENTRIX CORP | $45M | 1,627,306 |
| 14 | INTERNATIONAL TOWER HILL MIN | $41M | 17,650,432 |
| 15 | MOLINA HEALTHCARE INC | $39M | 291,941 |
| 16 | NICE LTD | $28M | 250,948 |
| 17 | VISTA GOLD CORP | $27M | 13,852,010 |
| 18 | BARRICK MNG CORP | $23M | 560,044 |
| 19 | ROYAL GOLD INC | $22M | 86,159 |
| 20 | IVANHOE ELECTRIC INC | $21M | 1,784,170 |
| 21 | HUMANA INC | $20M | 113,385 |
| 22 | COMCAST CORP NEW | $19M | 649,213 |
| 23 | AIR LEASE CORP | $18M | 277,612 |
| 24 | KOREA ELEC PWR CORP | $3M | 207,140 |
| 25 | IRSA INVERSIONES Y REP S A | $1M | 85,363 |
| 26 | PLATINUM GROUP METALS LTD | $635k | 358,692 |
| 27 | NEWMONT CORP | $82k | 761 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.