Holders — by stockHoldings — by fund
Kopernik Global Investors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1599814
$1.63B
disclosed book value
30
positions
15%
largest position share
Positions, as of 2026-06-30
top 30 of 30 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | RRCRANGE RES CORP | 6.6M | $244.6M | 15% |
| 2 | SASEABRIDGE GOLD INC | 7.6M | $194.5M | 11.9% |
| 3 | EXEEXPAND ENERGY CORPORATION | 1.7M | $157.2M | 9.6% |
| 4 | KTKT CORP | 9.0M | $156.3M | 9.6% |
| 5 | NTRNUTRIEN LTD | 2.2M | $137.6M | 8.4% |
| 6 | WYWEYERHAEUSER CO | 3.8M | $90.0M | 5.5% |
| 7 | CNXCCONCENTRIX CORP | 3.2M | $71.2M | 4.4% |
| 8 | RYNRAYONIER INC | 3.3M | $69.6M | 4.3% |
| 9 | NAKNORTHERN DYNASTY MINERALS LT | 32.2M | $61.8M | 3.8% |
| 10 | CRESYCRESUD S A C I F Y A | 4.8M | $53.4M | 3.3% |
| 11 | NICENICE LTD | 563,013 | $51.1M | 3.1% |
| 12 | BENFRANKLIN RESOURCES INC | 1.3M | $43.9M | 2.7% |
| 13 | RGLDROYAL GOLD INC | 214,983 | $42.9M | 2.6% |
| 14 | CNCCENTENE CORP DEL | 646,716 | $41.5M | 2.5% |
| 15 | NGNOVAGOLD RESOURCES INC | 6.9M | $41.2M | 2.5% |
| 16 | THMINTERNATIONAL TOWER HILL MIN | 18.8M | $37.3M | 2.3% |
| 17 | EPAMEPAM SYS INC | 402,809 | $32.0M | 2% |
| 18 | CMCSACOMCAST CORP NEW | 1.3M | $31.4M | 1.9% |
| 19 | VGZVISTA GOLD CORP | 14.0M | $26.8M | 1.6% |
| 20 | MOSMOSAIC CO | 1.1M | $23.7M | 1.5% |
| 21 | IEIVANHOE ELECTRIC INC | 1.0M | $9.9M | 0.6% |
| 22 | BBARRICK MNG CORP | 134,459 | $4.9M | 0.3% |
| 23 | NEMNEWMONT CORP | 50,328 | $4.7M | 0.3% |
| 24 | KEPKOREA ELEC PWR CORP | 207,140 | $2.5M | 0.2% |
| 25 | IRSIRSA INVERSIONES Y REP S A | 85,360 | $1.3M | 0.1% |
| 26 | PLGPLATINUM GROUP METALS LTD | 407,105 | $549,592 | 0% |
| 27 | AZOAUTOZONE INCPUT | 400 | $260,800 | 0% |
| 28 | AMGNAMGEN INCPUT | 4,200 | $38,010 | 0% |
| 29 | AAPLAPPLE INCPUT | 5,000 | $34,000 | 0% |
| 30 | ABBVABBVIE INCPUT | 4,600 | $33,580 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.