KOPERNIK GLOBAL INVESTORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SA | 6.95M | $167.76M |
 | BORR | 4.98M | $13.41M |
 | KT | 4.56M | $88.83M |
 | RRC | 4.42M | $166.39M |
 | CRESY | 3.73M | $34.30M |
 | B | 3.06M | $100.19M |
 | BEN | 2.74M | $63.27M |
 | CNC | 2.26M | $80.53M |
 | SLB | 1.91M | $65.64M |
 | SAND | 1.59M | $19.86M |
 | NTR | 1.27M | $74.36M |
 | SQM | 813K | $34.94M |
 | EXE | 738K | $78.41M |
 | AL | 285K | $18.14M |
 | KEP | 268K | $3.50M |
 | RGLD | 116K | $23.28M |
 | NEM | 49K | $4.09M |
Seabridge Gold Inc.
SA
Shares Held
6.95M
Value
$167.76M
Borr Drilling Limited
BORR
Shares Held
4.98M
Value
$13.41M
KT Corporation
KT
Shares Held
4.56M
Value
$88.83M
Range Resources Corporation
RRC
Shares Held
4.42M
Value
$166.39M
Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria
CRESY
Shares Held
3.73M
Value
$34.30M
Barrick Mining Corporation
B
Shares Held
3.06M
Value
$100.19M
Franklin Resources, Inc.
BEN
Shares Held
2.74M
Value
$63.27M
Centene Corporation
CNC
Shares Held
2.26M
Value
$80.53M
SLB N.V.
SLB
Shares Held
1.91M
Value
$65.64M
Sandstorm Gold Ltd.
SAND
Shares Held
1.59M
Value
$19.86M
Nutrien Ltd.
NTR
Shares Held
1.27M
Value
$74.36M
Sociedad Química y Minera de Chile S.A.
SQM
Shares Held
813K
Value
$34.94M
Expand Energy Corporation
EXE
Shares Held
738K
Value
$78.41M
Air Lease Corporation
AL
Shares Held
285K
Value
$18.14M
Korea Electric Power Corporation
KEP
Shares Held
268K
Value
$3.50M
Royal Gold, Inc.
RGLD
Shares Held
116K
Value
$23.28M
Newmont Corporation
NEM
Shares Held
49K
Value
$4.09M