13F COMBINATION REPORT
Kopernik Global Investors, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001599814-25-000002
Total Value
$935.4M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KT CORP | KT | 7,915,343 | $122.8M | 13.13% |
| 2 | RANGE RES CORP | RRC | 2,706,620 | $97.4M | 10.41% |
| 3 | EXPAND ENERGY CORPORATION | EXE | 919,945 | $91.6M | 9.79% |
| 4 | BARRICK GOLD CORP | 067901108 | 4,812,612 | $74.6M | 7.97% |
| 5 | ROYAL GOLD INC | RGLD | 518,178 | $68.3M | 7.30% |
| 6 | WHEATON PRECIOUS METALS CORP | WPM | 1,177,092 | $66.2M | 7.08% |
| 7 | NOVAGOLD RES INC | 66987E206 | 17,006,844 | $56.6M | 6.05% |
| 8 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 1,462,568 | $53.2M | 5.69% |
| 9 | ARCADIUM LITHIUM PLC | G0508H110 | 7,370,438 | $37.8M | 4.04% |
| 10 | SEABRIDGE GOLD INC | SA | 3,047,048 | $34.8M | 3.72% |
| 11 | NEWMONT CORP | NEMCL | 755,147 | $28.1M | 3.00% |
| 12 | FRANKLIN RESOURCES INC | BEN | 1,208,837 | $24.5M | 2.62% |
| 13 | PERPETUA RESOURCES CORP | PPTA | 2,151,004 | $23.0M | 2.45% |
| 14 | HARMONY GOLD MINING CO LTD | HGMCF | 2,724,852 | $22.4M | 2.39% |
| 15 | IVANHOE ELECTRIC INC | IE | 2,557,225 | $19.3M | 2.06% |
| 16 | ALIBABA GROUP HLDG LTD | BBAAY | 220,556 | $18.7M | 2.00% |
| 17 | NORTHERN DYNASTY MINERALS LT | 66510M204 | 31,470,739 | $18.3M | 1.96% |
| 18 | CRESUD S A C I F Y A | CRESY | 1,411,257 | $17.8M | 1.91% |
| 19 | AMENTUM HOLDINGS INC | AMTM | 765,982 | $16.1M | 1.72% |
| 20 | AIR LEASE CORP | AIIR | 262,960 | $12.7M | 1.36% |
| 21 | SANDSTORM GOLD LTD | 80013R206 | 1,982,280 | $11.1M | 1.18% |
| 22 | KOREA ELEC PWR CORP | 500631106 | 1,099,905 | $7.6M | 0.81% |
| 23 | INTERNATIONAL TOWER HILL MIN | 46050R102 | 13,949,307 | $6.4M | 0.68% |
| 24 | NUTRIEN LTD | NTR | 81,164 | $3.6M | 0.39% |
| 25 | VISTA GOLD CORP | VGZ | 4,006,199 | $2.2M | 0.24% |
| 26 | APPLE INC | AAPL | 5,000 | $130,000 | 0.01% |
| 27 | AMGEN INC | AMGN | 3,100 | $83,514 | 0.01% |
| 28 | ISHARES SILVER TR | SLV | 33,700 | $49,202 | 0.01% |
| 29 | CHIPOTLE MEXICAN GRILL INC | CMG | 10,000 | $40,500 | 0.00% |
| 30 | NEXGEN ENERGY LTD | NXE | 5,205 | $34,353 | 0.00% |
| 31 | NVIDIA CORPORATION | NVDA | 15,000 | $19,050 | 0.00% |
| 32 | NOVO-NORDISK A S | NONOF | 9,400 | $7,896 | 0.00% |
| 33 | AUTOZONE INC | AZO | 300 | $2,420 | 0.00% |
| 34 | PAYCHEX INC | PAYX | 2,900 | $435 | 0.00% |