Kopernik Global Investors, LLC: 13F holdings
CIK 15998142026Q2
| Positions | 30 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 30 (-1 vs prior quarter) |
|---|
| Reported value | $1.6bn (+14.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RRC RANGE RES CORP | 6,575,941 | $244.6m | 15.0% |
| SEABRIDGE GOLD INC | 7,554,992 | $194.5m | 11.9% |
| EXE EXPAND ENERGY CORPORATION | 1,723,513 | $157.2m | 9.6% |
| KT KT CORP | 9,043,938 | $156.3m | 9.6% |
| NTR NUTRIEN LTD | 2,185,431 | $137.6m | 8.4% |
| WY WEYERHAEUSER CO | 3,758,427 | $90.0m | 5.5% |
| CNXC CONCENTRIX CORP | 3,175,766 | $71.2m | 4.4% |
| RYN RAYONIER INC | 3,268,598 | $69.6m | 4.3% |
| NAK NORTHERN DYNASTY MINERALS LT | 32,178,392 | $61.8m | 3.8% |
| CRESY CRESUD S A C I F Y A | 4,767,644 | $53.4m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1599814")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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