account_balance
Investment manager · 13F filer · SEC CIK 1599814
Kopernik Global Investors, LLC
Reported value$1.63Bas of Jun 30, 2026
Positions26 3 new, 4 sold out
Top 10 weight75.7%RRC alone is 15%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RRCRange Res Corp
15.0%Added +57%
SASeabridge Gold Inc
11.9%New
EXEExpand Energy Corporation
9.6%Added +112%
KTKt Corp
9.6%Added +70%
NTRNutrien Ltd
8.4%Added +53%
WYWeyerhaeuser Co
5.5%Added +97%
CNXCConcentrix Corp
4.4%Added +95%
RYNRayonier Inc
4.3%Added +49%
NAKNorthern Dynasty Minerals Lt
3.8%
CRESYCresud S A C I F Y A
3.3%Added +8%
NICENice Ltd
3.1%Added +124%
BENFranklin Resources Inc
2.7%Trimmed −63%
RRCRange Res Corp
15.0%Added +57%
SASeabridge Gold Inc
11.9%New
EXE9.6%KT9.6%NTRNutrien Ltd
8.4%Added +53%
WY5.5%CNXC4.4%RYN4.3%NAK3.8%CRESY3.3%NICE3.1%BEN2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RRC Range Res Corp 15.0% Added +57%SA Seabridge Gold Inc 11.9% NewEXE Expand Energy Corporation 9.6% Added +112%KT Kt Corp 9.6% Added +70%NTR Nutrien Ltd 8.4% Added +53%WY Weyerhaeuser Co 5.5% Added +97%CNXC Concentrix Corp 4.4% Added +95%RYN Rayonier Inc 4.3% Added +49%NAK Northern Dynasty Minerals Lt 3.8% HeldCRESY Cresud S A C I F Y A 3.3% Added +8%NICE Nice Ltd 3.1% Added +124%BEN Franklin Resources Inc 2.7% Trimmed −63%
What changed