Kopernik Global Investors, LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| WEYERHAEUSER CO | 0 | 1,904,591 | +1,904,591 | 0 | 46,529,158 | +46,529,158 |
| RAYONIER INC | 0 | 2,186,503 | +2,186,503 | 0 | 45,085,692 | +45,085,692 |
| CONCENTRIX CORP | 0 | 1,627,306 | +1,627,306 | 0 | 44,523,092 | +44,523,092 |
| NICE LTD | 0 | 250,948 | +250,948 | 0 | 27,669,526 | +27,669,526 |
| VISTA GOLD CORP | 0 | 13,852,010 | +13,852,010 | 0 | 27,149,940 | +27,149,940 |
| HUMANA INC | 0 | 113,385 | +113,385 | 0 | 19,659,825 | +19,659,825 |
| MOLINA HEALTHCARE INC | 0 | 291,941 | +291,941 | 0 | 38,915,735 | +38,915,735 |
| IVANHOE ELECTRIC INC | 0 | 1,784,170 | +1,784,170 | 0 | 21,088,889 | +21,088,889 |
| EXPAND ENERGY CORPORATION | 0 | 813,632 | +813,632 | 0 | 89,320,521 | +89,320,521 |
| INTERNATIONAL TOWER HILL MIN | 0 | 17,650,432 | +17,650,432 | 0 | 40,595,994 | +40,595,994 |
| KT CORP | 0 | 5,321,922 | +5,321,922 | 0 | 114,155,227 | +114,155,227 |
| RANGE RES CORP | 0 | 4,188,614 | +4,188,614 | 0 | 189,241,580 | +189,241,580 |
| NORTHERN DYNASTY MINERALS LT | 0 | 32,655,846 | +32,655,846 | 0 | 45,718,184 | +45,718,184 |
| FRANKLIN RESOURCES INC | 0 | 3,522,587 | +3,522,587 | 0 | 83,203,505 | +83,203,505 |
| CRESUD S A C I F Y A | 0 | 4,415,543 | +4,415,543 | 0 | 56,165,709 | +56,165,709 |
| SEABRIDGE GOLD INC | 0 | 7,332,863 | +7,332,863 | 0 | 207,813,337 | +207,813,337 |
| PLATINUM GROUP METALS LTD | 0 | 358,692 | +358,692 | 0 | 634,885 | +634,885 |
| AMGEN INC(Put) | 0 | 4,200 | +4,200 | 0 | 75,096 | +75,096 |
| APPLE INC(Put) | 0 | 5,000 | +5,000 | 0 | 112,500 | +112,500 |
| ABBVIE INC(Put) | 0 | 4,600 | +4,600 | 0 | 105,340 | +105,340 |
| AUTOZONE INC(Put) | 0 | 400 | +400 | 0 | 222,600 | +222,600 |
| IRSA INVERSIONES Y REP S A | 0 | 85,363 | +85,363 | 0 | 1,383,736 | +1,383,736 |
| PAYCHEX INC(Put) | 0 | 0 | 0 | 0 | 0 | 0 |
| AIR LEASE CORP | 0 | 277,612 | +277,612 | 0 | 18,028,123 | +18,028,123 |
| COMCAST CORP NEW | 0 | 649,213 | +649,213 | 0 | 18,638,905 | +18,638,905 |
| NUTRIEN LTD | 0 | 1,423,780 | +1,423,780 | 0 | 107,438,439 | +107,438,439 |
| CENTENE CORP DEL | 0 | 2,517,106 | +2,517,106 | 0 | 82,410,050 | +82,410,050 |
| KOREA ELEC PWR CORP | 0 | 207,140 | +207,140 | 0 | 2,951,745 | +2,951,745 |
| NEWMONT CORP | 0 | 761 | +761 | 0 | 82,378 | +82,378 |
| BARRICK MNG CORP | 0 | 560,044 | +560,044 | 0 | 22,844,195 | +22,844,195 |
| NOVAGOLD RESOURCES INC | 0 | 6,511,729 | +6,511,729 | 0 | 58,475,326 | +58,475,326 |
| ROYAL GOLD INC | 0 | 86,159 | +86,159 | 0 | 21,926,604 | +21,926,604 |
| SLB LIMITED | 0 | 0 | 0 | 0 | 0 | 0 |